StockDriftsStockDriftsTop 50 Wealthspan Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.6% | 75.4K | $32.9M | -0.48%(-364) | $50.28(+67.69%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.2% | 133.1K | $26.1M | +0.67%(+880) | $145.54(+41.90%) | 2026-03-31 | |
| DE | DEERE & CO | 5.64% | 28.4K | $16.0M | -0.63%(-180) | $358.52(+60.60%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.68% | 118.4K | $10.4M | +0.04%(+43) | $35.57(+140.91%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.22% | 115.3K | $9.1M | +0.36%(+414) | $79.00(-0.05%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 2.84% | 159.2K | $8.1M | -7.27%(-12.49K) | $50.66(+0.27%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.74% | 36.1K | $7.8M | -1.83%(-673) | $162.67(+40.70%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.65% | 178.2K | $7.5M | +2.14%(+3.74K) | $41.79(+1.10%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.48% | 47.5K | $7.0M | +4.40%(+2.00K) | $110.69(+41.24%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.45% | 152.6K | $7.0M | +4.04%(+5.92K) | $45.68(-0.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.52% | +46.30% |
| Top 20 Holdings Unweighted | +12.21% | +41.28% |
Sign up free to track Wealthspan Partners, Llc, compare funds side by side, and get alerts the moment positions change.