| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q2 2022 | 1 | 0 | 13F-HR | 8/9/2022 | 000142050622001439 | Personal Wealth Partners |
| Q1 2022 | 74 | 229,194 | 13F-HR | 4/25/2022 | 000142050622000647 | Personal Wealth Partners |
| Q4 2021 | 76 | 242,227 | 13F-HR | 2/14/2022 | 000142050622000426 | Personal Wealth Partners |
| Q3 2021 | 76 | 237,246 | 13F-HR | 10/20/2021 | 000142050621001400 | Personal Wealth Partners |
| Q2 2021 | 437 | 247,882 | 13F-HR | 7/23/2021 | 000142050621000909 | Personal Wealth Partners |
| Q1 2021 | 77 | 221,589 | 13F-HR | 4/20/2021 | 000142050621000426 | Personal Wealth Partners |
| Q4 2020 | 70 | 213,897 | 13F-HR | 2/8/2021 | 000142050621000123 | Personal Wealth Partners |
| Q3 2020 | 67 | 190,704 | 13F-HR | 11/2/2020 | 000142050620001112 | Personal Wealth Partners |
| Q2 2020 | 63 | 182,485 | 13F-HR | 8/6/2020 | 000142050620000822 | Personal Wealth Partners |
| Q1 2020 | 61 | 166,367 | 13F-HR | 5/7/2020 | 000142050620000438 | Personal Wealth Partners |
| Q4 2019 | 704 | 232,106 | 13F-HR | 1/28/2020 | 000142050620000067 | Personal Wealth Partners |
| Q3 2019 | 744 | 216,647 | 13F-HR | 10/22/2019 | 000142050619000959 | Personal Wealth Partners |
| Q2 2019 | 301 | 209,294 | 13F-HR | 7/30/2019 | 000142050619000662 | Personal Wealth Partners |
| Q1 2019 | 59 | 188,236 | 13F-HR | 4/17/2019 | 000142050619000303 | Personal Wealth Partners |
| Q4 2018 | 40 | 159,576 | 13F-HR | 2/5/2019 | 000142050619000081 | Personal Wealth Partners |