0001085146-23-002032.txt : 20230504 0001085146-23-002032.hdr.sgml : 20230504 20230503212858 ACCESSION NUMBER: 0001085146-23-002032 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230503 EFFECTIVENESS DATE: 20230504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WealthSpring Partners, LLC CENTRAL INDEX KEY: 0001961292 IRS NUMBER: 811361221 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22855 FILM NUMBER: 23886108 BUSINESS ADDRESS: STREET 1: 5000 AIRPORT PLAZA DRIVE STREET 2: SUITE 245 CITY: LONG BEACH STATE: CA ZIP: 90815 BUSINESS PHONE: 562-491-4410 MAIL ADDRESS: STREET 1: 5000 AIRPORT PLAZA DRIVE STREET 2: SUITE 245 CITY: LONG BEACH STATE: CA ZIP: 90815 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001961292 XXXXXXXX 03-31-2023 03-31-2023 false WealthSpring Partners, LLC

5000 AIRPORT PLAZA DRIVE SUITE 245 LONG BEACH CA 90815

13F HOLDINGS REPORT 028-22855 000322756 801-126563 N Theodore Athans 562-491-4410 /s/Theodore Athans Chino Hills CA 05-03-2023 0 72 129235321 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 378982 2378 SH SOLE 0 0 2378 ALPHABET INC CAP STK CL A 02079K305 926308 8930 SH SOLE 0 0 8930 ALPHABET INC CAP STK CL C 02079K107 497348 4782 SH SOLE 0 0 4782 AMAZON COM INC COM 023135106 1662969 16100 SH SOLE 0 0 16100 AMERICAN EXPRESS CO COM 025816109 252440 1531 SH SOLE 0 0 1531 AMGEN INC COM 031162100 357004 1476 SH SOLE 0 0 1476 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 512966 7687 SH SOLE 0 0 7687 APPLE INC COM 037833100 6101332 37000 SH SOLE 0 0 37000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3887723 12592 SH SOLE 0 0 12592 BOEING CO COM 097023105 443188 2086 SH SOLE 0 0 2086 CHEVRON CORP NEW COM 166764100 2280795 13978 SH SOLE 0 0 13978 CHURCH & DWIGHT CO INC COM 171340102 575196 6506 SH SOLE 0 0 6506 CISCO SYS INC COM 17275R102 748964 14328 SH SOLE 0 0 14328 CLOROX CO DEL COM 189054109 207918 1314 SH SOLE 0 0 1314 COSTCO WHSL CORP NEW COM 22160K105 1447062 2912 SH SOLE 0 0 2912 DEERE & CO COM 244199105 330304 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 741204 27502 SH SOLE 0 0 27502 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 12703517 498568 SH SOLE 0 0 498568 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 687639 13048 SH SOLE 0 0 13048 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2683320 116362 SH SOLE 0 0 116362 DISNEY WALT CO COM 254687106 694914 6940 SH SOLE 0 0 6940 EATON VANCE TAX-MANAGED GLOB COM 27829F108 188924 24190 SH SOLE 0 0 24190 ENTERPRISE PRODS PARTNERS L COM 293792107 243518 9402 SH SOLE 0 0 9402 EXXON MOBIL CORP COM 30231G102 462320 4215 SH SOLE 0 0 4215 GLOBAL X FDS S&P 500 COVERED 37954Y475 220726 5450 SH SOLE 0 0 5450 HOME DEPOT INC COM 437076102 636138 2155 SH SOLE 0 0 2155 INTEL CORP COM 458140100 250334 7662 SH SOLE 0 0 7662 INTERNATIONAL BUSINESS MACHS COM 459200101 765166 5836 SH SOLE 0 0 5836 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 267422 5446 SH SOLE 0 0 5446 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 9666829 181197 SH SOLE 0 0 181197 ISHARES TR 1 3 YR TREAS BD 464287457 230890 2810 SH SOLE 0 0 2810 ISHARES TR CORE HIGH DV ETF 46429B663 843732 8300 SH SOLE 0 0 8300 ISHARES TR CORE S&P TTL STK 464287150 544064 6008 SH SOLE 0 0 6008 ISHARES TR CORE S&P500 ETF 464287200 10481181 25497 SH SOLE 0 0 25497 ISHARES TR CORE US AGGBD ET 464287226 17846091 179105 SH SOLE 0 0 179105 ISHARES TR ESG AWR MSCI USA 46435G425 262044 2897 SH SOLE 0 0 2897 ISHARES TR PFD AND INCM SEC 464288687 211312 6768 SH SOLE 0 0 6768 ISHARES TR SHORT TREAS BD 464288679 460200 4164 SH SOLE 0 0 4164 ISHARES TR TIPS BD ETF 464287176 2814425 25527 SH SOLE 0 0 25527 ISHARES TR U.S. MED DVC ETF 464288810 1034472 19164 SH SOLE 0 0 19164 ISHARES TR US CONSM STAPLES 464287812 8770537 44023 SH SOLE 0 0 44023 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 470542 8618 SH SOLE 0 0 8618 JPMORGAN CHASE & CO COM 46625H100 926160 7108 SH SOLE 0 0 7108 KIMBERLY-CLARK CORP COM 494368103 383502 2858 SH SOLE 0 0 2858 MEDTRONIC PLC SHS G5960L103 334890 4154 SH SOLE 0 0 4154 MICROSOFT CORP COM 594918104 1722604 5976 SH SOLE 0 0 5976 MOTOROLA SOLUTIONS INC COM NEW 620076307 222260 776 SH SOLE 0 0 776 NEXTERA ENERGY INC COM 65339F101 610712 7924 SH SOLE 0 0 7924 NOVARTIS AG SPONSORED ADR 66987V109 266138 2892 SH SOLE 0 0 2892 NVIDIA CORPORATION COM 67066G104 788694 2840 SH SOLE 0 0 2840 PEPSICO INC COM 713448108 328140 1800 SH SOLE 0 0 1800 PRUDENTIAL FINL INC COM 744320102 432552 5228 SH SOLE 0 0 5228 PUBLIC STORAGE COM 74460D109 377646 1250 SH SOLE 0 0 1250 RAYTHEON TECHNOLOGIES CORP COM 75513E101 694404 7090 SH SOLE 0 0 7090 SKYWORKS SOLUTIONS INC COM 83088M102 258854 2194 SH SOLE 0 0 2194 SPDR GOLD TR GOLD SHS 78463V107 781617 4266 SH SOLE 0 0 4266 SPDR S&P 500 ETF TR TR UNIT 78462F103 5437357 13282 SH SOLE 0 0 13282 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2165230 4724 SH SOLE 0 0 4724 STARBUCKS CORP COM 855244109 695414 6678 SH SOLE 0 0 6678 STRYKER CORPORATION COM 863667101 535066 1874 SH SOLE 0 0 1874 TESLA INC COM 88160R101 377162 1818 SH SOLE 0 0 1818 THERMO FISHER SCIENTIFIC INC COM 883556102 240474 418 SH SOLE 0 0 418 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 525472 7118 SH SOLE 0 0 7118 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 6695852 136874 SH SOLE 0 0 136874 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5127302 126913 SH SOLE 0 0 126913 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1160130 12598 SH SOLE 0 0 12598 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 375410 7850 SH SOLE 0 0 7850 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1041708 9874 SH SOLE 0 0 9874 VANGUARD WORLD FDS INF TECH ETF 92204A702 734774 1906 SH SOLE 0 0 1906 VISA INC COM CL A 92826C839 475420 2108 SH SOLE 0 0 2108 WELLS FARGO CO NEW COM 949746101 390115 10436 SH SOLE 0 0 10436 WP CAREY INC COM 92936U109 338302 4368 SH SOLE 0 0 4368