HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 LPL FINL HLDGS INC |
146,940 | +76,426 | $38,822 |
| LPLA | 146,940 | +76,426 | $38,822 |
| ISHARES TR (ITOT) |
184,674 | +68,344 | $21,293 |
| ITOT | 184,674 | +68,344 | $21,293 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
157,490 | +62,741 | $9,221 |
| VGIT | 157,490 | +62,741 | $9,221 |
| VANGUARD INDEX FDS (VBR) |
44,618 | -3,528 | $8,561 |
| VBR | 44,618 | -3,528 | $8,561 |
| VANGUARD INDEX FDS (VB) |
26,027 | -2,771 | $5,949 |
| VB | 26,027 | -2,771 | $5,949 |
| VANGUARD INDEX FDS (VTI) |
21,119 | -2,805 | $5,489 |
| VTI | 21,119 | -2,805 | $5,489 |
| AMERICAN CENTY ETF TR (AVUV) |
57,762 | +21,544 | $5,413 |
| AVUV | 57,762 | +21,544 | $5,413 |
| DIMENSIONAL ETF TRUST (DUHP) |
171,172 | +63,375 | $5,411 |
| DUHP | 171,172 | +63,375 | $5,411 |
| VANGUARD INDEX FDS (VOO) |
10,872 | -1,440 | $5,226 |
| VOO | 10,872 | -1,440 | $5,226 |
| AMERICAN CENTY ETF TR (AVDV) |
78,258 | +30,859 | $5,154 |
| AVDV | 78,258 | +30,859 | $5,154 |
| ISHARES TR (IDEV) |
76,054 | +29,771 | $5,106 |
| IDEV | 76,054 | +29,771 | $5,106 |
| DIMENSIONAL ETF TRUST (DIHP) |
189,056 | +73,577 | $5,093 |
| DIHP | 189,056 | +73,577 | $5,093 |
| DIMENSIONAL ETF TRUST (DFEM) |
194,273 | +77,903 | $4,952 |
| DFEM | 194,273 | +77,903 | $4,952 |
| DIMENSIONAL ETF TRUST (DFSD) |
103,388 | +40,767 | $4,863 |
| DFSD | 103,388 | +40,767 | $4,863 |
| VANGUARD INDEX FDS (VTV) |
26,968 | -3,338 | $4,392 |
| VTV | 26,968 | -3,338 | $4,392 |
| VANGUARD MALVERN FDS (VTIP) |
85,323 | +27,494 | $4,086 |
| VTIP | 85,323 | +27,494 | $4,086 |
| ISHARES TR (AGG) |
39,137 | -9,934 | $3,833 |
| AGG | 39,137 | -9,934 | $3,833 |
| VANGUARD BD INDEX FDS (BSV) |
38,600 | -10,286 | $2,959 |
| BSV | 38,600 | -10,286 | $2,959 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
46,354 | -4,960 | $2,719 |
| VEU | 46,354 | -4,960 | $2,719 |
| ISHARES TR (SHY) |
32,410 | -6,619 | $2,651 |
| SHY | 32,410 | -6,619 | $2,651 |
| WISDOMTREE TR |
36,298 | -909 | $2,367 |
| DLS | 36,298 | -909 | $2,367 |
| VANGUARD TAX MANAGED FDS (VEA) |
43,493 | -4,697 | $2,182 |
| VEA | 43,493 | -4,697 | $2,182 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
18,155 | -1,768 | $2,121 |
| VSS | 18,155 | -1,768 | $2,121 |
| VANGUARD INTL EQUITY INDEX F (VPL) |
26,059 | -2,991 | $1,981 |
| VPL | 26,059 | -2,991 | $1,981 |
| DIMENSIONAL ETF TRUST (DFAC) |
60,596 | UNCH | $1,936 |
| DFAC | 60,596 | UNCH | $1,936 |
| VANGUARD INDEX FDS (VNQ) |
21,720 | -2,001 | $1,878 |
| VNQ | 21,720 | -2,001 | $1,878 |
| VANGUARD INTL EQUITY INDEX F (VGK) |
24,375 | -3,511 | $1,641 |
| VGK | 24,375 | -3,511 | $1,641 |
| VANGUARD STAR FDS (VXUS) |
27,072 | -3,360 | $1,632 |
| VXUS | 27,072 | -3,360 | $1,632 |
| WISDOMTREE TR |
30,450 | -2,160 | $1,549 |
| DGS | 30,450 | -2,160 | $1,549 |
| ISHARES TR (IVV) |
2,581 | -7 | $1,357 |
| IVV | 2,581 | -7 | $1,357 |
| VANGUARD BD INDEX FDS (BND) |
17,983 | -4,416 | $1,306 |
| BND | 17,983 | -4,416 | $1,306 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
27,228 | -3,622 | $1,137 |
| VWO | 27,228 | -3,622 | $1,137 |
| VANGUARD BD INDEX FDS (BIV) |
14,763 | -4,424 | $1,113 |
| BIV | 14,763 | -4,424 | $1,113 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
7,437 | -2,420 | $575 |
| VCSH | 7,437 | -2,420 | $575 |
| APPLE INC |
3,097 | +3,097 | $531 |
| AAPL | 3,097 | +3,097 | $531 |
| VANGUARD CHARLOTTE FDS (BNDX) |
9,623 | -3,186 | $473 |
| BNDX | 9,623 | -3,186 | $473 |
| FS KKR CAP CORP |
18,970 | -373 | $362 |
| FSK | 18,970 | -373 | $362 |
| ISHARES TR (IWC) |
2,943 | +1 | $357 |
| IWC | 2,943 | +1 | $357 |
| CSX CORP |
8,009 | +8,009 | $297 |
| CSX | 8,009 | +8,009 | $297 |
| ISHARES TR (AOA) |
3,504 | -418 | $257 |
| AOA | 3,504 | -418 | $257 |
See Full List: All Stocks Held By Family Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Family Wealth Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $176,475 At 12/31/2023: $129,551 Family Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Family Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings |
