Personal Wealth Partners

Personal Wealth Partners as of Dec. 31, 2020

Portfolio Holdings for Personal Wealth Partners

Personal Wealth Partners holds 70 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 26.2 $56M 826k 67.88
Ishares Tr Core S&p Scp Etf (IJR) 10.9 $23M 254k 91.90
Ishares Tr Msci Eafe Min Vl (EFAV) 9.9 $21M 290k 73.41
Ishares Tr Core S&p500 Etf (IVV) 4.8 $10M 27k 375.40
Ishares Tr S&p 500 Grwt Etf (IVW) 4.4 $9.4M 147k 63.82
Ishares Tr Core Us Aggbd Et (AGG) 4.0 $8.5M 72k 118.20
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.6 $7.7M 224k 34.39
Ishares Core Msci Emkt (IEMG) 3.6 $7.6M 123k 62.04
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $7.2M 31k 229.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $7.1M 19k 373.89
Ishares Tr S&p 500 Val Etf (IVE) 3.2 $6.8M 53k 128.02
Ishares Gold Trust Ishares 2.1 $4.5M 249k 18.13
Ishares Tr Russell 2000 Etf (IWM) 2.0 $4.2M 22k 196.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $3.0M 13k 231.85
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $3.0M 7.0k 419.91
Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.9M 43k 69.08
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.8M 21k 87.29
Ishares Tr Msci Kld400 Soc (DSI) 0.8 $1.7M 24k 71.53
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.7 $1.5M 15k 102.77
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.7 $1.4M 28k 50.18
Healthcare Tr Amer Cl A New 0.6 $1.2M 45k 27.54
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $1.1M 9.8k 114.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.1M 3.5k 313.82
Honeywell International (HON) 0.4 $956k 4.5k 212.63
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.4 $881k 17k 52.49
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $862k 11k 81.32
Vanguard World Fds Health Car Etf (VHT) 0.4 $855k 3.8k 223.76
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $828k 15k 55.27
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $806k 9.0k 89.61
Glacier Ban (GBCI) 0.4 $774k 17k 45.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $683k 7.9k 86.22
Ishares Tr Msci Eafe Etf (EFA) 0.3 $671k 9.2k 72.92
MercadoLibre (MELI) 0.3 $670k 400.00 1675.00
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $644k 13k 49.77
Apple (AAPL) 0.3 $589k 4.4k 132.63
Marsh & McLennan Companies (MMC) 0.3 $570k 4.9k 117.00
Ishares Tr Msci Lw Crb Tg (CRBN) 0.3 $547k 3.7k 148.76
Microsoft Corporation (MSFT) 0.2 $519k 2.3k 222.46
Us Bancorp Del Com New (USB) 0.2 $516k 11k 46.61
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $508k 11k 47.22
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $491k 5.7k 85.63
Amazon (AMZN) 0.2 $489k 150.00 3260.00
Vanguard Index Fds Small Cp Etf (VB) 0.2 $483k 2.5k 194.60
Ishares Tr Core Total Usd (IUSB) 0.2 $447k 8.2k 54.59
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $444k 4.4k 101.98
Select Sector Spdr Tr Technology (XLK) 0.2 $440k 3.4k 129.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $407k 7.4k 55.19
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $398k 8.5k 46.78
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $386k 5.4k 72.03
Southern Company (SO) 0.2 $334k 5.4k 61.40
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $328k 3.8k 86.18
Fs Kkr Capital Corp. Ii 0.2 $323k 20k 16.41
Best Buy (BBY) 0.1 $318k 3.2k 99.69
Boeing Company (BA) 0.1 $272k 1.3k 213.84
Wal-Mart Stores (WMT) 0.1 $263k 1.8k 143.95
Bristol Myers Squibb (BMY) 0.1 $256k 4.1k 62.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $256k 3.5k 72.32
Nextera Energy (NEE) 0.1 $255k 3.3k 77.27
Abbvie (ABBV) 0.1 $254k 2.4k 107.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $252k 1.3k 194.29
Walt Disney Company (DIS) 0.1 $240k 1.3k 181.41
Abbott Laboratories (ABT) 0.1 $233k 2.1k 109.49
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $227k 848.00 267.69
Wayfair Cl A (W) 0.1 $226k 1.0k 226.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $225k 966.00 232.92
Ishares Tr Global Tech Etf (IXN) 0.1 $224k 747.00 299.87
Alphabet Cap Stk Cl C (GOOG) 0.1 $217k 124.00 1750.00
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $210k 3.4k 61.55
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $208k 2.3k 91.47
DTE Energy Company (DTE) 0.1 $200k 1.6k 121.65