Wealthgate Family Office as of March 31, 2023
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 20 positions in its portfolio as reported in the March 2023 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) | 42.3 | $15M | 36k | 409.39 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 9.5 | $3.3M | 22k | 150.96 | |
| Evercommerce (EVCM) | 9.0 | $3.1M | 294k | 10.58 | |
| Apple (AAPL) | 7.4 | $2.6M | 16k | 164.90 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.2 | $2.1M | 53k | 40.40 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 4.8 | $1.7M | 56k | 29.47 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.2 | $1.5M | 7.1k | 204.11 | |
| ConAgra Foods (CAG) | 2.4 | $851k | 23k | 37.56 | |
| Lamb Weston Hldgs (LW) | 2.1 | $719k | 6.9k | 104.52 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.8 | $613k | 8.6k | 71.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $508k | 1.6k | 308.77 | |
| Nike CL B (NKE) | 1.4 | $491k | 4.0k | 122.64 | |
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $460k | 12k | 37.37 | |
| Arrow Electronics (ARW) | 1.1 | $385k | 3.1k | 124.87 | |
| Goldman Sachs (GS) | 1.0 | $348k | 1.1k | 327.20 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $334k | 3.3k | 102.18 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $308k | 2.4k | 130.31 | |
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.9 | $304k | 9.5k | 32.09 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.8 | $272k | 3.3k | 82.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $214k | 2.1k | 103.73 |
