Wealthspire Retirement, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WR Wealthspire Retirement, LLC | Institutional Filer | ▲ 1.35% | $1.67B | 310 |
Current Portfolio Holdings
Showing all 310 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 463K | $302.5M | 18.15% |
| 2 | SHV | ISHARES TR | — | 1.0M | $114.2M | 6.85% |
| 3 | IDEV | ISHARES TR | — | 763K | $63.7M | 3.82% |
| 4 | IGIB | ISHARES TR | — | 863K | $45.9M | 2.76% |
| 5 | AGG | ISHARES TR | — | 424K | $42.1M | 2.52% |
| 6 | ONEQ | FIDELITY COMWLTH TR | — | 468K | $39.8M | 2.38% |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | — | 339K | $37.2M | 2.23% |
| 8 | SPYM | SPDR SERIES TRUST | — | 454K | $34.7M | 2.08% |
| 9 | VO | VANGUARD INDEX FDS | — | 116K | $33.4M | 2.00% |
| 10 | VTV | VANGUARD INDEX FDS | — | 167K | $32.7M | 1.96% |
| 11 | FBND | FIDELITY MERRIMACK STR TR | — | 678K | $30.9M | 1.85% |
| 12 | QQQ | Invesco QQQ Trust | — | 52K | $30.0M | 1.80% |
| 13 | IJH | ISHARES TR | — | 418K | $28.2M | 1.69% |
| 14 | SPSB | SPDR SERIES TRUST | — | 892K | $26.8M | 1.61% |
| 15 | FNDX | SCHWAB STRATEGIC TR | — | 955K | $26.6M | 1.60% |
Showing 1 to 15 of 310 holdings