Personal Wealth Partners

Personal Wealth Partners as of Sept. 30, 2020

Portfolio Holdings for Personal Wealth Partners

Personal Wealth Partners holds 67 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 27.8 $53M 833k 63.73
Ishares Tr Msci Eafe Min Vl (EFAV) 10.1 $19M 283k 68.13
Ishares Tr Core S&p Scp Etf (IJR) 9.3 $18M 253k 70.23
Ishares Tr Core Us Aggbd Et (AGG) 4.7 $8.9M 75k 118.06
Ishares Tr Core S&p500 Etf (IVV) 4.5 $8.6M 26k 336.04
Ishares Tr S&p 500 Grwt Etf (IVW) 4.5 $8.5M 37k 231.09
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $6.6M 36k 185.30
Ishares Tr S&p 500 Val Etf (IVE) 3.4 $6.4M 57k 112.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $6.3M 19k 334.89
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.2 $6.2M 204k 30.20
Ishares Core Msci Emkt (IEMG) 3.2 $6.1M 115k 52.80
Ishares Gold Trust Ishares 2.2 $4.2M 234k 17.99
Ishares Tr Russell 2000 Etf (IWM) 1.7 $3.3M 22k 149.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.9M 14k 212.97
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $2.7M 7.9k 338.89
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.5M 42k 60.29
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.8M 21k 83.90
Ishares Tr Msci Kld400 Soc (DSI) 0.8 $1.5M 12k 127.94
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.8 $1.4M 29k 50.10
Healthcare Tr Amer Cl A New 0.6 $1.2M 45k 25.99
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.5 $972k 15k 64.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $969k 3.5k 277.89
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $942k 5.3k 176.44
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.5 $899k 18k 49.85
Vanguard World Fds Health Car Etf (VHT) 0.4 $779k 3.8k 203.87
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.4 $747k 14k 51.92
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $714k 5.8k 122.39
Honeywell International (HON) 0.4 $711k 4.3k 164.55
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $694k 9.0k 77.15
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $600k 7.9k 75.50
Ishares Tr Msci Eafe Etf (EFA) 0.3 $593k 9.3k 63.69
Us Bancorp Del Com New (USB) 0.3 $588k 16k 35.86
Marsh & McLennan Companies (MMC) 0.3 $559k 4.9k 114.74
Glacier Ban (GBCI) 0.3 $539k 17k 32.03
Apple (AAPL) 0.3 $499k 4.3k 115.91
Microsoft Corporation (MSFT) 0.3 $491k 2.3k 210.46
Ishares Tr Msci Lw Crb Tg (CRBN) 0.3 $482k 3.7k 131.09
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $447k 5.6k 79.84
Invesco Exch Trd Slf Idx Bulshs 2020 Cb 0.2 $446k 21k 21.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $444k 4.4k 101.98
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $440k 11k 40.90
MercadoLibre (MELI) 0.2 $433k 400.00 1082.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $401k 7.4k 54.38
Amazon (AMZN) 0.2 $397k 126.00 3150.79
Ishares Tr Core Total Usd (IUSB) 0.2 $395k 7.3k 54.45
Select Sector Spdr Tr Technology (XLK) 0.2 $395k 3.4k 116.66
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $395k 3.7k 108.07
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $393k 9.5k 41.34
Vanguard Index Fds Small Cp Etf (VB) 0.2 $382k 2.5k 153.91
Best Buy (BBY) 0.2 $355k 3.2k 111.29
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $338k 6.8k 50.05
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $332k 2.5k 134.79
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $324k 5.4k 60.46
Fs Kkr Capital Corp. Ii 0.2 $301k 21k 14.69
Southern Company (SO) 0.2 $295k 5.4k 54.23
Wayfair Cl A (W) 0.2 $291k 1.0k 291.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $265k 900.00 294.44
Bristol Myers Squibb (BMY) 0.1 $257k 4.3k 60.29
Vaneck Vectors Etf Tr Short Muni Etf (SMB) 0.1 $254k 14k 18.07
Wal-Mart Stores (WMT) 0.1 $252k 1.8k 139.77
Abbott Laboratories (ABT) 0.1 $232k 2.1k 109.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $231k 1.4k 170.61
Nextera Energy (NEE) 0.1 $229k 825.00 277.58
Ishares U S Etf Tr Sht Mat Mun Etf (MEAR) 0.1 $220k 4.4k 50.11
Abbvie (ABBV) 0.1 $218k 2.5k 87.41
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $212k 885.00 239.55
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $204k 3.4k 59.79