Personal Wealth Partners

13F Portfolio Filings

Most recent 13F
Q2 2022
Location
Bloomington, MN
CIK
0001766435
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2022 1 0 13F-HR 8/9/2022 000142050622001439
Q1 2022 74 229,194 USMV, SPLG, SPYV, SPSM 13F-HR 4/25/2022 000142050622000647
Q4 2021 76 242,227 USMV, SPLG, EFAV, SPSM 13F-HR 2/14/2022 000142050622000426
Q3 2021 76 237,246 USMV, SPLG, EFAV, SPSM 13F-HR 10/20/2021 000142050621001400
Q2 2021 437 247,882 USMV, EFAV, IJR, SPLG 13F-HR 7/23/2021 000142050621000909
Q1 2021 77 221,589 USMV, IJR, EFAV, SPYV 13F-HR 4/20/2021 000142050621000426
Q4 2020 70 213,897 USMV, IJR, EFAV, IVV 13F-HR 2/8/2021 000142050621000123
Q3 2020 67 190,704 USMV, EFAV, IJR, AGG 13F-HR 11/2/2020 000142050620001112
Q2 2020 63 182,485 USMV, IJR, EFAV, AGG 13F-HR 8/6/2020 000142050620000822
Q1 2020 61 166,367 USMV, EFAV, IJR, IJH 13F-HR 5/7/2020 000142050620000438
Q4 2019 704 232,106 USMV, IJR, EFAV, IJH 13F-HR 1/28/2020 000142050620000067
Q3 2019 744 216,647 USMV, IJR, EFAV, AGG 13F-HR 10/22/2019 000142050619000959
Q2 2019 301 209,294 USMV, AGG, IJR, IJH 13F-HR 7/30/2019 000142050619000662
Q1 2019 59 188,236 USMV, AGG, IJR, IJH 13F-HR 4/17/2019 000142050619000303
Q4 2018 40 159,576 AGG, EEMV, GSG, MDY 13F-HR 2/5/2019 000142050619000081