Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WEALTHSPIRE ADVISORS, L.P.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
348,366 |
$93,763k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
292,085 |
$86,092k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
1,756,263 |
$73,254k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
344,962 |
$63,739k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
585,293 |
$45,817k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
273,151 |
$45,660k |
|
SCHWAB STRATEGIC TR (808524805)
|
1,415,555 |
$45,425k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
221,673 |
$43,062k |
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
1,545,051 |
$38,858k |
|
SCHWAB STRATEGIC TR (808524201)
|
473,091 |
$33,206k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
209,339 |
$32,552k |
|
SCHWAB STRATEGIC TR (808524706)
|
930,276 |
$24,410k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
77,029 |
$22,569k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
309,517 |
$22,124k |
|
Apple Inc (037833100)
|
98,567 |
$19,508k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
371,991 |
$18,968k |
|
MICROSOFT CORP (594918104)
|
133,119 |
$17,833k |
|
Ishares Core 1-5 Year Usd Bond Etf (46432F859)
|
304,615 |
$15,362k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
95,891 |
$15,022k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
282,013 |
$14,947k |
|
ISHARES TR (464288372)
|
286,599 |
$13,241k |
|
VANGUARD INDEX FDS (922908652)
|
105,057 |
$12,458k |
|
iShares Core MSCI Total Intern (46432F834)
|
196,584 |
$11,528k |
|
ISHARES RUS (464287689)
|
64,005 |
$11,032k |
|
SPDR INDEX SHS FDS (78463X749)
|
203,866 |
$10,173k |
|
Amazon.com Inc (023135106)
|
5,140 |
$9,733k |
|
VERIZON COMMUNICATIONS (92343V104)
|
161,669 |
$9,236k |
|
Berkshire Hathaway, Inc. (084670702)
|
42,632 |
$9,088k |
|
ATLANTIC UN BANKSHAR (04911A107)
|
256,648 |
$9,067k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
71,077 |
$9,042k |
|
ISHARES (464287465)
|
132,268 |
$8,694k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
24,163 |
$8,568k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
52,653 |
$8,284k |
|
PFIZER INC (717081103)
|
170,574 |
$7,389k |
|
STRYKER CORP (863667101)
|
34,518 |
$7,096k |
|
Schwab US Tips ETF (SCHP) (808524870)
|
125,855 |
$7,087k |
|
VANGUARD GROUP (921908844)
|
58,993 |
$6,794k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
156,692 |
$6,664k |
|
MASTERCARD INC (57636Q104)
|
24,477 |
$6,475k |
|
JOHNSON & JOHNSON (478160104)
|
45,115 |
$6,284k |
|
STARBUCKS CORP (855244109)
|
71,187 |
$5,968k |
|
COCA-COLA CO (191216100)
|
113,077 |
$5,758k |
|
PEPSICO INC (713448108)
|
42,973 |
$5,635k |
|
Exxon Mobil Corp (30231G102)
|
69,171 |
$5,301k |
|
VISA INC COM CL A (92826C839)
|
30,113 |
$5,226k |
|
ALPHABET INC (02079K305)
|
4,793 |
$5,189k |
|
JPMORGAN CHASE & CO (46625H100)
|
45,172 |
$5,050k |
|
PROCTER & GAMBLE CO (742718109)
|
46,053 |
$5,050k |
|
DISNEY WALT CO (254687106)
|
36,123 |
$5,044k |
|
EAGLE BANCORP INC (268948106)
|
86,980 |
$4,708k |
|
UNITEDHEALTH GRP INC (91324P102)
|
18,658 |
$4,553k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
26,377 |
$4,294k |
|
Facebook Inc (30303M102)
|
22,156 |
$4,276k |
|
MERCK & CO INC (58933Y105)
|
49,170 |
$4,123k |
|
VANGUARD MALVERN FDS (922020805)
|
79,697 |
$3,931k |
|
CHIPOTLE MEXICAN GRL (169656105)
|
5,358 |
$3,927k |
|
Alphabet Inc (02079K107)
|
3,618 |
$3,911k |
|
AT&T INC (00206R102)
|
115,950 |
$3,885k |
|
RESTAURANT BRANDS INTL INC (76131D103)
|
55,394 |
$3,852k |
|
LOWES CO (548661107)
|
36,726 |
$3,706k |
|
CISCO SYSTEMS INC (17275R102)
|
66,806 |
$3,656k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
23,683 |
$3,555k |
|
BECTON DICKINSON (075887109)
|
13,686 |
$3,449k |
|
INTL BUSINESS MCHN (459200101)
|
24,707 |
$3,407k |
|
Chevron Corp (166764100)
|
26,749 |
$3,329k |
|
HOME DEPOT INC (437076102)
|
15,595 |
$3,243k |
|
UNITED TECHNOLOGIES (913017109)
|
24,861 |
$3,237k |
|
3M CO (88579Y101)
|
18,509 |
$3,208k |
|
INTEL CORP (458140100)
|
63,483 |
$3,039k |
|
FISERV INC (337738108)
|
32,944 |
$3,003k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
33,428 |
$2,922k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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