| |
|
|
| Name: |
Wealthgate Family Office LLC |
| City: |
BOULDER |
| State: |
CO |
| Zip: |
80301 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
22 |
|
View All Holdings |
Currently
Viewing:
ALL |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPY |
Standard & Poors Depository... |
1 |
- |
$529.83 |
$17,165,000 |
32,816 |
44.58% |
1,593,000 |
55 |
0 |
Closed - End Fund - E... |
|
|
IYG |
iShares Dow Jones US Financ... |
2 |
- |
$66.38 |
$3,666,000 |
55,295 |
9.52% |
363,000 |
36,867 |
0.061 |
Closed - End Fund - E... |
|
|
EVCM |
Evercommerce Inc. |
3 |
- |
$10.46 |
$2,771,000 |
294,116 |
7.2% |
-473,000 |
0 |
0.151 |
N/A |
|
|
AAPL |
Apple Inc |
4 |
- |
$190.90 |
$2,673,000 |
15,585 |
6.94% |
-328,000 |
0 |
0 |
Personal Computers |
|
|
HEFA |
Ishares Currency Hedged Msc... |
5 |
- |
$0.00 |
$1,963,000 |
56,290 |
5.1% |
189,000 |
0 |
0.007 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
6 |
- |
$262.22 |
$1,886,000 |
7,259 |
4.9% |
170,000 |
26 |
0.001 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
7 |
- |
$44.40 |
$1,732,000 |
41,461 |
4.5% |
28,000 |
7 |
0 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
8 |
- |
$80.80 |
$781,000 |
9,782 |
2.03% |
44,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
LW |
Lamb Weston Holdings, Inc. |
9 |
- |
$88.77 |
$733,000 |
6,877 |
1.9% |
-10,000 |
0 |
0.005 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
10 |
- |
$413.99 |
$691,000 |
1,644 |
1.79% |
105,000 |
0 |
0 |
Property & Casualty I... |
|
|
CAG |
ConAgra Foods Inc |
11 |
- |
$30.76 |
$672,000 |
22,656 |
1.75% |
23,000 |
0 |
0.005 |
Food - Major Diversified |
|
|
IAU |
iShares COMEX Gold Trust |
12 |
- |
$44.99 |
$517,000 |
12,312 |
1.34% |
36,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
JPM |
JP Morgan Chase & Co |
13 |
- |
$198.31 |
$473,000 |
2,360 |
1.23% |
72,000 |
0 |
0 |
Domestic Money Center... |
|
|
GS |
Goldman Sachs Group Inc |
14 |
- |
$462.38 |
$448,000 |
1,073 |
1.16% |
35,000 |
2 |
0 |
Investment Brokerage ... |
|
|
ARW |
Arrow Electronics Inc |
15 |
- |
$133.63 |
$399,000 |
3,080 |
1.04% |
22,000 |
0 |
0.004 |
Electronics Wholesale |
|
|
NKE |
Nike Inc B |
16 |
- |
$92.50 |
$376,000 |
4,000 |
0.98% |
-58,000 |
0 |
0 |
Textile - Apparel Foo... |
|
|
COIN |
Coinbase Global, Inc. |
17 |
- |
$231.51 |
$344,000 |
1,298 |
0.89% |
118,000 |
0 |
0.001 |
N/A |
|
|
GOOGL |
Alphabet Inc |
18 |
- |
$176.38 |
$311,000 |
2,060 |
0.81% |
23,000 |
0 |
0 |
Search Engines & Info... |
|
|
ASML |
ASML Holding N.V. (ADR) |
19 |
- |
$0.00 |
$264,000 |
272 |
0.69% |
58,000 |
0 |
0 |
Semiconductor Equipme... |
|
|
BABA |
Alibaba Group Holding Limited |
20 |
- |
$82.68 |
$236,000 |
3,267 |
0.61% |
-17,000 |
0 |
0 |
N/A |
|
|
IEFA |
Ishares Core Msci Eafe |
21 |
New |
$0.00 |
$206,000 |
2,774 |
0.53% |
206,000 |
2,774 |
0 |
N/A |
|
|
EMQQ |
Emqq The Emerging Markets I... |
22 |
New |
$35.30 |
$201,000 |
6,414 |
0.52% |
201,000 |
6,414 |
0.03 |
N/A |
|
