Personal Wealth Partners

Personal Wealth Partners as of Dec. 31, 2018

Portfolio Holdings for Personal Wealth Partners

Personal Wealth Partners holds 40 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman Aggregate Bond (AGG) 31.0 $50M 516k 95.96
Ishares Inc em mkt min vol (EEMV) 24.4 $39M 699k 55.66
iShares S&P GSCI Commodity-Indexed (GSG) 13.7 $22M 170k 127.94
SPDR S&P MidCap 400 ETF (MDY) 7.0 $11M 42k 267.76
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 3.5 $5.5M 86k 64.48
iShares Russell 1000 Index (IWB) 3.0 $4.7M 36k 131.51
Nuveen Barclays Shrt Term Muni bdfund (SHM) 2.8 $4.4M 91k 48.06
Berkshire Hathaway (BRK.B) 1.6 $2.6M 13k 204.15
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.2 $1.9M 19k 105.38
iShares iBoxx $ High Yid Corp Bond (HYG) 1.1 $1.7M 21k 81.68
Vanguard Health Care ETF (VHT) 0.9 $1.4M 8.6k 160.65
iShares Dow Jones US Energy Sector (IYE) 0.9 $1.4M 33k 42.38
Healthcare Tr Amer Inc cl a 0.8 $1.3M 50k 25.31
U.S. Bancorp (USB) 0.7 $1.2M 25k 45.70
Invesco Qqq Trust Series 1 (QQQ) 0.7 $1.1M 7.3k 154.22
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) 0.7 $1.1M 18k 60.78
Vanguard Total Bond Market ETF (BND) 0.6 $882k 12k 73.70
Wells Fargo & Company (WFC) 0.5 $797k 17k 46.09
iShares Gold Trust 0.5 $800k 65k 12.29
S&p Global Water Index Etf etf (CGW) 0.5 $798k 16k 49.09
Spdr Ser Tr cmn (FLRN) 0.5 $758k 25k 30.38
Glacier Ban (GBCI) 0.4 $679k 17k 39.64
Honeywell International (HON) 0.4 $600k 4.5k 132.13
Invesco Bulletshares 2019 Corp 0.3 $520k 25k 21.00
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $401k 1.7k 233.00
Marsh & McLennan Companies (MMC) 0.2 $386k 4.8k 79.69
3M Company (MMM) 0.2 $364k 1.9k 190.58
Spdr Ser Tr ssga gnder etf (SHE) 0.2 $369k 5.8k 63.71
Vanguard REIT ETF (VNQ) 0.2 $358k 4.8k 74.54
Vanguard Short-Term Bond ETF (BSV) 0.2 $301k 3.9k 78.10
Vanguard High Dividend Yield ETF (VYM) 0.2 $292k 3.7k 78.03
Bristol Myers Squibb (BMY) 0.1 $234k 4.5k 52.03
WisdomTree Equity Income Fund (DHS) 0.1 $233k 5.9k 39.69
Medtronic (MDT) 0.1 $231k 2.5k 90.91
Halliburton Company (HAL) 0.1 $201k 7.6k 26.57
Nextera Energy (NEE) 0.1 $209k 1.2k 174.02
Amazon (AMZN) 0.1 $201k 134.00 1500.00
First Trust Large Cap Core Alp Fnd (FEX) 0.1 $210k 4.8k 43.90
Northern Dynasty Minerals Lt (NAK) 0.0 $8.0k 14k 0.59
Polymet Mining Corp 0.0 $8.0k 10k 0.78