Family Wealth Partners

Family Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Family Wealth Partners

Family Wealth Partners holds 43 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lpl Financial Holdings (LPLA) 16.7 $35M 108k 326.51
Ishares Tr Core S&p Ttl Stk (ITOT) 15.6 $33M 255k 128.62
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.0 $13M 217k 58.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.7 $9.9M 50k 198.18
Dimensional Etf Trust Us High Profitab (DUHP) 3.8 $8.1M 240k 33.79
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.8 $7.9M 82k 96.53
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.6 $7.5M 286k 26.19
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.5 $7.4M 114k 65.08
Ishares Tr Core Msci Intl (IDEV) 3.5 $7.3M 113k 64.47
Dimensional Etf Trust Intl High Profit (DIHP) 3.4 $7.2M 286k 25.23
Vanguard Index Fds Small Cp Etf (VB) 3.4 $7.1M 30k 240.28
Dimensional Etf Trust Short Duration F (DFSD) 3.2 $6.6M 141k 46.88
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $6.4M 22k 289.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $5.9M 11k 538.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.5 $5.3M 109k 48.42
Vanguard Index Fds Value Etf (VTV) 2.4 $5.0M 30k 169.30
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $3.8M 39k 96.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $2.8M 49k 57.41
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $2.7M 36k 77.27
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $2.7M 33k 81.98
Wisdomtree Tr Intl Smcap Div (DLS) 1.2 $2.5M 40k 62.95
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $2.3M 25k 89.08
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $2.3M 20k 114.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $2.2M 47k 47.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $2.1M 61k 34.59
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.9 $2.0M 28k 71.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.7M 30k 58.93
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.8 $1.7M 35k 48.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.8 $1.6M 26k 63.47
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.5M 2.6k 588.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.2M 27k 44.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.0M 14k 71.91
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $834k 11k 74.73
Fs Kkr Capital Corp (FSK) 0.3 $529k 24k 21.72
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $426k 5.5k 78.01
Ishares Tr Micro-cap Etf (IWC) 0.2 $373k 2.9k 130.37
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $344k 7.0k 49.05
Apple (AAPL) 0.1 $315k 1.3k 250.44
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $288k 7.6k 37.90
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $235k 3.1k 76.60
Dimensional Etf Trust International (DFSI) 0.1 $217k 6.6k 32.85
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $214k 3.7k 57.31
Prospect Capital Corporation (PSEC) 0.0 $91k 21k 4.31