0001907212-22-000003.txt : 20220812 0001907212-22-000003.hdr.sgml : 20220812 20220812114020 ACCESSION NUMBER: 0001907212-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220812 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PACK Private Wealth, LLC CENTRAL INDEX KEY: 0001907212 IRS NUMBER: 853328138 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22234 FILM NUMBER: 221158753 BUSINESS ADDRESS: STREET 1: 1905 WAYZATA BLVD. STREET 2: SUITE 320 CITY: WAYZATA STATE: MN ZIP: 55391 BUSINESS PHONE: (952) 563-9811 MAIL ADDRESS: STREET 1: 1905 WAYZATA BLVD. STREET 2: SUITE 320 CITY: WAYZATA STATE: MN ZIP: 55391 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001907212 XXXXXXXX 06-30-2022 06-30-2022 PACK Private Wealth, LLC

1905 WAYZATA BLVD. SUITE 320 WAYZATA MN 55391

13F HOLDINGS REPORT 028-22234 N DEREK SWEDBERG (952) 563-9811 DEREK SWEDBERG WAYZATA MN 08-12-2022 0 35 109573 false INFORMATION TABLE 2 packq22022.xml APPLE INC COMMON STOCK 037833100 372 2722 SH SOLE 0 0 2722 BERKSHIRE HATHAWAY CLASS B COMMON STOCK 084670702 300 1099 SH SOLE 0 0 1099 GRACO INC COMMON STOCK 384109104 9429 158713 SH SOLE 0 0 158713 ISHARES CORE S&P 500 ETF UIT EXCHANGE TRADED 464287200 17679 46628 SH SOLE 0 0 46628 ISHARES MSCI EMERGING MARKETS ETF UIT EXCHANGE TRADED 464287234 480 11975 SH SOLE 0 0 11975 ISHARES S&P 500 GROWTH ETF UIT EXCHANGE TRADED 464287309 1102 18264 SH SOLE 0 0 18264 ISHARES S&P 500 VALUE ETF UIT EXCHANGE TRADED 464287408 875 6363 SH SOLE 0 0 6363 ISHARES MSCI EAFE ETF UIT EXCHANGE TRADED 464287465 250 4004 SH SOLE 0 0 4004 ISHARES RUSSELL MID CAP GROWTH ETF UIT EXCHANGE TRADED 464287481 724 9144 SH SOLE 0 0 9144 ISHARES RUSSELL MID CAP ETF UIT EXCHANGE TRADED 464287499 247 3822 SH SOLE 0 0 3822 ISHARES CORE S&P MID CAPETF UIT EXCHANGE TRADED 464287507 9673 42756 SH SOLE 0 0 42756 ISHARES BIOTECHNOLOGY ETF UIT EXCHANGE TRADED 464287556 285 2426 SH SOLE 0 0 2426 ISHARES RUSSELL 1000 VALUE ETF UIT EXCHANGE TRADED 464287598 267 1842 SH SOLE 0 0 1842 ISHARES RUSSELL 1000 GROWTH ETF UIT EXCHANGE TRADED 464287614 391 1788 SH SOLE 0 0 1788 ISHARES RUSSELL 1000 ETF UIT EXCHANGE TRADED 464287622 368 1772 SH SOLE 0 0 1772 ISHARES CORE S&P SMALL CAP ETF UIT EXCHANGE TRADED 464287804 6852 74151 SH SOLE 0 0 74151 VANGUARD S&P SMALL CAP 600 ETF UIT EXCHANGE TRADED 921932828 266 1564 SH SOLE 0 0 1564 VANGUARD S&P MID CAP 400ETF UIT EXCHANGE TRADED 921932885 525 3429 SH SOLE 0 0 3429 VANGUARD FTSE DEVELOPED MARKETS ETF UIT EXCHANGE TRADED 921943858 20779 509277 SH SOLE 0 0 509277 VANGUARD FTSE EMERGING MARKETS ETF UIT EXCHANGE TRADED 922042858 12496 300032 SH SOLE 0 0 300032 VANGUARD S&P 500 ETF UIT EXCHANGE TRADED 922908363 1307 3767 SH SOLE 0 0 3767 VANGUARD REAL ESTATE ETF UIT EXCHANGE TRADED 922908553 4800 52689 SH SOLE 0 0 52689 ALPHABET INC. CLASS C COMMON STOCK 02079K107 291 133 SH SOLE 0 0 133 C H ROBINSON WORLDWD COMMON STOCK 12541W209 5182 51120 SH SOLE 0 0 51120 CLEARFIELD INC COMMON STOCK 18482P103 464 7489 SH SOLE 0 0 7489 ISHARES MSCI INDIA INDEXETF UIT EXCHANGE TRADED 46429B598 312 7914 SH SOLE 0 0 7914 ISHARES CORE MSCI EAFE ETF UIT EXCHANGE TRADED 46432F842 919 15621 SH SOLE 0 0 15621 THE MOSAIC CO COMMON STOCK 61945C103 1475 31228 SH SOLE 0 0 31228 QUALTEK SVCS INC CLASS A COMMON STOCK 74760R303 37 25000 SH SOLE 0 0 25000 SPDR S&P GLOBAL NATURAL RESOURCS ETF UIT EXCHANGE TRADED 78463X541 4987 95733 SH SOLE 0 0 95733 SYNTAX STRATIFIED SMALLCAP ETF UIT EXCHANGE TRADED 87166N304 326 8170 SH SOLE 0 0 8170 TESLA INC COMMON STOCK 88160R101 242 360 SH SOLE 0 0 360 UNITEDHEALTH GRP INC COMMON STOCK 91324P102 4883 9506 SH SOLE 0 0 9506 VANGUARD TOTAL INTERNATIONAL BND ETF UIT EXCHANGE TRADED 92203J407 256 5174 SH SOLE 0 0 5174 ROYALTY PHARMA PLC FCLASS A FOREIGN ORDINARIES G7709Q104 732 17414 SH SOLE 0 0 17414