Personal Wealth Partners

Personal Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for Personal Wealth Partners

Personal Wealth Partners holds 76 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 18.7 $45M 561k 80.90
Spdr Ser Tr Portfolio S&p500 (SPLG) 8.5 $21M 370k 55.83
Ishares Tr Msci Eafe Min Vl (EFAV) 6.6 $16M 209k 76.77
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.6 $16M 358k 44.69
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.3 $15M 361k 42.00
Ishares Tr Core S&p500 Etf (IVV) 4.5 $11M 23k 476.97
Ishares Tr S&p 500 Grwt Etf (IVW) 4.4 $11M 128k 83.67
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $10M 90k 114.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $8.4M 18k 474.98
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.3 $8.0M 220k 36.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $5.6M 134k 41.49
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $4.8M 17k 283.06
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.0 $4.8M 163k 29.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $4.2M 14k 299.03
Ishares Tr Russell 2000 Etf (IWM) 1.7 $4.1M 18k 222.45
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.6 $4.0M 55k 72.47
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $3.6M 23k 156.64
Ishares Tr Core Msci Eafe (IEFA) 1.5 $3.5M 47k 74.64
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $3.4M 6.5k 517.72
Ishares Gold Tr Ishares New (IAU) 1.2 $3.0M 86k 34.81
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $3.0M 26k 114.10
Ishares Core Msci Emkt (IEMG) 1.2 $2.9M 49k 59.85
Ishares Tr Msci Kld400 Soc (DSI) 0.9 $2.2M 24k 92.92
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $1.8M 20k 86.99
Healthcare Tr Amer Cl A New 0.6 $1.5M 44k 33.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.3M 3.4k 397.75
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.5 $1.2M 15k 76.97
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $1.1M 8.0k 138.80
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.4 $1.0M 20k 49.97
World Gold Tr Spdr Gld Minis 0.4 $999k 55k 18.17
Glacier Ban (GBCI) 0.4 $954k 17k 56.68
Vanguard World Fds Health Car Etf (VHT) 0.4 $951k 3.6k 266.31
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $901k 17k 51.70
Honeywell International (HON) 0.4 $892k 4.3k 208.46
Marsh & McLennan Companies (MMC) 0.3 $847k 4.9k 173.85
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $840k 8.0k 104.44
Microsoft Corporation (MSFT) 0.3 $755k 2.2k 336.45
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $744k 9.0k 82.71
Ishares Tr Msci Eafe Etf (EFA) 0.3 $724k 9.2k 78.68
Apple (AAPL) 0.3 $704k 4.0k 177.55
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $650k 5.6k 116.09
Ishares Tr Msci Lw Crb Tg (CRBN) 0.3 $640k 3.7k 174.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $633k 5.6k 112.06
Pacer Fds Tr Bnchmrk Indstr (INDS) 0.3 $612k 11k 56.08
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $592k 5.5k 107.30
Select Sector Spdr Tr Technology (XLK) 0.2 $589k 3.4k 173.95
Us Bancorp Del Com New (USB) 0.2 $582k 10k 56.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $581k 7.2k 80.90
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $508k 5.4k 94.79
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $502k 9.8k 51.07
Amazon (AMZN) 0.2 $487k 146.00 3335.62
Vanguard Index Fds Small Cp Etf (VB) 0.2 $486k 2.1k 226.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $478k 2.0k 241.66
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $456k 7.5k 60.61
Ishares Tr Core Total Usd (IUSB) 0.2 $433k 8.2k 52.88
Ishares Tr Global Tech Etf (IXN) 0.2 $412k 6.4k 64.35
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $405k 7.4k 54.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $389k 3.4k 116.08
Alphabet Cap Stk Cl C (GOOG) 0.1 $362k 125.00 2896.00
MercadoLibre (MELI) 0.1 $330k 245.00 1346.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $325k 6.6k 49.54
Best Buy (BBY) 0.1 $324k 3.2k 101.57
Abbvie (ABBV) 0.1 $324k 2.4k 135.28
Nextera Energy (NEE) 0.1 $308k 3.3k 93.33
Abbott Laboratories (ABT) 0.1 $306k 2.2k 140.75
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $302k 3.5k 85.31
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $296k 6.0k 49.14
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $269k 1.4k 191.32
Wal-Mart Stores (WMT) 0.1 $264k 1.8k 144.50
Bristol Myers Squibb (BMY) 0.1 $257k 4.1k 62.24
Meta Platforms Cl A (META) 0.1 $252k 748.00 336.90
Coca-Cola Company (KO) 0.1 $222k 3.8k 59.11
Pfizer (PFE) 0.1 $215k 3.6k 59.05
Alphabet Cap Stk Cl A (GOOGL) 0.1 $206k 71.00 2901.41
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $204k 2.0k 101.69
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $201k 5.2k 38.88