Wealthgate Family Office as of Sept. 30, 2022
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 21 positions in its portfolio as reported in the September 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) | 44.8 | $17M | 47k | 357.17 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 12.4 | $4.7M | 128k | 36.49 | |
| Evercommerce (EVCM) | 8.5 | $3.2M | 294k | 10.93 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 8.2 | $3.1M | 22k | 141.25 | |
| Apple (AAPL) | 5.7 | $2.2M | 16k | 138.21 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 4.5 | $1.7M | 56k | 29.90 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $1.4M | 7.8k | 179.47 | |
| ConAgra Foods (CAG) | 2.0 | $739k | 23k | 32.62 | |
| Lamb Weston Hldgs (LW) | 1.4 | $532k | 6.9k | 77.36 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.3 | $480k | 8.6k | 56.04 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $439k | 1.6k | 267.03 | |
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $388k | 12k | 31.51 | |
| Nike CL B (NKE) | 0.9 | $332k | 4.0k | 83.00 | |
| Goldman Sachs (GS) | 0.8 | $310k | 1.1k | 293.28 | |
| Arrow Electronics (ARW) | 0.8 | $284k | 3.1k | 92.21 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $261k | 3.3k | 79.89 | |
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.7 | $252k | 9.5k | 26.60 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $247k | 2.4k | 104.66 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.5 | $206k | 3.3k | 62.29 | |
| VirnetX Holding Corporation | 0.1 | $35k | 30k | 1.17 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $34k | 16k | 2.19 |
