Wealthgate Family Office as of March 31, 2024
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 22 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 44.6 | $17M | 33k | 523.07 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 9.5 | $3.7M | 55k | 66.30 | |
| Evercommerce (EVCM) | 7.2 | $2.8M | 294k | 9.42 | |
| Apple (AAPL) | 6.9 | $2.7M | 16k | 171.48 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 5.1 | $2.0M | 56k | 34.88 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.9 | $1.9M | 7.3k | 259.88 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.5 | $1.7M | 42k | 41.77 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.0 | $781k | 9.8k | 79.86 | |
| Lamb Weston Hldgs (LW) | 1.9 | $733k | 6.9k | 106.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $691k | 1.6k | 420.52 | |
| ConAgra Foods (CAG) | 1.7 | $672k | 23k | 29.64 | |
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $517k | 12k | 42.01 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $473k | 2.4k | 200.30 | |
| Goldman Sachs (GS) | 1.2 | $448k | 1.1k | 417.87 | |
| Arrow Electronics (ARW) | 1.0 | $399k | 3.1k | 129.46 | |
| Nike CL B (NKE) | 1.0 | $376k | 4.0k | 93.98 | |
| Coinbase Global Com Cl A (COIN) | 0.9 | $344k | 1.3k | 265.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $311k | 2.1k | 150.93 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $264k | 272.00 | 970.47 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $236k | 3.3k | 72.36 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $206k | 2.8k | 74.22 | |
| Exchange Traded Concepts Tru Emqq Em Intern (EMQQ) | 0.5 | $201k | 6.4k | 31.31 |
