Family Wealth Partners

Family Wealth Partners as of March 31, 2024

Portfolio Holdings for Family Wealth Partners

Family Wealth Partners holds 41 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lpl Financial Holdings (LPLA) 22.0 $39M 147k 264.20
Ishares Tr Core S&p Ttl Stk (ITOT) 12.1 $21M 185k 115.30
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.2 $9.2M 158k 58.55
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.9 $8.6M 45k 191.88
Vanguard Index Fds Small Cp Etf (VB) 3.4 $5.9M 26k 228.59
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $5.5M 21k 259.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.1 $5.4M 58k 93.71
Dimensional Etf Trust Us High Profitab (DUHP) 3.1 $5.4M 171k 31.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $5.2M 11k 480.70
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.9 $5.2M 78k 65.86
Ishares Tr Core Msci Intl (IDEV) 2.9 $5.1M 76k 67.13
Dimensional Etf Trust Intl High Profit (DIHP) 2.9 $5.1M 189k 26.94
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.8 $5.0M 194k 25.49
Dimensional Etf Trust Short Duration F (DFSD) 2.8 $4.9M 103k 47.04
Vanguard Index Fds Value Etf (VTV) 2.5 $4.4M 27k 162.86
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.3 $4.1M 85k 47.89
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $3.8M 39k 97.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $3.0M 39k 76.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $2.7M 46k 58.65
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $2.7M 32k 81.78
Wisdomtree Tr Intl Smcap Div (DLS) 1.3 $2.4M 36k 65.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $2.2M 44k 50.17
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $2.1M 18k 116.84
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.1 $2.0M 26k 76.03
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.9M 61k 31.95
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.9M 22k 86.48
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.9 $1.6M 24k 67.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.6M 27k 60.30
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.9 $1.5M 31k 50.86
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.4M 2.6k 525.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.3M 18k 72.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.1M 27k 41.77
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $1.1M 15k 75.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $575k 7.4k 77.31
Apple (AAPL) 0.3 $531k 3.1k 171.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $473k 9.6k 49.19
Fs Kkr Capital Corp (FSK) 0.2 $362k 19k 19.07
Ishares Tr Micro-cap Etf (IWC) 0.2 $357k 2.9k 121.19
CSX Corporation (CSX) 0.2 $297k 8.0k 37.07
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $257k 3.5k 73.47
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $230k 6.7k 34.41