0001085146-22-000669.txt : 20220209 0001085146-22-000669.hdr.sgml : 20220209 20220208175131 ACCESSION NUMBER: 0001085146-22-000669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220209 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealthstream Advisors, Inc. CENTRAL INDEX KEY: 0001833780 IRS NUMBER: 201192795 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21665 FILM NUMBER: 22603081 BUSINESS ADDRESS: STREET 1: 60 EAST 42ND STREET STREET 2: SUITE 1120 CITY: NEW YORK STATE: NY ZIP: 10065 BUSINESS PHONE: 212-971-9241 MAIL ADDRESS: STREET 1: 60 EAST 42ND STREET STREET 2: SUITE 1120 CITY: NEW YORK STATE: NY ZIP: 10065 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001833780 XXXXXXXX 12-31-2021 12-31-2021 false Wealthstream Advisors, Inc.

60 EAST 42ND STREET SUITE 1120 NEW YORK NY 10065

13F HOLDINGS REPORT 028-21665 N Michael Goodman 212-971-9241 /s/Michael Goodman New York NY 01-21-2022 0 67 117302 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 213 1571 SH SOLE 0 0 1571 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 260 627 SH SOLE 0 0 627 ALPHABET INC CAP STK CL A 02079K305 710 245 SH SOLE 0 0 245 ALPHABET INC CAP STK CL C 02079K107 515 178 SH SOLE 0 0 178 AMAZON COM INC COM 023135106 694 208 SH SOLE 0 0 208 APPLE INC COM 037833100 2140 12051 SH SOLE 0 0 12051 BK OF AMERICA CORP COM 060505104 230 5160 SH SOLE 0 0 5160 COSTCO WHSL CORP NEW COM 22160K105 338 595 SH SOLE 0 0 595 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 248 8545 SH SOLE 0 0 8545 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 36900 713737 SH SOLE 0 0 713737 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2911 48523 SH SOLE 0 0 48523 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4291 90308 SH SOLE 0 0 90308 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1632 62491 SH SOLE 0 0 62491 DOCGO INC COM 256086109 102 10896 SH SOLE 0 0 10896 FLEXSHARES TR M STAR DEV MKT 33939L803 1512 21008 SH SOLE 0 0 21008 FLEXSHARES TR MORNSTAR USMKT 33939L100 285 1560 SH SOLE 0 0 1560 HOME DEPOT INC COM 437076102 588 1418 SH SOLE 0 0 1418 INTERNATIONAL BUSINESS MACHS COM 459200101 297 2223 SH SOLE 0 0 2223 INVESCO QQQ TR UNIT SER 1 46090E103 798 2006 SH SOLE 0 0 2006 ISHARES INC CORE MSCI EMKT 46434G103 2639 44094 SH SOLE 0 0 44094 ISHARES INC MSCI CDA ETF 464286509 726 18903 SH SOLE 0 0 18903 ISHARES TR COHEN STEER REIT 464287564 1083 14236 SH SOLE 0 0 14236 ISHARES TR CORE MSCI EAFE 46432F842 8807 117994 SH SOLE 0 0 117994 ISHARES TR CORE MSCI TOTAL 46432F834 330 4652 SH SOLE 0 0 4652 ISHARES TR CORE S&P MCP ETF 464287507 1351 4774 SH SOLE 0 0 4774 ISHARES TR CORE S&P500 ETF 464287200 476 997 SH SOLE 0 0 997 ISHARES TR ESG AWR US AGRGT 46435U549 454 8233 SH SOLE 0 0 8233 ISHARES TR MSCI EAFE ETF 464287465 264 3355 SH SOLE 0 0 3355 ISHARES TR MSCI EMG MKT ETF 464287234 254 5207 SH SOLE 0 0 5207 ISHARES TR RUS 1000 ETF 464287622 1073 4059 SH SOLE 0 0 4059 ISHARES TR RUS 1000 GRW ETF 464287614 2892 9463 SH SOLE 0 0 9463 ISHARES TR RUS 2000 VAL ETF 464287630 599 3608 SH SOLE 0 0 3608 ISHARES TR RUSSELL 3000 ETF 464287689 16007 57683 SH SOLE 0 0 57683 ISHARES TR S&P MC 400GR ETF 464287606 529 6208 SH SOLE 0 0 6208 JOHNSON & JOHNSON COM 478160104 256 1496 SH SOLE 0 0 1496 JPMORGAN CHASE & CO COM 46625H100 398 2516 SH SOLE 0 0 2516 MARRIOTT INTL INC NEW CL A 571903202 216 1309 SH SOLE 0 0 1309 META PLATFORMS INC CL A 30303M102 372 1107 SH SOLE 0 0 1107 MICROSOFT CORP COM 594918104 1589 4724 SH SOLE 0 0 4724 NIKE INC CL B 654106103 204 1224 SH SOLE 0 0 1224 NVIDIA CORPORATION COM 67066G104 392 1332 SH SOLE 0 0 1332 ORACLE CORP COM 68389X105 218 2505 SH SOLE 0 0 2505 PFIZER INC COM 717081103 266 4507 SH SOLE 0 0 4507 PROSHARES TR PSHS ULT S&P 500 74347R107 462 3158 SH SOLE 0 0 3158 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 221 5686 SH SOLE 0 0 5686 SPDR S&P 500 ETF TR TR UNIT 78462F103 4028 8481 SH SOLE 0 0 8481 SPDR SER TR PRTFLO S&P500 VL 78464A508 762 18145 SH SOLE 0 0 18145 TESLA INC COM 88160R101 518 490 SH SOLE 0 0 490 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 267 3298 SH SOLE 0 0 3298 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 361 4262 SH SOLE 0 0 4262 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 213 3855 SH SOLE 0 0 3855 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 698 3819 SH SOLE 0 0 3819 VANGUARD INDEX FDS GROWTH ETF 922908736 1438 4481 SH SOLE 0 0 4481 VANGUARD INDEX FDS LARGE CAP ETF 922908637 681 3080 SH SOLE 0 0 3080 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 467 1836 SH SOLE 0 0 1836 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 270 1798 SH SOLE 0 0 1798 VANGUARD INDEX FDS MID CAP ETF 922908629 353 1384 SH SOLE 0 0 1384 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 386 3325 SH SOLE 0 0 3325 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1842 4220 SH SOLE 0 0 4220 VANGUARD INDEX FDS SM CP VAL ETF 922908611 554 3099 SH SOLE 0 0 3099 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3045 12613 SH SOLE 0 0 12613 VANGUARD INDEX FDS VALUE ETF 922908744 746 5071 SH SOLE 0 0 5071 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 562 11360 SH SOLE 0 0 11360 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 248 4594 SH SOLE 0 0 4594 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1731 16111 SH SOLE 0 0 16111 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 461 9019 SH SOLE 0 0 9019 VANGUARD WORLD FD MEGA GRWTH IND 921910816 929 3563 SH SOLE 0 0 3563