Personal Wealth Partners

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

Portfolio Holdings for Personal Wealth Partners

Companies in the Personal Wealth Partners portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Min Vol Etf (USMV) 27.7 $51M 834k 60.63
Ishares Tr Core S&p Scp Etf (IJR) 10.0 $18M +4% 267k 68.29
Ishares Tr Min Vol Eafe Etf (EFAV) 10.0 $18M 276k 66.06
Ishares Tr Core Us Aggbd Et (AGG) 5.0 $9.2M -9% 78k 118.22
Ishares Tr Core S&p500 Etf (IVV) 4.4 $8.0M -2% 26k 309.69
Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $7.8M -42% 44k 177.82
Ishares Tr S&p 500 Grwt Etf (IVW) 4.2 $7.7M -6% 37k 207.48
Ishares Tr S&p 500 Val Etf (IVE) 4.1 $7.5M -34% 69k 108.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $5.8M -3% 19k 308.35
Ishares Core Msci Emkt (IEMG) 3.0 $5.5M -9% 115k 47.60
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.4 $4.4M NEW 151k 28.98
Ishares Gold Trust Ishares (IAU) 2.1 $3.9M +12% 231k 16.99
Ishares Tr Russell 2000 Etf (IWM) 1.7 $3.2M 22k 143.17
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.5 $2.8M -2% 8.6k 324.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.4M +9% 14k 178.52
Ishares Tr Core Msci Eafe (IEFA) 1.2 $2.2M +69% 39k 57.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $1.8M +2% 22k 81.60
Ishares Tr Msci Kld400 Soc (DSI) 0.8 $1.4M 12k 117.99
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.7 $1.3M 26k 50.00
Healthcare Tr Amer Cl A New (HTA) 0.7 $1.2M 45k 26.52
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $990k -17% 5.8k 169.75
Vanguard World Fds Health Car Etf (VHT) 0.5 $923k -11% 4.8k 192.65
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.5 $899k 18k 49.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $866k -2% 3.5k 247.50
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $784k -17% 6.5k 120.41
Ishares Tr Msci Eafe Etf (EFA) 0.4 $779k -63% 13k 60.84
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.4 $701k -4% 14k 51.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $630k -17% 9.1k 69.42
Honeywell International (HON) 0.3 $625k 4.3k 144.64
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $622k -27% 9.0k 69.15
Glacier Ban (GBCI) 0.3 $605k 17k 35.32
Us Bancorp Del Com New (USB) 0.3 $604k 16k 36.84
Invesco Exchange-traded Fd T Solar Etf (TAN) 0.3 $542k 15k 36.12
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $542k 6.9k 78.85
Marsh & McLennan Companies (MMC) 0.3 $523k 4.9k 107.35
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $448k +100% 4.4k 101.75
Invesco Exch Trd Slf Idx Bulshs 2020 Cb (BSCK) 0.2 $447k +10% 21k 21.28
Ishares Tr Msci Lw Crb Tg (CRBN) 0.2 $444k 3.7k 120.75
Microsoft Corporation (MSFT) 0.2 $433k 2.1k 203.67
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.2 $417k 11k 38.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $399k 7.4k 54.11
Amazon (AMZN) 0.2 $395k 143.00 2762.24
Ishares Tr Core Total Usd (IUSB) 0.2 $394k -11% 7.3k 54.31
MercadoLibre (MELI) 0.2 $394k NEW 400.00 985.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $394k -7% 3.7k 107.80
Apple (AAPL) 0.2 $380k 1.0k 365.03
Vanguard Index Fds Small Cp Etf (VB) 0.2 $362k NEW 2.5k 145.85
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $355k -10% 9.5k 37.34
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $327k -31% 2.5k 132.82
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $299k 5.4k 55.79
Fs Kkr Capital Corp. Ii 0.2 $288k NEW 22k 12.87
Select Sector Spdr Tr Technology (XLK) 0.2 $280k 2.7k 104.44
Best Buy (BBY) 0.2 $278k NEW 3.2k 87.15
Vaneck Vectors Etf Tr Amt Free Short M (SMB) 0.1 $253k 14k 17.99
Bristol Myers Squibb (BMY) 0.1 $251k 4.3k 58.88
Abbvie (ABBV) 0.1 $232k NEW 2.4k 98.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $227k -20% 1.4k 156.77
Ishares U S Etf Tr Sht Mat Mun Etf (MEAR) 0.1 $220k 4.4k 50.11
Wal-Mart Stores (WMT) 0.1 $216k 1.8k 119.80
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $202k NEW 2.6k 78.84
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $202k NEW 3.4k 59.20
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $200k -54% 4.8k 41.35
Polymet Mining Corp (PLM) 0.0 $4.0k 10k 0.39

Past Filings by Personal Wealth Partners

SEC 13F filings are viewable for Personal Wealth Partners going back to 2018