The Analysis of WEALTHSPAN PARTNERS, LLC's Holdings
Currently, WEALTHSPAN PARTNERS, LLC holds 122 types of securities in its portfolio with a total value $274.9M. In the most recent quarter, they have increased their positions in STIP (+24.2K shares, valued at $2.5M), VCSH (+22.0K shares, valued at $1.8M), FBND (+32.9K shares, valued at $1.5M); decreased their positions in VUG (-3.1K shares, valued at $1.5M), DUSB (-28.6K shares, valued at $1.4M), IJH (-7.1K shares, valued at $470.0K); initiated new positions in EVMO (+28.5K shares, valued at $1.4M), CSX (+36.3K shares, valued at $1.3M), N/A (+814 shares, valued at $250.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS75.8K shares-3.91%2025-12-312026-01-27
VTV VANGUARD INDEX FDS132.2K shares0.78%2025-12-312026-01-27 DE DEERE & CO28.6K shares0.38%2025-12-312026-01-27 VCSH VANGUARD SCOTTSDALE FDS114.9K shares23.74%2025-12-312026-01-27 DUSB DIMENSIONAL ETF TRUST171.7K shares-14.29%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS36.8K shares-3.47%2025-12-312026-01-27 DFCF DIMENSIONAL ETF TRUST174.4K shares7.52%2025-12-312026-01-27 DFAI DIMENSIONAL ETF TRUST178.4K shares0.74%2025-12-312026-01-27 FBND FIDELITY MERRIMACK STR TR146.7K shares28.88%2025-12-312026-01-27 VYM VANGUARD WHITEHALL FDS45.5K shares-0.33%2025-12-312026-01-27 EVSD MORGAN STANLEY ETF TRUST116.2K shares-5.29%2025-12-312026-01-27 MSFT MICROSOFT CORP12.1K shares-1.71%2025-12-312026-01-27 AAPL APPLE INC19.4K shares-0.88%2025-12-312026-01-27 IVW ISHARES TR42.0K shares-0.20%2025-12-312026-01-27 VO VANGUARD INDEX FDS17.3K shares8.85%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR179.0K shares37.20%2025-12-312026-01-27 JEPI J P MORGAN EXCHANGE TRADED F77.0K shares8.17%2025-12-312026-01-27 IWM ISHARES TR17.6K shares6.37%2025-12-312026-01-27 DFAS DIMENSIONAL ETF TRUST60.7K shares-0.94%2025-12-312026-01-27 FNDF SCHWAB STRATEGIC TR92.6K shares3.41%2025-12-312026-01-27 IWD ISHARES TR18.8K shares-3.13%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS60.6K shares19.29%2025-12-312026-01-27 DFAC DIMENSIONAL ETF TRUST82.9K shares-4.58%2025-12-312026-01-27 STIP ISHARES TR29.8K shares431.05%2025-12-312026-01-27 EVSM MORGAN STANLEY ETF TRUST51.5K shares-7.39%2025-12-312026-01-27 SLV ISHARES SILVER TR38.2K shares-3.62%2025-12-312026-01-27 CAT CATERPILLAR INC4.2K shares-0.43%2025-12-312026-01-27 VB VANGUARD INDEX FDS9.1K shares-1.29%2025-12-312026-01-27 LLY ELI LILLY & CO2.1K shares0.48%2025-12-312026-01-27 MCD MCDONALDS CORP7.0K shares0.00%2025-12-312026-01-27 WMT WALMART INC17.5K shares-1.76%2025-12-312026-01-27 VBR VANGUARD INDEX FDS9.0K shares-2.19%2025-12-312026-01-27 NVDA NVIDIA CORPORATION9.7K shares1.33%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR2.1K shares0.61%2025-12-312026-01-27 EVMO MORGAN STANLEY ETF TRUST28.5K sharesnew addition2025-12-312026-01-27 DFIC DIMENSIONAL ETF TRUST40.4K shares2.74%2025-12-312026-01-27 CSX CSX CORP36.3K sharesnew addition2025-12-312026-01-27 IJH ISHARES TR18.3K shares-28.02%2025-12-312026-01-27 DIHP DIMENSIONAL ETF TRUST37.4K shares4.75%2025-12-312026-01-27 MLPX GLOBAL X FDS18.5K shares1.03%2025-12-312026-01-27 VHT VANGUARD WORLD FD3.8K shares0.21%2025-12-312026-01-27 WFC WELLS FARGO CO NEW11.3K shares9.88%2025-12-312026-01-27 SCHG SCHWAB STRATEGIC TR32.3K shares-8.75%2025-12-312026-01-27 EVLN MORGAN STANLEY ETF TRUST20.1K shares208.00%2025-12-312026-01-27 JEPQ J P MORGAN EXCHANGE TRADED F16.8K shares22.80%2025-12-312026-01-27 DFAT DIMENSIONAL ETF TRUST16.3K shares-1.89%2025-12-312026-01-27 GLD SPDR GOLD TR2.4K shares-3.69%2025-12-312026-01-27 AMZN AMAZON COM INC4.1K shares0.74%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON4.4K shares-2.49%2025-12-312026-01-27 DFUS DIMENSIONAL ETF TRUST12.1K shares0.00%2025-12-312026-01-27 DUHP DIMENSIONAL ETF TRUST23.4K shares-3.26%2025-12-312026-01-27 DFIV DIMENSIONAL ETF TRUST17.3K shares11.88%2025-12-312026-01-27 COPX GLOBAL X FDS11.8K shares-4.47%2025-12-312026-01-27 COP CONOCOPHILLIPS9.0K shares-0.44%2025-12-312026-01-27 ALPHABET INC ALPHABET INC2.5K shares0.00%2025-12-312026-01-27 ABBV ABBVIE INC3.4K shares0.03%2025-12-312026-01-27 XOM EXXON MOBIL CORP5.9K shares20.41%2025-12-312026-01-27 IVV ISHARES TR1.0K shares0.00%2025-12-312026-01-27 DFIS DIMENSIONAL ETF TRUST21.1K shares25.57%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F12.7K shares7.65%2025-12-312026-01-27 GRID FIRST TR EXCHANGE TRADED FD4.3K shares2.12%2025-12-312026-01-27 HNI HNI CORP15.1K shares0.00%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.2.0K shares-0.20%2025-12-312026-01-27 HWM HOWMET AEROSPACE INC2.9K shares139.41%2025-12-312026-01-27 TSLA TESLA INC1.3K shares0.00%2025-12-312026-01-27 AXON AXON ENTERPRISE INC1.0K shares14.67%2025-12-312026-01-27 BCD ABRDN ETFS18.4K shares18.35%2025-12-312026-01-27 TRGP TARGA RES CORP3.1K shares0.00%2025-12-312026-01-27 HD HOME DEPOT INC1.6K shares2.51%2025-12-312026-01-27 ROL ROLLINS INC9.1K shares0.00%2025-12-312026-01-27 NEE NEXTERA ENERGY INC6.8K shares-1.00%2025-12-312026-01-27 PHO INVESCO EXCHANGE TRADED FD T7.7K shares-9.97%2025-12-312026-01-27 ICSH ISHARES TR10.2K shares-2.86%2025-12-312026-01-27 OKE ONEOK INC NEW6.8K shares0.45%2025-12-312026-01-27 SOFI SOFI TECHNOLOGIES INC18.9K shares2.44%2025-12-312026-01-27 VOT VANGUARD INDEX FDS1.8K shares-4.71%2025-12-312026-01-27 CW CURTISS WRIGHT CORP800 shares0.00%2025-12-312026-01-27 BAC BANK AMERICA CORP7.4K shares51.22%2025-12-312026-01-27 ORCL ORACLE CORP2.1K shares0.00%2025-12-312026-01-27 NLR VANECK ETF TRUST3.2K shares18.11%2025-12-312026-01-27 VGT VANGUARD WORLD FD509 shares-7.29%2025-12-312026-01-27 ONDS ONDAS HLDGS INC38.5K shares0.26%2025-12-312026-01-27 PAVE GLOBAL X FDS7.8K shares0.00%2025-12-312026-01-27 DIA SPDR DOW JONES INDL AVERAGE767 shares-2.17%2025-12-312026-01-27 ABT ABBOTT LABS2.9K shares0.00%2025-12-312026-01-27 SO SOUTHERN CO4.1K shares0.07%2025-12-312026-01-27 VBK VANGUARD INDEX FDS1.2K shares-3.99%2025-12-312026-01-27 BSX BOSTON SCIENTIFIC CORP3.7K shares0.00%2025-12-312026-01-27 IUSV ISHARES TR3.4K shares-5.06%2025-12-312026-01-27 SLB SLB LIMITED8.9K shares0.00%2025-12-312026-01-27 TRV TRAVELERS COMPANIES INC1.2K shares0.00%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC1.6K shares-10.81%2025-12-312026-01-27 DFAE DIMENSIONAL ETF TRUST9.9K shares40.45%2025-12-312026-01-27 JSMD JANUS DETROIT STR TR3.8K shares-2.56%2025-12-312026-01-27 DFAR DIMENSIONAL ETF TRUST13.1K shares-13.51%2025-12-312026-01-27 SCHV SCHWAB STRATEGIC TR10.0K shares-33.57%2025-12-312026-01-27 BP BP PLC8.5K shares43.63%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW340 shares0.89%2025-12-312026-01-27 VV VANGUARD INDEX FDS916 shares1.44%2025-12-312026-01-27 V VISA INC809 shares-2.06%2025-12-312026-01-27 IWO ISHARES TR865 shares4.98%2025-12-312026-01-27 NVG NUVEEN AMT FREE MUN CR INC F21.8K shares83.72%2025-12-312026-01-27 VOE VANGUARD INDEX FDS1.5K shares-9.28%2025-12-312026-01-27 IBIT ISHARES BITCOIN TRUST ETF5.1K shares3.99%2025-12-312026-01-27 BDJ BLACKROCK ENHANCED EQUITY DI26.6K shares0.43%2025-12-312026-01-27 DFGX DIMENSIONAL ETF TRUST4.8K shares-49.07%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE814 sharesnew addition2025-12-312026-01-27 ED CONSOLIDATED EDISON INC2.3K shares0.31%2025-12-312026-01-27 PEP PEPSICO INC1.6K shares0.00%2025-12-312026-01-27 PSX PHILLIPS 661.7K shares0.00%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO1.6K shares0.19%2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC1.2K shares0.00%2025-12-312026-01-27 DNP DNP SELECT INCOME FD INC21.3K shares1.09%2025-12-312026-01-27 KMI KINDER MORGAN INC DEL7.5K shares-1.73%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS684 sharesnew addition2025-12-312026-01-27 ITOT ISHARES TR1.3K sharesnew addition2025-12-312026-01-27 BBAI BIGBEAR AI HLDGS INC16.4K shares0.00%2025-12-312026-01-27 FUBO FUBOTV INC18.5K shares0.00%2025-12-312026-01-27 Call Option Holdings
Put Option Holdings
No put option holdings data available