Wealthgate Family Office as of Sept. 30, 2024
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 14 positions in its portfolio as reported in the September 2024 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) | 48.3 | $17M | 30k | 573.76 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 10.3 | $3.7M | 52k | 71.02 | |
| Evercommerce (EVCM) | 8.5 | $3.0M | 294k | 10.36 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.7 | $2.1M | 7.3k | 283.17 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 5.6 | $2.0M | 56k | 35.42 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.5 | $2.0M | 42k | 47.85 | |
| Ishares Tr Core Msci Eafe (IEFA) | 5.4 | $2.0M | 25k | 78.05 | |
| Ishares Gold Tr Ishares New (IAU) | 3.2 | $1.1M | 23k | 49.70 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.3 | $820k | 9.8k | 83.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $626k | 1.4k | 460.26 | |
| Goldman Sachs (GS) | 1.5 | $534k | 1.1k | 495.10 | |
| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.7 | $252k | 6.4k | 39.21 | |
| Coinbase Global Com Cl A (COIN) | 0.6 | $231k | 1.3k | 178.17 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $227k | 272.00 | 833.25 |
