| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 11 | Q2 2024 | 20.6% |
| ISHARES TR | 11 | Q2 2024 | 18.4% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 11.7% |
| ISHARES TR | 11 | Q2 2024 | 10.0% |
| GRACO INC | 11 | Q2 2024 | 10.2% |
| ISHARES TR | 11 | Q2 2024 | 6.4% |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF | 11 | Q2 2024 | 4.9% |
| VANGUARD REAL ESTATE ETF IV | 11 | Q2 2024 | 4.4% |
| C H ROBINSON WORLDWIDE INC | 11 | Q2 2024 | 4.7% |
| UNITEDHEALTH GRP INC | 11 | Q2 2024 | 4.5% |
View PACK Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
View PACK Private Wealth, LLC'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.