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WealthShield Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IEFOPTION935-100,66290,321,000-9,979,974,0000.01  Hist 06/30/2023
iSHARES TRUST UAECommon2,696-34,906271,298,000-3,510,711,0000.04  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD77,797-57,6783,592,665,000-2,526,741,0000.54  Hist 06/30/2023
iSHARES TRUST IWNRUSL 2000 VALU6,882-10,222968,993,000-1,374,602,0000.15  Hist 06/30/2023
ISHARES U S ETF TR LQDHCommon3,863-10,924359,058,000-995,896,0000.05  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon35,106-23,3061,428,198,000-931,647,0000.22  Hist 06/30/2023
Pacer Funds Trust COWZCommon1,210-17,61957,946,000-826,098,0000.01  Hist 06/30/2023
iShares High Dividend ETF JDR HDVcommon9,376-6,206945,044,000-639,066,0000.14  Hist 06/30/2023
UNION PACIFIC CORP UNPCommon5,743-2,9791,175,116,000-580,300,0000.180.00 Hist 06/30/2023
iSHARES TRUST ISICommon14,836-7,0361,451,554,000-528,956,0000.22  Hist 06/30/2023
WisdomTree Trust AGZDCommon879-10,12538,887,000-440,117,0000.01  Hist 06/30/2023
iSHARES TRUST MTUMCommon3,203-3,263462,064,000-436,987,0000.07  Hist 06/30/2023
iSHARES TRUST SHY1-3 YR TRS BD5,896-5,127478,048,000-427,602,0000.07  Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 60023,532-4,7742,345,005,000-392,205,0000.35  Hist 06/30/2023
VANGUARD SPECIALIZED FUNDS VIGCommon44,506-4,8847,263,501,000-343,037,0001.09  Hist 06/30/2023
iSHARES TRUST ESGUCommon83,466-10,2288,134,625,000-339,993,0001.23  Hist 06/30/2023
Pacer Funds Trust PTBDCommon48,718-16,515973,871,000-338,608,0000.15  Hist 06/30/2023
iSHARES TRUST ISTBCommon33,963-6,6631,584,034,000-331,685,0000.24  Hist 06/30/2023
SSGA FUNDS MANAGEMENT INC XLFCommon48,757-11,6691,643,602,000-299,084,0000.25  Hist 06/30/2023
iSHARES TRUST EMBCommon7,906-3,386684,206,000-290,105,0000.10  Hist 06/30/2023
WisdomTree Trust XSOECommon370,323-11,12210,350,528,000-268,901,0001.56  Hist 06/30/2023
SPDR SERIES TRUST SPYVS&P 500 VALUE32,375-8,1291,398,600,000-250,723,0000.21  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHFCommon527,893-19,84218,819,375,000-241,799,0002.84  Hist 06/30/2023
Pacer Funds Trust PWSCommon94,011-8,8692,577,026,000-209,345,0000.39  Hist 06/30/2023
Global X Funds LITCommon130-3,0008,480,000-190,432,0000.00  Hist 06/30/2023
iSHARES TRUST IWRETF7,820-3,017571,095,000-186,628,0000.09  Hist 06/30/2023
AbbVie Inc. ABBVCOM4,567-464615,319,000-186,447,0000.090.00 Hist 06/30/2023
Meta Platforms, Inc. FBCommon7,680-3,5952,204,006,000-185,618,0000.33  Hist 06/30/2023
Vanguard BD Index Fund Inc Sho BSVCOM1,366-2,352103,229,000-181,161,0000.02  Hist 06/30/2023
Westfield Emerging Markets Small Cap Fund LP TFIETF32,730-3,0981,510,821,000-166,650,0000.23  Hist 06/30/2023
iSHARES TRUST TIPCommon2,954-1,437317,887,000-166,198,0000.05  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND IV FTSMExchange Traded Fund4,633-2,734276,307,000-163,636,0000.04  Hist 06/30/2023
iSHARES TRUST SUSCCommon45,128-6,1771,026,211,000-154,574,0000.15  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VTWOCommon2,240-2,106169,414,000-143,870,0000.03  Hist 06/30/2023
iSHARES TRUST IYECOM4,735-3,140202,858,000-141,653,0000.03  Hist 06/30/2023
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