| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ONB | Exit | OLD NATL BANCORP IND | $0 | – | -13,078 | -100.0% | -0.14% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -2,000 | -100.0% | -0.16% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -3,149 | -100.0% | -0.16% | – |
| CLFD | Exit | CLEARFIELD INC | $0 | – | -7,489 | -100.0% | -0.16% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -3,745 | -100.0% | -0.16% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -3,822 | -100.0% | -0.20% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -5,705 | -100.0% | -0.20% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,842 | -100.0% | -0.21% | – |
| Exit | CIBUS INC | $0 | – | -15,478 | -100.0% | -0.21% | – | |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -2,509 | -100.0% | -0.23% | – |
| SSLY | Exit | SYNTAX ETF TRstratified smcp | $0 | – | -8,170 | -100.0% | -0.24% | – |
| VIOO | Exit | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $0 | – | -3,773 | -100.0% | -0.24% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,748 | -100.0% | -0.27% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,650 | -100.0% | -0.27% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -8,153 | -100.0% | -0.27% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,099 | -100.0% | -0.29% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,772 | -100.0% | -0.31% | – |
| RPRX | Exit | ROYALTY PHARMA PLC | $0 | – | -17,414 | -100.0% | -0.35% | – |
| AAPL | Exit | APPLE INC | $0 | – | -2,705 | -100.0% | -0.35% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,788 | -100.0% | -0.36% | – |
| IVOO | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $0 | – | -7,890 | -100.0% | -0.49% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -9,829 | -100.0% | -0.67% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -5,955 | -100.0% | -0.68% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -31,548 | -100.0% | -0.89% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -18,653 | -100.0% | -0.96% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -29,807 | -100.0% | -1.41% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -5,880 | -100.0% | -1.72% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -45,120 | -100.0% | -2.88% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -9,492 | -100.0% | -3.64% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -72,533 | -100.0% | -4.02% | – |
| GNR | Exit | SPDR INDEX SHS FDSglb nat resrce | $0 | – | -112,721 | -100.0% | -4.59% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -88,234 | -100.0% | -6.12% | – |
| GGG | Exit | GRACO INC | $0 | – | -153,713 | -100.0% | -8.36% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -51,610 | -100.0% | -9.48% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -400,030 | -100.0% | -11.66% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -53,301 | -100.0% | -17.08% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -640,272 | -100.0% | -20.57% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 8 | Q3 2023 | 20.6% |
| ISHARES TR | 8 | Q3 2023 | 17.1% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 11.7% |
| GRACO INC | 8 | Q3 2023 | 10.2% |
| ISHARES TR | 8 | Q3 2023 | 9.5% |
| ISHARES TR | 8 | Q3 2023 | 6.3% |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF | 8 | Q3 2023 | 4.9% |
| VANGUARD REAL ESTATE ETF IV | 8 | Q3 2023 | 4.4% |
| C H ROBINSON WORLDWIDE INC | 8 | Q3 2023 | 4.7% |
| UNITEDHEALTH GRP INC | 8 | Q3 2023 | 4.5% |
View PACK Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
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.