Wealthspire Advisors, LLC
CIK Number: 0001646247
Main Sectors:
Top Industries:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 664.94 | +0.56% | 5.18M | +102.78% | 2.91B | 486.95 | 17.40% | Share |
| 2 | VOO | Vanguard S&P 50... | 610.12 | +0.58% | 2.35M | +100.73% | 1.21B | 408.65 | 7.22% | Share |
| 3 | VEA | Vanguard Develo... | 59.41 | +0.59% | 22.51M | +110.74% | 1.14B | 47.82 | 6.84% | Share |
| 4 | IJH | iShares Core S&... | 65.33 | +1.02% | 15.48M | +103.50% | 903.26M | 53.7 | 5.40% | Share |
| 5 | SCHD | Schwab U.S. Div... | 27.23 | +0.87% | 29.55M | +95.16% | 826.35M | 25.34 | 4.94% | Share |
| 6 | VXUS | Vanguard Total ... | 72.75 | +0.36% | 10.26M | +113.88% | 636.88M | 59.1 | 3.81% | Share |
| 7 | VTI | Vanguard Total ... | 327.17 | +0.62% | 2.27M | +97.74% | 623.04M | 231.88 | 3.72% | Share |
| 8 | IJR | iShares Core S&... | 118.46 | +0.98% | 3.88M | +105.30% | 406.08M | 99.31 | 2.43% | Share |
| 9 | SCHF | Schwab Internat... | 23.08 | +0.61% | 20.46M | +100.63% | 404.7M | 17.57 | 2.42% | Share |
| 10 | VWO | Vanguard Emergi... | 53.55 | -0.18% | 8.34M | +111.01% | 377.29M | 44.65 | 2.25% | Share |
| 11 | VUG | Vanguard Growth... | 476.43 | +0.45% | 919.56K | +101.42% | 340.99M | 327.17 | 2.04% | Share |
| 12 | SPY | SPDR S&P 500 ET... | 661.75 | +0.56% | 568.88K | -2.94% | 318.24M | 373.15 | 1.90% | Share |
| 13 | VTIP | Vanguard Short-... | 50.63 | +0.06% | 6.12M | +122.68% | 305.61M | 49.11 | 1.83% | Share |
| 14 | VO | Vanguard Mid Ca... | 292.46 | +1.09% | 1.12M | +100.84% | 289.42M | 232.99 | 1.73% | Share |
| 15 | DFAC | Dimensional U.S... | 38.41 | +0.69% | 8.32M | +4.30% | 274.44M | 34.11 | 1.64% | Share |
| 16 | VXF | Vanguard Extend... | 209.18 | +0.84% | 1.58M | +103.04% | 272.69M | 164.31 | 1.63% | Share |
| 17 | VV | Vanguard Large ... | 306.75 | +0.59% | 869.42K | +93.70% | 223.47M | 210.69 | 1.34% | Share |
| 18 | IUSB | iShares Core To... | 46.62 | +0.04% | 4.49M | -0.49% | 206.85M | 47.17 | 1.24% | Share |
| 19 | MSFT | Microsoft Corpo... | 511.46 | +0.87% | 447.89K | +93.18% | 168.13M | 350.73 | 1.00% | Share |
| 20 | VB | Vanguard Small ... | 254.88 | +0.91% | 748.65K | +99.40% | 166.01M | 200.8 | 0.99% | Share |
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