Personal Wealth Partners

Personal Wealth Partners as of March 31, 2019

Portfolio Holdings for Personal Wealth Partners

Personal Wealth Partners holds 59 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr usa min vo (USMV) 27.6 $52M 839k 61.87
iShares Lehman Aggregate Bond (AGG) 12.1 $23M 150k 152.07
iShares S&P SmallCap 600 Index (IJR) 8.1 $15M 198k 77.15
iShares S&P MidCap 400 Index (IJH) 6.5 $12M 64k 189.40
iShares S&P 500 Growth Index (IVW) 5.8 $11M 64k 172.36
iShares S&P 500 Value Index (IVE) 5.1 $9.6M 85k 112.74
Ishares Inc core msci emkt (IEMG) 4.1 $7.7M 142k 54.08
Spdr S&p 500 Etf (SPY) 4.0 $7.6M 27k 282.50
iShares Russell 2000 Index (IWM) 2.7 $5.2M 34k 153.27
SPDR S&P MidCap 400 ETF (MDY) 2.4 $4.6M 13k 345.43
Nuveen Barclays Shrt Term Muni bdfund (SHM) 2.3 $4.4M 91k 48.56
iShares S&P SmallCap 600 Growth (IJT) 2.1 $3.9M 24k 163.56
iShares MSCI EAFE Index Fund (EFA) 1.7 $3.2M 49k 64.85
Berkshire Hathaway (BRK.B) 1.1 $2.1M 10k 200.87
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.0 $2.0M 19k 105.98
iShares iBoxx $ High Yid Corp Bond (HYG) 0.9 $1.6M 19k 86.45
Vanguard Health Care ETF (VHT) 0.8 $1.5M 8.6k 172.45
Healthcare Tr Amer Inc cl a 0.8 $1.4M 50k 28.59
iShares FTSE KLD 400 Social Idx (DSI) 0.7 $1.3M 12k 105.44
U.S. Bancorp (USB) 0.6 $1.2M 25k 48.19
iShares Gold Trust 0.6 $1.2M 93k 12.38
iShares S&P US Pref Stock Idx Fnd (PFF) 0.5 $952k 26k 36.55
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.5 $902k 13k 70.68
Invesco Qqq Trust Series 1 (QQQ) 0.5 $847k 4.7k 179.72
Wells Fargo & Company (WFC) 0.4 $823k 17k 48.29
iShares S&P MidCap 400 Value Index (IJJ) 0.4 $786k 5.0k 156.95
Market Vectors Etf High Yield Muni Index etf (HYD) 0.4 $772k 12k 62.41
Honeywell International (HON) 0.4 $685k 4.3k 159.01
Glacier Ban (GBCI) 0.4 $686k 17k 40.05
iShares S&P 1500 Index Fund (ITOT) 0.4 $685k 11k 64.37
Vanguard Total World Stock Idx (VT) 0.3 $563k 10k 56.06
iShares Dow Jones US Energy Sector (IYE) 0.3 $531k 6.2k 86.22
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 0.3 $524k 25k 21.16
Marsh & McLennan Companies (MMC) 0.2 $455k 4.8k 93.93
Spdr Ser Tr cmn (FLRN) 0.2 $452k 15k 30.73
Ishares Inc em mkt min vol (EEMV) 0.2 $453k 7.6k 59.29
Ishares High Dividend Equity F (HDV) 0.2 $431k 9.0k 48.00
Ishares Tr msci lw crb tg (CRBN) 0.2 $429k 3.7k 116.67
S&p Global Water Index Etf etf (CGW) 0.2 $426k 12k 35.38
3M Company (MMM) 0.2 $412k 2.0k 207.56
Vanguard REIT ETF (VNQ) 0.2 $417k 4.8k 86.82
Spdr Ser Tr ssga gnder etf (SHE) 0.2 $411k 5.8k 70.96
Vanguard Total Stock Market ETF (VTI) 0.2 $377k 2.6k 144.72
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $364k 2.7k 135.82
Vanguard Value ETF (VTV) 0.2 $335k 3.1k 107.79
iShares S&P MidCap 400 Growth (IJK) 0.2 $326k 1.5k 218.79
Vanguard High Dividend Yield ETF (VYM) 0.2 $321k 3.7k 85.78
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $298k 1.2k 258.91
Vanguard Short-Term Bond ETF (BSV) 0.1 $290k 3.6k 79.67
iShares MSCI Emerging Markets Indx (EEM) 0.1 $247k 5.7k 42.99
Amazon (AMZN) 0.1 $239k 134.00 1783.58
First Trust ISE Water Index Fund (FIW) 0.1 $241k 4.7k 51.11
Best Buy (BBY) 0.1 $227k 3.2k 71.16
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 0.1 $219k 4.4k 49.77
Bristol Myers Squibb (BMY) 0.1 $203k 4.3k 47.62
Halliburton Company (HAL) 0.1 $205k 7.0k 29.35
MercadoLibre (MELI) 0.1 $203k 400.00 507.50
Alphabet Inc Class A cs (GOOGL) 0.1 $216k 184.00 1173.91
Polymet Mining Corp 0.0 $7.0k 10k 0.68