Wealthgate Family Office

Wealthgate Family Office as of Dec. 31, 2021

Portfolio Holdings for Wealthgate Family Office

Wealthgate Family Office holds 38 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 41.9 $27M 57k 474.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.9 $6.3M 128k 49.46
Evercommerce (EVCM) 7.2 $4.6M 294k 15.75
Ishares Tr U.s. Fin Svc Etf (IYG) 6.6 $4.2M 22k 193.08
Ishares Tr Msci Eafe Etf (EFA) 4.3 $2.7M 35k 78.68
Apple (AAPL) 4.1 $2.6M 15k 177.56
Wisdomtree Tr Europe Hedged Eq (HEDJ) 3.7 $2.4M 30k 80.16
Ishares Tr Hdg Msci Eafe (HEFA) 3.1 $2.0M 56k 35.33
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $1.9M 7.7k 241.46
Ishares Tr Msci Usa Min Vol (USMV) 2.4 $1.5M 19k 80.89
Ishares Tr Ishares Biotech (IBB) 1.2 $792k 5.2k 152.60
ConAgra Foods (CAG) 1.2 $774k 23k 34.16
Nike CL B (NKE) 1.0 $667k 4.0k 166.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $586k 2.0k 298.98
Microsoft Corporation (MSFT) 0.7 $473k 1.4k 336.18
Lamb Weston Hldgs (LW) 0.7 $436k 6.9k 63.40
Alphabet Cap Stk Cl C (GOOG) 0.7 $434k 150.00 2893.33
Ishares Gold Tr Ishares New (IAU) 0.7 $429k 12k 34.84
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.6 $406k 9.5k 42.85
Goldman Sachs (GS) 0.6 $401k 1.0k 382.27
Coinbase Global Com Cl A (COIN) 0.5 $328k 1.3k 252.70
Invesco Exch Traded Fd Tr Ii Dwa Smlcp Ment (DWAS) 0.5 $324k 3.6k 90.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $297k 2.5k 118.80
Ishares Tr Core Div Grwth (DGRO) 0.5 $295k 5.3k 55.66
Amazon (AMZN) 0.4 $277k 83.00 3337.35
Arrow Electronics (ARW) 0.4 $269k 2.0k 134.50
Asml Holding N V N Y Registry Shs (ASML) 0.4 $247k 310.00 796.77
Lowe's Companies (LOW) 0.4 $244k 943.00 258.75
Ishares Tr Core S&p500 Etf (IVV) 0.4 $229k 480.00 477.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $216k 1.8k 120.07
BlackRock 0.3 $207k 226.00 915.93
Ishares Tr Core Msci Eafe (IEFA) 0.3 $202k 2.7k 74.48
Select Sector Spdr Tr Financial (XLF) 0.3 $180k 4.6k 39.13
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $62k 303.00 204.62
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $56k 527.00 106.26
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $56k 401.00 139.65
Select Sector Spdr Tr Communication (XLC) 0.1 $56k 717.00 78.10
Alphabet Cap Stk Cl A (GOOGL) 0.0 $32k 11.00 2909.09