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| Name: |
Wealthgate Family Office LLC |
| City: |
BOULDER |
| State: |
CO |
| Zip: |
80301 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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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 |
- |
$548.49 |
$17,165,000 |
32,816 |
44.58% |
1,593,000 |
55 |
0 |
Closed - End Fund - E... |
|
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IYG |
iShares Dow Jones US Financ... |
2 |
- |
$65.01 |
$3,666,000 |
55,295 |
9.52% |
363,000 |
36,867 |
0.061 |
Closed - End Fund - E... |
|
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VTI |
Vanguard Total Stock Market... |
6 |
- |
$269.40 |
$1,886,000 |
7,259 |
4.9% |
170,000 |
26 |
0.001 |
Closed - End Fund - E... |
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VWO |
Vanguard Emerging Markets S... |
7 |
- |
$44.35 |
$1,732,000 |
41,461 |
4.5% |
28,000 |
7 |
0 |
Closed - End Fund - E... |
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GS |
Goldman Sachs Group Inc |
14 |
- |
$457.43 |
$448,000 |
1,073 |
1.16% |
35,000 |
2 |
0 |
Investment Brokerage ... |
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