Personal Wealth Partners

Personal Wealth Partners as of March 31, 2021

Portfolio Holdings for Personal Wealth Partners

Personal Wealth Partners holds 77 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 22.2 $49M 712k 69.19
Ishares Tr Core S&p Scp Etf (IJR) 9.5 $21M 193k 108.53
Ishares Tr Msci Eafe Min Vl (EFAV) 8.5 $19M 257k 72.99
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 5.2 $12M 304k 37.90
Ishares Tr Core S&p500 Etf (IVV) 4.7 $11M 26k 397.80
Ishares Tr S&p 500 Grwt Etf (IVW) 4.3 $9.6M 147k 65.11
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.6 $8.0M 172k 46.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $7.4M 19k 396.34
Ishares Core Msci Emkt (IEMG) 2.6 $5.8M 90k 64.36
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.4 $5.4M 128k 42.27
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $5.3M 47k 113.82
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $5.1M 20k 260.27
Ishares Tr Russell 2000 Etf (IWM) 2.0 $4.5M 20k 220.96
Ishares Gold Tr Ishares 2.0 $4.4M 271k 16.26
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $4.0M 28k 141.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $3.7M 103k 35.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $3.6M 14k 255.47
Ishares Tr Core Msci Eafe (IEFA) 1.5 $3.4M 47k 72.05
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $3.2M 6.7k 476.10
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.2 $2.6M 89k 29.65
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $2.5M 57k 43.78
Ishares Tr Msci Kld400 Soc (DSI) 0.8 $1.8M 24k 76.38
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $1.8M 20k 87.19
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $1.5M 26k 56.42
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.6 $1.4M 15k 91.77
Ishares Tr S&P SML 600 GWT (IJT) 0.6 $1.2M 9.7k 128.24
Healthcare Tr Amer Cl A New 0.6 $1.2M 45k 27.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.1M 3.5k 319.01
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.5 $1.0M 21k 50.21
Honeywell International (HON) 0.4 $976k 4.5k 217.08
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $976k 9.7k 100.77
Glacier Ban (GBCI) 0.4 $961k 17k 57.10
Vanguard World Fds Health Car Etf (VHT) 0.4 $874k 3.8k 228.74
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.4 $853k 17k 51.65
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $833k 9.0k 92.61
Ishares Tr Msci Eafe Etf (EFA) 0.3 $698k 9.2k 75.85
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $641k 13k 49.54
Us Bancorp Del Com New (USB) 0.3 $612k 11k 55.28
Microsoft Corporation (MSFT) 0.3 $609k 2.6k 235.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $607k 6.6k 91.61
Marsh & McLennan Companies (MMC) 0.3 $593k 4.9k 121.72
Ishares Tr Msci Lw Crb Tg (CRBN) 0.3 $574k 3.7k 156.11
Apple (AAPL) 0.3 $555k 4.5k 122.14
Vanguard Index Fds Small Cp Etf (VB) 0.2 $531k 2.5k 213.94
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $528k 11k 49.08
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $515k 5.6k 91.98
Select Sector Spdr Tr Technology (XLK) 0.2 $450k 3.4k 132.90
Amazon (AMZN) 0.2 $449k 145.00 3096.55
Ishares Tr Core Total Usd (IUSB) 0.2 $432k 8.2k 52.75
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $419k 5.4k 78.19
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $418k 8.5k 49.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $403k 7.4k 54.65
MercadoLibre (MELI) 0.2 $368k 250.00 1472.00
Best Buy (BBY) 0.2 $366k 3.2k 114.73
Ishares Tr Global Tech Etf (IXN) 0.1 $328k 1.1k 307.40
Boeing Company (BA) 0.1 $324k 1.3k 254.72
Wayfair Cl A (W) 0.1 $315k 1.0k 315.00
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.1 $297k 14k 21.65
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $277k 3.5k 78.25
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $276k 2.7k 101.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $268k 1.3k 206.63
Bristol Myers Squibb (BMY) 0.1 $261k 4.1k 63.21
Alphabet Cap Stk Cl C (GOOG) 0.1 $257k 124.00 2072.58
Abbvie (ABBV) 0.1 $256k 2.4k 108.20
Abbott Laboratories (ABT) 0.1 $255k 2.1k 119.83
Nextera Energy (NEE) 0.1 $250k 3.3k 75.76
Wal-Mart Stores (WMT) 0.1 $248k 1.8k 135.74
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $248k 1.4k 176.39
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $233k 848.00 274.76
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $230k 2.3k 101.14
Caterpillar (CAT) 0.1 $223k 962.00 231.81
Walt Disney Company (DIS) 0.1 $220k 1.2k 184.56
Facebook Cl A (META) 0.1 $220k 748.00 294.12
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $219k 966.00 226.71
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $212k 3.4k 62.13
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $204k 2.0k 101.69
3M Company (MMM) 0.1 $200k 1.0k 192.49