HoldingsChannel.com
Personal Wealth Partners Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (USMV) 899,532 +60,933 $57,847
     USMV899,532+60,933$57,847
ISHARES TR (AGG) 156,084 +6,162 $23,967
     AGG156,084+6,162$23,967
ISHARES TR (IJR) 207,456 +9,959 $16,240
     IJR207,456+9,959$16,240
ISHARES TR (IJH) 65,359 +1,102 $12,697
     IJH65,359+1,102$12,697
ISHARES TR (IVW) 61,963 -1,821 $11,106
     IVW61,963-1,821$11,106
ISHARES TR (IVE) 86,430 +1,684 $10,075
     IVE86,430+1,684$10,075
ISHARES INC (IEMG) 142,958 +1,405 $7,720
     IEMG142,958+1,405$7,720
SPDR S&P 500 ETF TR (SPY) 26,263 -502 $7,695
     SPY26,263-502$7,695
ISHARES TR (IWM) 32,598 -1,029 $5,076
     IWM32,598-1,029$5,076
ISHARES TR (IJT) 29,143 +5,145 $4,762
     IJT29,143+5,145$4,762
SPDR S&P MIDCAP 400 ETF TR (MDY) 12,764 -460 $4,526
     MDY12,764-460$4,526
SPDR SERIES TRUST (SHM) 91,805 +1,080 $4,505
     SHM91,805+1,080$4,505
ISHARES TR (EFA) 47,362 -1,287 $3,113
     EFA47,362-1,287$3,113
BERKSHIRE HATHAWAY INC DEL      $2,510
     BRK.B11,774+1,394$2,510
ISHARES TR (SUB) 18,485 UNCH $1,970
     SUB18,485UNCH$1,970
ISHARES TR (HYG) 19,930 +995 $1,737
     HYG19,930+995$1,737
ISHARES GOLD TRUST (IAU) 117,252 +24,038 $1,583
     IAU117,252+24,038$1,583
VANGUARD WORLD FDS (VHT) 8,640 UNCH $1,503
     VHT8,640UNCH$1,503
HEALTHCARE TR AMER INC 49,802 UNCH $1,366
     HTA49,802UNCH$1,366
ISHARES TR (DSI) 11,967 +55 $1,309
     DSI11,967+55$1,309
US BANCORP DEL 24,720 -428 $1,295
     USB24,720-428$1,295
ISHARES TR (AAXJ) 12,762 UNCH $891
     AAXJ12,762UNCH$891
ISHARES TR (IJJ) 5,084 +76 $811
     IJJ5,084+76$811
WELLS FARGO CO NEW 17,042 UNCH $806
     WFC17,042UNCH$806
VANECK VECTORS ETF TR (HYD) 12,174 -195 $776
     HYD12,174-195$776
ISHARES TR (ITOT) 11,638 +997 $775
     ITOT11,638+997$775
INVESCO QQQ TR 4,143 -570 $774
     QQQ4,143-570$774
HONEYWELL INTL INC 4,308 UNCH $752
     HON4,308UNCH$752
ISHARES TR (PFF) 19,307 -6,740 $711
     PFF19,307-6,740$711
GLACIER BANCORP INC NEW 17,130 UNCH $695
     GBCI17,130UNCH$695
INVESCO EXCHNG TRADED FD TR (RWL) 14,694 +14,694 $554
     RWL14,694+14,694$554
ISHARES TR (HDV) 11,102 +2,123 $544
     HDV11,102+2,123$544
ISHARES TR (IYE) 6,159 UNCH $532
     IYE6,159UNCH$532
INVESCO EXCH TRD SLF IDX FD 24,759 UNCH $527
     BSJM24,759UNCH$527
SPDR SERIES TRUST (FLRN) 14,710 UNCH $452
     FLRN14,710UNCH$452
ISHARES INC (EEMV) 7,640 UNCH $450
     EEMV7,640UNCH$450
VANGUARD INTL EQUITY INDEX F (VT) 7,790 -2,253 $450
     VT7,790-2,253$450
ISHARES TR (CRBN) 3,677 UNCH $440
     CRBN3,677UNCH$440
INVESCO EXCHNG TRADED FD TR (XMLV) 8,532 +4,132 $437
     XMLV8,532+4,132$437
SPDR SERIES TRUST (SHE) 5,792 UNCH $427
     SHE5,792UNCH$427
ISHARES US ETF TR (NEAR) 7,691 +7,691 $387
     NEAR7,691+7,691$387
VANGUARD INDEX FDS (VNQ) 4,198 -605 $367
     VNQ4,198-605$367
INVESCO EXCHANGE TRADED FD T (RSP) 2,681 +1 $362
     RSP2,681+1$362
3M CO 1,985 UNCH $344
     MMM1,985UNCH$344
VANGUARD INDEX FDS (VTV) 3,052 -56 $339
     VTV3,052-56$339
VANGUARD WHITEHALL FDS INC (VYM) 3,882 +140 $339
     VYM3,882+140$339
ISHARES TR (IJK) 1,490 UNCH $337
     IJK1,490UNCH$337
VANGUARD INDEX FDS (VTI) 2,026 -579 $304
     VTI2,026-579$304
MICROSOFT CORP 2,066 +2,066 $277
     MSFT2,066+2,066$277
AMAZON COM INC 136 +2 $258
     AMZN136+2$258

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 06/30/2019: $209,294
At 03/31/2019: $188,236

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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