Personal Wealth Partners

Personal Wealth Partners as of March 31, 2020

Portfolio Holdings for Personal Wealth Partners

Personal Wealth Partners holds 61 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr usa min vo (USMV) 26.6 $44M 820k 54.01
Ishares Tr eafe min volat (EFAV) 10.4 $17M 278k 62.05
iShares S&P SmallCap 600 Index (IJR) 8.7 $14M 257k 56.11
iShares S&P MidCap 400 Index (IJH) 6.7 $11M 77k 143.86
iShares S&P 500 Value Index (IVE) 6.1 $10M 106k 96.25
iShares Lehman Aggregate Bond (AGG) 5.9 $9.9M 85k 115.37
iShares S&P 500 Index (IVV) 4.1 $6.8M 26k 258.42
iShares S&P 500 Growth Index (IVW) 3.9 $6.5M 40k 165.06
Ishares Inc core msci emkt (IEMG) 3.1 $5.1M 127k 40.47
Spdr S&p 500 Etf (SPY) 3.0 $5.1M 20k 257.76
iShares Gold Trust 1.9 $3.1M 206k 15.07
iShares Russell 2000 Index (IWM) 1.5 $2.6M 22k 114.48
SPDR S&P MidCap 400 ETF (MDY) 1.4 $2.3M 8.8k 262.88
Berkshire Hathaway (BRK.B) 1.4 $2.3M 13k 182.86
iShares MSCI EAFE Index Fund (EFA) 1.1 $1.9M 35k 53.45
iShares iBoxx $ High Yid Corp Bond (HYG) 1.0 $1.6M 21k 77.09
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.8 $1.3M 26k 48.50
iShares FTSE KLD 400 Social Idx (DSI) 0.7 $1.2M 12k 97.35
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.7 $1.1M 23k 49.90
Healthcare Tr Amer Inc cl a 0.7 $1.1M 45k 24.28
iShares S&P SmallCap 600 Growth (IJT) 0.6 $975k 7.1k 137.87
Vanguard Health Care ETF (VHT) 0.5 $902k 5.4k 166.18
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.5 $882k 18k 48.90
iShares S&P SmallCap 600 Value Idx (IJS) 0.5 $791k 7.9k 99.97
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.4 $740k 12k 59.75
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.4 $708k 14k 50.02
Invesco Qqq Trust Series 1 (QQQ) 0.4 $680k 3.6k 190.26
iShares S&P 1500 Index Fund (ITOT) 0.4 $633k 11k 57.21
Glacier Ban (GBCI) 0.4 $583k 17k 34.03
Honeywell International (HON) 0.3 $578k 4.3k 133.77
U.S. Bancorp (USB) 0.3 $566k 16k 34.45
iShares Dow Jones US Real Estate (IYR) 0.3 $478k 6.9k 69.54
Ishares Tr core tl usd bd (IUSB) 0.3 $431k 8.2k 52.56
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 0.3 $422k 11k 39.82
Marsh & McLennan Companies (MMC) 0.3 $421k 4.9k 86.41
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $418k 3.9k 106.23
Invesco Bulletshares 2020 Corp 0.2 $401k 19k 21.02
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $393k 3.6k 109.84
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.2 $390k 7.4k 52.89
Ishares Inc em mkt min vol (EEMV) 0.2 $383k 8.2k 46.94
Invesco Solar Etf etf (TAN) 0.2 $379k 15k 25.26
Ishares Tr msci lw crb tg (CRBN) 0.2 $376k 3.7k 102.26
Vanguard Europe Pacific ETF (VEA) 0.2 $359k 11k 33.37
S&p Global Water Index Etf etf (CGW) 0.2 $351k 11k 33.17
Spdr Ser Tr ssga gnder etf (SHE) 0.2 $342k 5.8k 59.05
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $342k 6.1k 56.31
Microsoft Corporation (MSFT) 0.2 $330k 2.1k 157.89
Vanguard REIT ETF (VNQ) 0.2 $282k 4.0k 69.80
Amazon (AMZN) 0.2 $279k 143.00 1951.05
Apple (AAPL) 0.2 $265k 1.0k 254.56
First Trust ISE Water Index Fund (FIW) 0.2 $256k 5.4k 47.77
Vaneck Vectors Amt-free Shrt M bdfund (SMB) 0.1 $244k 14k 17.35
Bristol Myers Squibb (BMY) 0.1 $240k 4.3k 55.79
Vanguard Total Stock Market ETF (VTI) 0.1 $234k 1.8k 128.78
iShares S&P MidCap 400 Growth (IJK) 0.1 $232k 1.3k 178.46
3M Company (MMM) 0.1 $231k 1.7k 136.77
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.1 $218k 2.2k 99.09
Ishares U S Etf Tr shr mat mu etf (MEAR) 0.1 $218k 4.4k 49.66
Technology SPDR (XLK) 0.1 $215k 2.7k 80.19
Wal-Mart Stores (WMT) 0.1 $205k 1.8k 113.70
Polymet Mining Corp 0.0 $2.0k 10k 0.19