Family Wealth Partners

Latest statistics and disclosures from Family Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Family Wealth Partners

Family Wealth Partners holds 40 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lpl Financial Holdings (LPLA) 12.4 $16M 71k 227.62
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Ishares Tr Core S&p Ttl Stk (ITOT) 9.4 $12M 116k 105.23
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Vanguard Index Fds Sm Cp Val Etf (VBR) 6.7 $8.7M 48k 179.97
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Vanguard Index Fds Small Cp Etf (VB) 4.7 $6.1M 29k 213.33
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Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $5.7M 24k 237.22
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.3 $5.6M 95k 59.32
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.2 $5.4M 12k 436.80
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Ishares Tr Core Us Aggbd Et (AGG) 3.8 $4.9M 49k 99.25
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Vanguard Index Fds Value Etf (VTV) 3.5 $4.5M 30k 149.50
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.9 $3.8M 49k 77.02
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.5 $3.3M 36k 89.80
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Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $3.2M 39k 82.04
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Dimensional Etf Trust Us High Profitab (DUHP) 2.4 $3.1M 108k 28.61
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Dimensional Etf Trust Intl High Profit (DIHP) 2.3 $3.0M 116k 25.66
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.3 $3.0M 47k 62.49
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Ishares Tr Core Msci Intl (IDEV) 2.3 $2.9M 46k 63.66
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Dimensional Etf Trust Short Duration F (DFSD) 2.3 $2.9M 63k 47.01
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.2 $2.9M 116k 24.96
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.2 $2.9M 51k 56.14
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.1 $2.7M 58k 47.49
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Wisdomtree Tr Intl Smcap Div (DLS) 1.8 $2.4M 37k 63.85
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $2.3M 48k 47.90
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $2.3M 20k 115.03
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Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $2.1M 24k 88.36
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.6 $2.1M 29k 72.03
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.4 $1.8M 28k 64.48
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.4 $1.8M 61k 29.23
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $1.8M 30k 57.96
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $1.6M 22k 73.55
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Wisdomtree Tr Emg Mkts Smcap (DGS) 1.3 $1.6M 33k 49.92
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Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $1.5M 19k 76.38
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.3M 31k 41.10
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.2M 2.6k 477.63
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $763k 9.9k 77.37
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $632k 13k 49.37
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Ishares Tr Conser Alloc Etf (AOK) 0.3 $386k 11k 36.15
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Fs Kkr Capital Corp (FSK) 0.3 $386k 19k 19.97
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Ishares Tr Micro-cap Etf (IWC) 0.3 $341k 2.9k 116.04
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Ishares Tr Aggres Alloc Etf (AOA) 0.2 $271k 3.9k 69.06
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $207k 6.6k 31.13
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Past Filings by Family Wealth Partners

SEC 13F filings are viewable for Family Wealth Partners going back to 2023