HoldingsChannel.com
Personal Wealth Partners Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (USMV) 732,333 -167,199 $46,943
     USMV732,333-167,199$46,943
ISHARES TR (IJR) 220,719 +13,263 $17,181
     IJR220,719+13,263$17,181
ISHARES TR (EFAV) 231,309 +231,309 $16,950
     EFAV231,309+231,309$16,950
ISHARES TR (AGG) 128,751 -27,333 $14,571
     AGG128,751-27,333$14,571
ISHARES TR (IJH) 68,282 +2,923 $13,194
     IJH68,282+2,923$13,194
ISHARES TR (IVE) 92,299 +5,869 $10,996
     IVE92,299+5,869$10,996
ISHARES TR (IVW) 60,152 -1,811 $10,829
     IVW60,152-1,811$10,829
ISHARES TR (IVV) 33,731 +33,731 $10,069
     IVV33,731+33,731$10,069
SPDR S&P 500 ETF TR (SPY) 24,845 -1,418 $7,373
     SPY24,845-1,418$7,373
ISHARES INC (IEMG) 109,277 -33,681 $5,357
     IEMG109,277-33,681$5,357
ISHARES TR (IWM) 31,359 -1,239 $4,746
     IWM31,359-1,239$4,746
SPDR S&P MIDCAP 400 ETF TR (MDY) 11,951 -813 $4,212
     MDY11,951-813$4,212
ISHARES TR (EFA) 43,305 -4,057 $2,824
     EFA43,305-4,057$2,824
BERKSHIRE HATHAWAY INC DEL      $2,484
     BRK.B11,941+167$2,484
SPDR SERIES TRUST (SHM) 50,670 -41,135 $2,482
     SHM50,670-41,135$2,482
ISHARES TR (IJS) 15,664 +15,664 $2,353
     IJS15,664+15,664$2,353
ISHARES TR (IEFA) 36,676 +36,676 $2,240
     IEFA36,676+36,676$2,240
ISHARES TR (IJT) 12,408 -16,735 $2,213
     IJT12,408-16,735$2,213
ISHARES GOLD TRUST (IAU) 141,607 +24,355 $1,997
     IAU141,607+24,355$1,997
ISHARES TR (HYG) 21,163 +1,233 $1,845
     HYG21,163+1,233$1,845
HEALTHCARE TR AMER INC 49,594 -208 $1,457
     HTA49,594-208$1,457
VANGUARD WORLD FDS (VHT) 8,423 -217 $1,412
     VHT8,423-217$1,412
ISHARES TR (DSI) 11,967 UNCH $1,327
     DSI11,967UNCH$1,327
US BANCORP DEL 23,686 -1,034 $1,311
     USB23,686-1,034$1,311
WELLS FARGO CO NEW 17,042 UNCH $860
     WFC17,042UNCH$860
ISHARES TR (AAXJ) 12,762 UNCH $846
     AAXJ12,762UNCH$846
ISHARES TR (IJJ) 5,047 -37 $807
     IJJ5,047-37$807
ISHARES INC (EEMV) 14,035 +6,395 $801
     EEMV14,035+6,395$801
ISHARES TR (ITOT) 11,859 +221 $795
     ITOT11,859+221$795
INVESCO QQQ TR 4,144 +1 $782
     QQQ4,144+1$782
VANECK VECTORS ETF TR (HYD) 11,555 -619 $744
     HYD11,555-619$744
HONEYWELL INTL INC 4,308 UNCH $729
     HON4,308UNCH$729
ISHARES TR (PFF) 19,307 UNCH $725
     PFF19,307UNCH$725
SPDR SERIES TRUST (TFI) 14,213 +14,213 $720
     TFI14,213+14,213$720
GLACIER BANCORP INC NEW 17,134 +4 $693
     GBCI17,134+4$693
ISHARES TR (IYR) 6,059 +6,059 $567
     IYR6,059+6,059$567
ISHARES US ETF TR (NEAR) 11,091 +3,400 $558
     NEAR11,091+3,400$558
INVESCO EXCHNG TRADED FD TR (XMLV) 9,767 +1,235 $514
     XMLV9,767+1,235$514
MARSH & MCLENNAN COS INC 4,872 +4,872 $487
     MMC4,872+4,872$487
SPDR SERIES TRUST (FLRN) 14,710 UNCH $452
     FLRN14,710UNCH$452
VANGUARD CHARLOTTE FDS (BNDX) 7,601 +7,601 $447
     BNDX7,601+7,601$447
ISHARES TR (CRBN) 3,677 UNCH $442
     CRBN3,677UNCH$442
VANGUARD TAX MANAGED INTL FD (VEA) 10,759 +9,004 $442
     VEA10,759+9,004$442
INVESCO EXCH TRD SLF IDX FD 20,800 +20,800 $438
     BSCJ20,800+20,800$438
SPDR SERIES TRUST (SHE) 5,792 UNCH $426
     SHE5,792UNCH$426
INVESCO EXCHNG TRADED FD TR (CGW) 11,006 +11,006 $421
     CGW11,006+11,006$421
VANGUARD MUN BD FD INC (VTEB) 7,374 +7,374 $395
     VTEB7,374+7,374$395
VANGUARD INDEX FDS (VNQ) 4,198 UNCH $391
     VNQ4,198UNCH$391
VANGUARD WHITEHALL FDS INC (VYM) 3,882 UNCH $344
     VYM3,882UNCH$344
VANGUARD INDEX FDS (VTV) 3,052 UNCH $341
     VTV3,052UNCH$341

See Full List: All Stocks Held By Personal Wealth Partners
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Personal Wealth Partners

Size ($ in 1000's)
At 09/30/2019: $216,647
At 06/30/2019: $209,294

Personal Wealth Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Personal Wealth Partners 13F filings. Link to 13F filings: SEC filings

Personal Wealth Partners Top Holdings 13F Filings | www.HoldingsChannel.com

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