News + Filings Holdings
|
|
WealthSpring Partners, LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
iSHARES TRUST
| IYK | Common | 57,967 | 57,967 | 11,610,101,000 | 11,610,101,000 | 8.40 | |
Hist
| 06/30/2023 |
|
Vanguard Charlotte Funds
| BNDX | Common | 154,276 | 154,276 | 7,540,998,000 | 7,540,998,000 | 5.46 | |
Hist
| 06/30/2023 |
|
SEMPRA
| SRE | Common | 6,160 | 6,160 | 896,834,000 | 896,834,000 | 0.65 | 0.00 |
Hist
| 06/30/2023 |
|
J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 9,344 | 9,344 | 517,004,000 | 517,004,000 | 0.37 | |
Hist
| 06/30/2023 |
|
Nushares ETF Trust
| NUMG | Common | 11,442 | 11,442 | 446,582,000 | 446,582,000 | 0.32 | |
Hist
| 06/30/2023 |
|
Crane NXT, Co.
| CR | Com | 3,036 | 3,036 | 270,568,000 | 270,568,000 | 0.20 | 0.01 |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| SHY | 1-3 YR TRS BD | 3,120 | 3,120 | 253,050,000 | 253,050,000 | 0.18 | |
Hist
| 06/30/2023 |
|
Meta Platforms, Inc.
| FB | Common | 850 | 850 | 243,934,000 | 243,934,000 | 0.18 | |
Hist
| 06/30/2023 |
|
Motorola Solutions, Inc.
| MSI | COM | 778 | 778 | 227,980,000 | 227,980,000 | 0.17 | |
Hist
| 06/30/2023 |
|
COCA COLA CO
| KO | Common | 3,524 | 3,524 | 212,188,000 | 212,188,000 | 0.15 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FUNDS
| VTI | Common | 932 | 932 | 205,342,000 | 205,342,000 | 0.15 | |
Hist
| 06/30/2023 |
|
PROCTER & GAMBLE Co
| PG | Common | 1,350 | 1,350 | 204,850,000 | 204,850,000 | 0.15 | 0.00 |
Hist
| 06/30/2023 |
|
CLOROX CO /DE/
| CLX | Common | 1,278 | 1,278 | 203,272,000 | 203,272,000 | 0.15 | 0.00 |
Hist
| 06/30/2023 |
|
|
|
|