0001085146-22-001949.txt : 20220510 0001085146-22-001949.hdr.sgml : 20220510 20220510153814 ACCESSION NUMBER: 0001085146-22-001949 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22909259 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 03-31-2022 03-31-2022 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 05-10-2022 0 70 114359 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 268 1653 SH SOLE 0 0 1653 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 218 645 SH SOLE 0 0 645 ALPHABET INC CAP STK CL A 02079K305 731 263 SH SOLE 0 0 263 ALPHABET INC CAP STK CL C 02079K107 425 152 SH SOLE 0 0 152 AMAZON COM INC COM 023135106 678 208 SH SOLE 0 0 208 APPLE INC COM 037833100 2138 12245 SH SOLE 0 0 12245 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 269 761 SH SOLE 0 0 761 BK OF AMERICA CORP COM 060505104 217 5258 SH SOLE 0 0 5258 COSTCO WHSL CORP NEW COM 22160K105 354 615 SH SOLE 0 0 615 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 35681 727880 SH SOLE 0 0 727880 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2732 48740 SH SOLE 0 0 48740 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4186 89876 SH SOLE 0 0 89876 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1875 75163 SH SOLE 0 0 75163 DOCGO INC COM 256086109 101 10896 SH SOLE 0 0 10896 EXXON MOBIL CORP COM 30231G102 285 3453 SH SOLE 0 0 3453 FLEXSHARES TR M STAR DEV MKT 33939L803 1614 23723 SH SOLE 0 0 23723 FLEXSHARES TR MORNSTAR USMKT 33939L100 284 1629 SH SOLE 0 0 1629 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 378 93906 SH SOLE 0 0 93906 HOME DEPOT INC COM 437076102 426 1422 SH SOLE 0 0 1422 INTERNATIONAL BUSINESS MACHS COM 459200101 308 2366 SH SOLE 0 0 2366 INVESCO QQQ TR UNIT SER 1 46090E103 720 1986 SH SOLE 0 0 1986 ISHARES INC CORE MSCI EMKT 46434G103 2449 44094 SH SOLE 0 0 44094 ISHARES INC MSCI CDA ETF 464286509 760 18903 SH SOLE 0 0 18903 ISHARES TR COHEN STEER REIT 464287564 1014 14276 SH SOLE 0 0 14276 ISHARES TR CORE MSCI EAFE 46432F842 8197 117930 SH SOLE 0 0 117930 ISHARES TR CORE MSCI TOTAL 46432F834 310 4658 SH SOLE 0 0 4658 ISHARES TR CORE S&P MCP ETF 464287507 1276 4757 SH SOLE 0 0 4757 ISHARES TR CORE S&P500 ETF 464287200 425 936 SH SOLE 0 0 936 ISHARES TR ESG AWR US AGRGT 46435U549 643 12450 SH SOLE 0 0 12450 ISHARES TR MSCI EAFE ETF 464287465 247 3362 SH SOLE 0 0 3362 ISHARES TR MSCI EMG MKT ETF 464287234 235 5210 SH SOLE 0 0 5210 ISHARES TR RUS 1000 ETF 464287622 1015 4061 SH SOLE 0 0 4061 ISHARES TR RUS 1000 GRW ETF 464287614 2524 9090 SH SOLE 0 0 9090 ISHARES TR RUS 2000 VAL ETF 464287630 584 3619 SH SOLE 0 0 3619 ISHARES TR RUSSELL 3000 ETF 464287689 15056 57385 SH SOLE 0 0 57385 ISHARES TR S&P MC 400GR ETF 464287606 480 6208 SH SOLE 0 0 6208 JOHNSON & JOHNSON COM 478160104 305 1720 SH SOLE 0 0 1720 JPMORGAN CHASE & CO COM 46625H100 313 2295 SH SOLE 0 0 2295 MARRIOTT INTL INC NEW CL A 571903202 239 1362 SH SOLE 0 0 1362 MICROSOFT CORP COM 594918104 1568 5086 SH SOLE 0 0 5086 MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109 32 12326 SH SOLE 0 0 12326 NVIDIA CORPORATION COM 67066G104 399 1464 SH SOLE 0 0 1464 PFIZER INC COM 717081103 232 4484 SH SOLE 0 0 4484 PROSHARES TR PSHS ULT S&P 500 74347R107 415 6319 SH SOLE 0 0 6319 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 209 5691 SH SOLE 0 0 5691 SPDR S&P 500 ETF TR TR UNIT 78462F103 3840 8503 SH SOLE 0 0 8503 SPDR SER TR PRTFLO S&P500 VL 78464A508 779 18656 SH SOLE 0 0 18656 TESLA INC COM 88160R101 552 512 SH SOLE 0 0 512 UNITEDHEALTH GROUP INC COM 91324P102 221 433 SH SOLE 0 0 433 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 257 3300 SH SOLE 0 0 3300 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 335 4212 SH SOLE 0 0 4212 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 202 3859 SH SOLE 0 0 3859 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 633 3819 SH SOLE 0 0 3819 VANGUARD INDEX FDS GROWTH ETF 922908736 1289 4481 SH SOLE 0 0 4481 VANGUARD INDEX FDS LARGE CAP ETF 922908637 644 3090 SH SOLE 0 0 3090 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 409 1836 SH SOLE 0 0 1836 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 269 1798 SH SOLE 0 0 1798 VANGUARD INDEX FDS MID CAP ETF 922908629 330 1388 SH SOLE 0 0 1388 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 361 3333 SH SOLE 0 0 3333 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1756 4229 SH SOLE 0 0 4229 VANGUARD INDEX FDS SM CP VAL ETF 922908611 546 3103 SH SOLE 0 0 3103 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2919 12820 SH SOLE 0 0 12820 VANGUARD INDEX FDS VALUE ETF 922908744 753 5097 SH SOLE 0 0 5097 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 534 11575 SH SOLE 0 0 11575 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 239 4594 SH SOLE 0 0 4594 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2475 24435 SH SOLE 0 0 24435 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 721 9726 SH SOLE 0 0 9726 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 434 9035 SH SOLE 0 0 9035 VANGUARD WORLD FD MEGA GRWTH IND 921910816 840 3566 SH SOLE 0 0 3566 WALMART INC COM 931142103 206 1382 SH SOLE 0 0 1382