HoldingsChannel.com
Personal Wealth Partners Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (USMV) 808,263 +75,930 $53,022
     USMV808,263+75,930$53,022
ISHARES TR (IJR) 244,081 +23,362 $20,466
     IJR244,081+23,362$20,466
ISHARES TR (EFAV) 269,081 +37,772 $20,057
     EFAV269,081+37,772$20,057
ISHARES TR (IJH) 75,891 +7,609 $15,620
     IJH75,891+7,609$15,620
ISHARES TR (IVE) 108,957 +16,658 $14,174
     IVE108,957+16,658$14,174
ISHARES TR (AGG) 103,288 -25,463 $11,607
     AGG103,288-25,463$11,607
ISHARES TR (IVW) 52,387 -7,765 $10,144
     IVW52,387-7,765$10,144
ISHARES TR (IVV) 30,829 -2,902 $9,965
     IVV30,829-2,902$9,965
SPDR S&P 500 ETF TR (SPY) 21,307 -3,538 $6,858
     SPY21,307-3,538$6,858
ISHARES INC (IEMG) 125,194 +15,917 $6,730
     IEMG125,194+15,917$6,730
ISHARES TR (IWM) 27,720 -3,639 $4,592
     IWM27,720-3,639$4,592
SPDR S&P MIDCAP 400 ETF TR (MDY) 9,571 -2,380 $3,593
     MDY9,571-2,380$3,593
ISHARES GOLD TRUST (IAU) 189,179 +47,572 $2,743
     IAU189,179+47,572$2,743
SPDR SERIES TRUST (SHM) 55,765 +5,095 $2,739
     SHM55,765+5,095$2,739
BERKSHIRE HATHAWAY INC DEL      $2,736
     BRK.B12,079+138$2,736
ISHARES TR (EFA) 37,606 -5,699 $2,611
     EFA37,606-5,699$2,611
ISHARES TR (IJT) 11,101 -1,307 $2,146
     IJT11,101-1,307$2,146
ISHARES TR (IEFA) 31,781 -4,895 $2,073
     IEFA31,781-4,895$2,073
ISHARES TR (IJS) 12,103 -3,561 $1,946
     IJS12,103-3,561$1,946
ISHARES TR (HYG) 21,061 -102 $1,852
     HYG21,061-102$1,852
HEALTHCARE TR AMER INC 49,594 UNCH $1,502
     HTA49,594UNCH$1,502
ISHARES TR (DSI) 11,967 UNCH $1,438
     DSI11,967UNCH$1,438
VANGUARD WORLD FDS (VHT) 7,112 -1,311 $1,364
     VHT7,112-1,311$1,364
ISHARES US ETF TR (NEAR) 26,821 +15,730 $1,348
     NEAR26,821+15,730$1,348
US BANCORP DEL 18,961 -4,725 $1,124
     USB18,961-4,725$1,124
ISHARES TR (AAXJ) 12,384 -378 $910
     AAXJ12,384-378$910
ISHARES TR (ITOT) 11,904 +45 $865
     ITOT11,904+45$865
ISHARES TR (IJJ) 5,048 +1 $862
     IJJ5,048+1$862
ISHARES INC (EEMV) 14,035 UNCH $823
     EEMV14,035UNCH$823
GLACIER BANCORP INC NEW 17,134 UNCH $788
     GBCI17,134UNCH$788
HONEYWELL INTL INC 4,321 +13 $765
     HON4,321+13$765
INVESCO QQQ TR 3,574 -570 $760
     QQQ3,574-570$760
VANECK VECTORS ETF TR (HYD) 11,555 UNCH $740
     HYD11,555UNCH$740
SPDR SERIES TRUST (TFI) 14,472 +259 $732
     TFI14,472+259$732
ISHARES TR (IYR) 6,874 +815 $640
     IYR6,874+815$640
INVESCO EXCHNG TRADED FD TR (XMLV) 10,597 +830 $570
     XMLV10,597+830$570
MARSH & MCLENNAN COS INC 4,872 UNCH $543
     MMC4,872UNCH$543
INVESCO EXCHNG TRADED FD TR (CGW) 12,276 +1,270 $505
     CGW12,276+1,270$505
ISHARES TR (CRBN) 3,677 UNCH $476
     CRBN3,677UNCH$476
VANGUARD TAX MANAGED INTL FD (VEA) 10,759 UNCH $474
     VEA10,759UNCH$474
SPDR SERIES TRUST (SHE) 5,792 UNCH $447
     SHE5,792UNCH$447
VANGUARD CHARLOTTE FDS (BNDX) 7,601 UNCH $430
     BNDX7,601UNCH$430
ISHARES TR (IUSB) 8,200 +8,200 $427
     IUSB8,200+8,200$427
VANGUARD MUN BD FD INC (VTEB) 7,374 UNCH $395
     VTEB7,374UNCH$395
ISHARES TR (SUB) 3,655 +2,345 $390
     SUB3,655+2,345$390
3M CO 2,166 +160 $382
     MMM2,166+160$382
VANGUARD INDEX FDS (VNQ) 4,040 -158 $375
     VNQ4,040-158$375
VANGUARD WHITEHALL FDS INC (VYM) 3,882 UNCH $364
     VYM3,882UNCH$364
ISHARES TR (IJK) 1,490 UNCH $355
     IJK1,490UNCH$355
MICROSOFT CORP 2,190 UNCH $345
     MSFT2,190UNCH$345

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 12/31/2019: $232,106
At 09/30/2019: $216,647

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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