0001420506-19-000303.txt : 20190417 0001420506-19-000303.hdr.sgml : 20190417 20190417083428 ACCESSION NUMBER: 0001420506-19-000303 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190417 DATE AS OF CHANGE: 20190417 EFFECTIVENESS DATE: 20190417 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: 19752247 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 03-31-2019 03-31-2019 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 04-17-2019 0 59 188236 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR PERSONAL WEALTH PARTNERS 3M CO COM 88579Y101 412 1985 SH SOLE 0 0 1985 ALPHABET INC CAP STK CL A 02079K305 216 184 SH SOLE 0 0 184 AMAZON COM INC COM 023135106 239 134 SH SOLE 0 0 134 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2085 10380 SH SOLE 0 0 10380 BEST BUY INC COM 086516101 227 3190 SH SOLE 0 0 3190 BRISTOL MYERS SQUIBB CO COM 110122108 203 4263 SH SOLE 0 0 4263 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 241 4715 SH SOLE 0 0 4715 GLACIER BANCORP INC NEW COM 37637Q105 686 17130 SH SOLE 0 0 17130 HALLIBURTON CO COM 406216101 205 6984 SH SOLE 0 0 6984 HEALTHCARE TR AMER INC CL A NEW 42225P501 1424 49802 SH SOLE 0 0 49802 HONEYWELL INTL INC COM 438516106 685 4308 SH SOLE 0 0 4308 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 524 24759 SH SOLE 0 0 24759 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 364 2680 SH SOLE 0 0 2680 INVESCO EXCHNG TRADED FD TR S&P GBL WATER 46138E263 426 12040 SH SOLE 0 0 12040 INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 219 4400 SH SOLE 0 0 4400 INVESCO QQQ TR UNIT SER 1 46090E103 847 4713 SH SOLE 0 0 4713 ISHARES GOLD TRUST ISHARES 464285105 1154 93214 SH SOLE 0 0 93214 ISHARES INC MIN VOL EMRG MKT 464286533 453 7640 SH SOLE 0 0 7640 ISHARES INC CORE MSCI EMKT 46434G103 7655 141553 SH SOLE 0 0 141553 ISHARES TR IBOXX HI YD ETF 464288513 1637 18935 SH SOLE 0 0 18935 ISHARES TR MSCI AC ASIA ETF 464288182 902 12762 SH SOLE 0 0 12762 ISHARES TR SHRT NAT MUN ETF 464288158 1959 18485 SH SOLE 0 0 18485 ISHARES TR MSCI KLD400 SOC 464288570 1256 11912 SH SOLE 0 0 11912 ISHARES TR MIN VOL USA ETF 46429B697 51881 838599 SH SOLE 0 0 838599 ISHARES TR MSCI LW CRB TG 46434V464 429 3677 SH SOLE 0 0 3677 ISHARES TR CORE S&P SCP ETF 464287804 15237 197497 SH SOLE 0 0 197497 ISHARES TR CORE HIGH DV ETF 46429B663 431 8979 SH SOLE 0 0 8979 ISHARES TR PFD AND INCM SEC 464288687 952 26047 SH SOLE 0 0 26047 ISHARES TR S&P SML 600 GWT 464287887 3925 23998 SH SOLE 0 0 23998 ISHARES TR S&P 500 GRWT ETF 464287309 10994 63784 SH SOLE 0 0 63784 ISHARES TR MSCI EMG MKT ETF 464287234 247 5745 SH SOLE 0 0 5745 ISHARES TR CORE US AGGBD ET 464287226 22799 149922 SH SOLE 0 0 149922 ISHARES TR CORE S&P TTL STK 464287150 685 10641 SH SOLE 0 0 10641 ISHARES TR U.S. ENERGY ETF 464287796 531 6159 SH SOLE 0 0 6159 ISHARES TR S&P 500 VAL ETF 464287408 9554 84746 SH SOLE 0 0 84746 ISHARES TR S&P MC 400VL ETF 464287705 786 5008 SH SOLE 0 0 5008 ISHARES TR MSCI EAFE ETF 464287465 3155 48649 SH SOLE 0 0 48649 ISHARES TR RUSSELL 2000 ETF 464287655 5154 33627 SH SOLE 0 0 33627 ISHARES TR CORE S&P MCP ETF 464287507 12170 64257 SH SOLE 0 0 64257 ISHARES TR S&P MC 400GR ETF 464287606 326 1490 SH SOLE 0 0 1490 MARSH & MCLENNAN COS INC COM 571748102 455 4844 SH SOLE 0 0 4844 MERCADOLIBRE INC COM 58733R102 203 400 SH SOLE 0 0 400 POLYMET MINING CORP COM 731916102 7 10278 SH SOLE 0 0 10278 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 298 1151 SH SOLE 0 0 1151 SPDR S&P 500 ETF TR TR UNIT 78462F103 7561 26765 SH SOLE 0 0 26765 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4568 13224 SH SOLE 0 0 13224 SPDR SER TR SSGA GNDER ETF 78468R747 411 5792 SH SOLE 0 0 5792 SPDR SER TR NUVEEN BLMBRG SR 78468R739 4406 90725 SH SOLE 0 0 90725 SPDR SER TR BLOMBERG BRC INV 78468R200 452 14710 SH SOLE 0 0 14710 US BANCORP DEL COM NEW 902973304 1212 25148 SH SOLE 0 0 25148 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 772 12369 SH SOLE 0 0 12369 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 290 3640 SH SOLE 0 0 3640 VANGUARD INDEX FDS TOTAL STK MKT 922908769 377 2605 SH SOLE 0 0 2605 VANGUARD INDEX FDS VALUE ETF 922908744 335 3108 SH SOLE 0 0 3108 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 417 4803 SH SOLE 0 0 4803 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 563 10043 SH SOLE 0 0 10043 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 321 3742 SH SOLE 0 0 3742 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1490 8640 SH SOLE 0 0 8640 WELLS FARGO CO NEW COM 949746101 823 17042 SH SOLE 0 0 17042