StockDriftsStockDriftsTop 14 Wealthgate Family Office, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 48.31% | 30.2K | $17.3M | -7.42%(-2.42K) | — | 2024-09-30 | |
| IYG | ISHARES TR | 10.27% | 51.9K | $3.7M | -6.13%(-3.39K) | — | 2024-09-30 | |
| EVCM | EVERCOMMERCE INC | 8.49% | 294.1K | $3.0M | +0.00%(+0) | — | 2024-09-30 | |
| VTI | VANGUARD INDEX FDS | 5.74% | 7.3K | $2.1M | +0.34%(+25) | — | 2024-09-30 | |
| HEFA | ISHARES TR | 5.55% | 56.3K | $2.0M | +0.00%(+0) | — | 2024-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.53% | 41.5K | $2.0M | +0.00%(+0) | — | 2024-09-30 | |
| IEFA | ISHARES TR | 5.43% | 25.0K | $2.0M | +801.01%(+22.22K) | — | 2024-09-30 | |
| IAU | ISHARES GOLD TR | 3.2% | 23.1K | $1.1M | +87.60%(+10.79K) | — | 2024-09-30 | |
| EFA | ISHARES TR | 2.28% | 9.8K | $820K | +0.00%(+0) | — | 2024-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.74% | 1.4K | $626K | -17.27%(-284) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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