Wealthgate Family Office as of March 31, 2022
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 20 positions in its portfolio as reported in the March 2022 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) | 43.1 | $22M | 48k | 451.63 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 11.8 | $5.9M | 128k | 46.13 | |
Ishares Tr U.s. Fin Svc Etf (IYG) | 7.9 | $4.0M | 22k | 180.32 | |
Evercommerce (EVCM) | 7.8 | $3.9M | 294k | 13.20 | |
Ishares Tr Msci Eafe Etf (EFA) | 5.1 | $2.6M | 35k | 73.59 | |
Wisdomtree Tr Europe Hedged Eq (HEDJ) | 4.4 | $2.2M | 30k | 73.60 | |
Apple (AAPL) | 3.9 | $2.0M | 11k | 174.64 | |
Ishares Tr Hdg Msci Eafe (HEFA) | 3.8 | $1.9M | 56k | 33.93 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 3.5 | $1.8M | 7.7k | 227.67 | |
ConAgra Foods (CAG) | 1.5 | $761k | 23k | 33.59 | |
Nike CL B (NKE) | 1.1 | $538k | 4.0k | 134.50 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $480k | 1.4k | 352.94 | |
Ishares Gold Tr Ishares New (IAU) | 0.9 | $453k | 12k | 36.79 | |
Lamb Weston Hldgs (LW) | 0.8 | $412k | 6.9k | 59.91 | |
Goldman Sachs (GS) | 0.7 | $347k | 1.1k | 329.85 | |
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.6 | $311k | 9.5k | 32.83 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $272k | 2.5k | 108.80 | |
Coinbase Global Com Cl A (COIN) | 0.5 | $246k | 1.3k | 189.52 | |
Arrow Electronics (ARW) | 0.5 | $237k | 2.0k | 118.50 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $207k | 310.00 | 667.74 |