Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2024 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 14 | Q1 2022 | 31.0% |
SPDR S&P MIDCAP 400 ETF TR | 14 | Q1 2022 | 7.0% |
BERKSHIRE HATHAWAY INC DEL | 14 | Q1 2022 | 2.1% |
SPDR SER TR | 14 | Q1 2022 | 2.7% |
ISHARES TR | 14 | Q1 2022 | 1.1% |
HEALTHCARE TRUST | 14 | Q1 2022 | 0.8% |
ISHARES TR | 14 | Q1 2022 | 3.5% |
VANGUARD WORLD FDS | 14 | Q1 2022 | 0.9% |
INVESCO QQQ TR | 14 | Q1 2022 | 0.7% |
US BANCORP DEL | 14 | Q1 2022 | 0.7% |
View Personal Wealth Partners's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-08-09 |
13F-HR | 2022-04-25 |
13F-HR | 2022-02-14 |
13F-HR | 2021-10-20 |
13F-HR | 2021-07-23 |
13F-HR | 2021-04-20 |
13F-HR | 2021-02-08 |
13F-HR | 2020-11-02 |
13F-HR | 2020-08-06 |
13F-HR | 2020-05-07 |
View Personal Wealth Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.