0001420506-19-000081.txt : 20190205 0001420506-19-000081.hdr.sgml : 20190205 20190205152739 ACCESSION NUMBER: 0001420506-19-000081 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190205 DATE AS OF CHANGE: 20190205 EFFECTIVENESS DATE: 20190205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Personal Wealth Partners CENTRAL INDEX KEY: 0001766435 IRS NUMBER: 465126002 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19025 FILM NUMBER: 19567660 BUSINESS ADDRESS: STREET 1: 1550 AMERICAN BLVD EAST, STE 640 CITY: BLOOMINGTON STATE: MN ZIP: 55425 BUSINESS PHONE: 9529559781 MAIL ADDRESS: STREET 1: 1550 AMERICAN BLVD EAST, STE 640 CITY: BLOOMINGTON STATE: MN ZIP: 55425 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001766435 XXXXXXXX 12-31-2018 12-31-2018 false Personal Wealth Partners

1550 AMERICAN BLVD EAST, STE 640 BLOOMINGTON MN 55425

13F HOLDINGS REPORT 028-19025 N Ruth M Miller 9529559781 Ruth M Miller, Operations and Compliance Manager BLOOMINGTON MN 02-05-2019 0 40 159576 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR PERSONAL WEALTH PARTNERS 3M CO COM 88579Y101 364 1910 SH SOLE 0 0 1910 AMAZON COM INC COM 023135106 201 134 SH SOLE 0 0 134 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2617 12819 SH SOLE 0 0 12819 BRISTOL MYERS SQUIBB CO COM 110122108 234 4497 SH SOLE 0 0 4497 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 210 4784 SH SOLE 0 0 4784 GLACIER BANCORP INC NEW COM 37637Q105 679 17130 SH SOLE 0 0 17130 HALLIBURTON CO COM 406216101 201 7565 SH SOLE 0 0 7565 HEALTHCARE TR AMER INC CL A NEW 42225P501 1271 50210 SH SOLE 0 0 50210 HONEYWELL INTL INC COM 438516106 600 4541 SH SOLE 0 0 4541 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 520 24759 SH SOLE 0 0 24759 INVESCO EXCHNG TRADED FD TR S&P GBL WATER 46138E263 798 16257 SH SOLE 0 0 16257 INVESCO QQQ TR UNIT SER 1 46090E103 1130 7327 SH SOLE 0 0 7327 ISHARES GOLD TRUST ISHARES 464285105 800 65108 SH SOLE 0 0 65108 ISHARES INC MIN VOL EMRG MKT 464286533 38899 698862 SH SOLE 0 0 698862 ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 21802 170413 SH SOLE 0 0 170413 ISHARES TR SHRT NAT MUN ETF 464288158 1948 18485 SH SOLE 0 0 18485 ISHARES TR RUS 1000 ETF 464287622 4722 35907 SH SOLE 0 0 35907 ISHARES TR CORE US AGGBD ET 464287226 49519 516029 SH SOLE 0 0 516029 ISHARES TR IBOXX HI YD ETF 464288513 1691 20702 SH SOLE 0 0 20702 ISHARES TR U.S. ENERGY ETF 464287796 1377 32491 SH SOLE 0 0 32491 ISHARES TR MSCI AC ASIA ETF 464288182 5539 85907 SH SOLE 0 0 85907 MARSH & MCLENNAN COS INC COM 571748102 386 4844 SH SOLE 0 0 4844 MEDTRONIC PLC SHS G5960L103 231 2541 SH SOLE 0 0 2541 NEXTERA ENERGY INC COM 65339F101 209 1201 SH SOLE 0 0 1201 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 8 13525 SH SOLE 0 0 13525 POLYMET MINING CORP COM 731916102 8 10278 SH SOLE 0 0 10278 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 401 1721 SH SOLE 0 0 1721 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 11212 41873 SH SOLE 0 0 41873 SPDR SER TR SSGA GNDER ETF 78468R747 369 5792 SH SOLE 0 0 5792 SPDR SER TR NUVEEN BLMBRG SR 78468R739 4384 91215 SH SOLE 0 0 91215 SPDR SER TR BLOMBERG BRC INV 78468R200 758 24951 SH SOLE 0 0 24951 US BANCORP DEL COM NEW 902973304 1163 25448 SH SOLE 0 0 25448 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 1074 17671 SH SOLE 0 0 17671 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 882 11967 SH SOLE 0 0 11967 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 301 3854 SH SOLE 0 0 3854 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 358 4803 SH SOLE 0 0 4803 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 292 3742 SH SOLE 0 0 3742 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1388 8640 SH SOLE 0 0 8640 WELLS FARGO CO NEW COM 949746101 797 17292 SH SOLE 0 0 17292 WISDOMTREE TR US HIGH DIVIDEND 97717W208 233 5870 SH SOLE 0 0 5870