Wealthgate Family Office as of June 30, 2022
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 21 positions in its portfolio as reported in the June 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) | 43.9 | $18M | 47k | 377.24 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 13.2 | $5.3M | 128k | 41.65 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 8.0 | $3.3M | 22k | 148.22 | |
| Evercommerce (EVCM) | 6.6 | $2.7M | 294k | 9.04 | |
| Apple (AAPL) | 5.2 | $2.1M | 16k | 136.70 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 4.4 | $1.8M | 56k | 31.82 | |
| Ishares Tr Msci Eafe Etf (EFA) | 3.6 | $1.5M | 24k | 62.51 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.6 | $1.5M | 7.8k | 188.61 | |
| ConAgra Foods (CAG) | 1.9 | $776k | 23k | 34.25 | |
| Lamb Weston Hldgs (LW) | 1.2 | $491k | 6.9k | 71.40 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $449k | 1.6k | 273.11 | |
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $422k | 12k | 34.28 | |
| Nike CL B (NKE) | 1.0 | $409k | 4.0k | 102.25 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $371k | 3.3k | 113.56 | |
| Arrow Electronics (ARW) | 0.9 | $345k | 3.1k | 112.01 | |
| Goldman Sachs (GS) | 0.8 | $313k | 1.1k | 296.96 | |
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.8 | $306k | 9.5k | 32.30 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $266k | 2.4k | 112.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $224k | 103.00 | 2174.76 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.5 | $217k | 3.3k | 65.62 | |
| VirnetX Holding Corporation | 0.1 | $35k | 30k | 1.17 |
