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Holdings

Wealthspire Advisors, L.P.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK1,060,473611,696326,255,000199,058,00011.50  Hist 09/30/2020
iSHARES TRUST IVVCommon893,719499,995300,343,000178,411,00010.59  Hist 09/30/2020
VANGUARD TAX-MANAGED FUNDS VEAFD4,491,4022,999,060183,698,000125,810,0006.48  Hist 09/30/2020
SPDR S&P 500 ETF TRUST SPYCommon399,050329,412133,638,000112,164,0004.71  Hist 09/30/2020
iSHARES TRUST GOVTCommon4,543,1944,500,287126,982,000125,781,0004.48  Hist 09/30/2020
VANGUARD INDEX FUNDS VTICommon691,522630,260117,773,000108,184,0004.15  Hist 09/30/2020
SCHWAB STRATEGIC TRUST SCHFCommon3,450,4882,387,135108,345,00076,710,0003.82  Hist 09/30/2020
Schwab US Dividend Equity ETF SCHDcommon1,606,584991,08688,844,00056,992,0003.13  Hist 09/30/2020
iSHARES TRUST IJHCommon395,166221,49973,228,00042,347,0002.58  Hist 09/30/2020
VANGUARD INDEX FDS MID CAP VOSTOCK388,42736,05868,464,00010,707,0002.41  Hist 09/30/2020
iSHARES TRUST IJRS&P SMLCAP 600915,335493,53964,284,00035,480,0002.27  Hist 09/30/2020
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon1,209,836901,16952,313,00040,087,0001.84  Hist 09/30/2020
VANGUARD STAR FUNDS VXUSCommon895,100843,16946,697,00044,144,0001.65  Hist 09/30/2020
VANGUARD EXTENDED STOCK MAKET INDEX FUND VXFCommon324,326132,57342,072,00019,380,0001.48  Hist 09/30/2020
SCHWAB US LC ETF SCHXEquities517,472-35,50741,724,000748,0001.47  Hist 09/30/2020
VANGUARD INDEX FUNDS VBETF228,67277,71335,170,00013,172,0001.24  Hist 09/30/2020
iSHARES TRUST AGGLEHMAN AGG BND292,073288,42034,482,00034,050,0001.22  Hist 09/30/2020
Apple Inc. AAPLCommon275,695183,71431,928,000-1,627,0001.130.01 Hist 09/30/2020
SCHWAB STRATEGIC TRUST SCHZCommon514,33340,41228,844,0002,191,0001.02  Hist 09/30/2020
Invesco Exchange-Traded Fund Trust II  Exchange Traded Fund861,120836,85728,718,00027,919,0001.01  Hist 09/30/2020
First Trust North American Energy Infrastructure Fund EMLPcommon1,485,842393,24428,290,0006,504,0001.00  Hist 09/30/2020
MICROSOFT CORP MSFTCommon128,798-8,34627,090,000-820,0000.960.00 Hist 09/30/2020
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VEUETF458,806-11,92023,147,000736,0000.82  Hist 09/30/2020
Navvis & Company, LLC VVETF145,355122,84622,739,00019,520,0000.80  Hist 09/30/2020
AMAZON COM INC AMZNCommon6,18117419,464,0002,892,0000.690.00 Hist 09/30/2020
Accenture plc ACNCOM77,325-284,07917,475,000-60,126,0000.620.01 Hist 09/30/2020
iSHARES TRUST IWMCommon115,663-7,22617,325,000-270,0000.61  Hist 09/30/2020
CME GROUP INC. CMECommon92,13089,44515,414,00014,978,0000.540.01 Hist 09/30/2020
VANGUARD INDEX FUNDS VNQETF177,56985,88414,021,0006,821,0000.49  Hist 09/30/2020
iSHARES TRUST IWFCommon64,31824,97413,950,0006,398,0000.49  Hist 09/30/2020
iShares, Inc. IEMGCommon260,276230,68313,743,00012,334,0000.48  Hist 09/30/2020
iSHARES TRUST IXUSCommon218,995101,64512,776,0006,378,0000.45  Hist 09/30/2020
VANGUARD BOND INDEX FUNDS BNDCommon141,238115,64812,460,00010,199,0000.44  Hist 09/30/2020
Vanguard Growth ETF VUGETF50,29028,03111,446,0006,948,0000.40  Hist 09/30/2020
iShares, Inc. IGFCommon294,708-71711,370,00058,0000.40  Hist 09/30/2020
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