Personal Wealth Partners

Personal Wealth Partners as of March 31, 2022

Portfolio Holdings for Personal Wealth Partners

Personal Wealth Partners holds 74 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 18.5 $42M 546k 77.57
Spdr Ser Tr Portfolio S&p500 (SPLG) 8.6 $20M 373k 53.13
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 7.3 $17M 399k 41.75
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.7 $15M 366k 42.07
Ishares Tr Msci Eafe Min Vl (EFAV) 6.6 $15M 208k 72.14
Ishares Tr Core S&p500 Etf (IVV) 4.5 $10M 23k 453.71
Ishares Tr S&p 500 Grwt Etf (IVW) 4.1 $9.5M 124k 76.38
Ishares Tr Core S&p Scp Etf (IJR) 4.1 $9.4M 87k 107.88
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.6 $8.3M 243k 34.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $8.0M 18k 451.65
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $5.9M 153k 38.64
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.4 $5.6M 84k 66.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $4.9M 14k 352.94
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.1 $4.8M 172k 27.79
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $4.2M 16k 268.35
Ishares Tr Russell 2000 Etf (IWM) 1.6 $3.7M 18k 205.26
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $3.4M 22k 155.70
Ishares Tr Core Msci Eafe (IEFA) 1.4 $3.2M 46k 69.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $3.2M 6.5k 490.41
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.5M 23k 107.10
Ishares Core Msci Emkt (IEMG) 1.0 $2.3M 42k 55.56
Ishares Tr Msci Kld400 Soc (DSI) 0.9 $2.1M 24k 86.63
Healthcare Tr Amer Cl A New 0.6 $1.4M 44k 31.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.2M 3.3k 362.41
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $1.2M 14k 82.29
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.5 $1.1M 15k 75.44
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $1000k 8.0k 125.16
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.4 $991k 20k 49.55
Vanguard World Fds Health Car Etf (VHT) 0.4 $908k 3.6k 254.27
Glacier Ban (GBCI) 0.4 $846k 17k 50.27
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $839k 18k 47.85
Honeywell International (HON) 0.4 $830k 4.3k 194.56
Marsh & McLennan Companies (MMC) 0.4 $830k 4.9k 170.36
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $824k 8.0k 102.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $739k 6.6k 112.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $705k 8.9k 78.92
Microsoft Corporation (MSFT) 0.3 $705k 2.3k 308.40
Ishares Tr Msci Eafe Etf (EFA) 0.3 $677k 9.2k 73.57
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $675k 9.0k 75.04
Apple (AAPL) 0.3 $643k 3.7k 174.49
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $606k 5.6k 108.23
Ishares Tr Msci Lw Crb Tg (CRBN) 0.3 $600k 3.7k 163.18
Pacer Fds Tr Bnchmrk Indstr (INDS) 0.2 $554k 11k 50.77
Us Bancorp Del Com New (USB) 0.2 $547k 10k 53.11
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $523k 21k 25.09
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $494k 10k 48.01
Select Sector Spdr Tr Technology (XLK) 0.2 $489k 3.1k 159.02
Amazon (AMZN) 0.2 $476k 146.00 3260.27
Vanguard Index Fds Small Cp Etf (VB) 0.2 $457k 2.1k 212.66
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $452k 5.4k 84.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $450k 2.0k 227.50
Ishares Tr Core Total Usd (IUSB) 0.2 $406k 8.2k 49.58
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $394k 7.5k 52.37
Abbvie (ABBV) 0.2 $388k 2.4k 162.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $380k 7.4k 51.53
Vanguard Index Fds Value Etf (VTV) 0.2 $379k 2.6k 147.93
Ishares Tr Global Tech Etf (IXN) 0.2 $371k 6.4k 57.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $364k 3.4k 108.49
Alphabet Cap Stk Cl C (GOOG) 0.2 $349k 125.00 2792.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $343k 7.4k 46.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $304k 1.1k 287.61
Bristol Myers Squibb (BMY) 0.1 $302k 4.1k 73.14
MercadoLibre (MELI) 0.1 $291k 245.00 1187.76
Best Buy (BBY) 0.1 $290k 3.2k 90.91
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $285k 6.0k 47.32
Nextera Energy (NEE) 0.1 $280k 3.3k 84.85
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $274k 3.5k 77.40
Wal-Mart Stores (WMT) 0.1 $269k 1.8k 149.20
Abbott Laboratories (ABT) 0.1 $257k 2.2k 118.22
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $256k 1.4k 182.08
Coca-Cola Company (KO) 0.1 $233k 3.8k 62.03
Alphabet Cap Stk Cl A (GOOGL) 0.1 $220k 79.00 2784.81
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $213k 5.6k 38.27
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $201k 2.0k 100.20