0001754960-24-000228.txt : 20240711 0001754960-24-000228.hdr.sgml : 20240711 20240710211633 ACCESSION NUMBER: 0001754960-24-000228 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240711 DATE AS OF CHANGE: 20240710 EFFECTIVENESS DATE: 20240711 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FAMILY WEALTH PARTNERS, LLC CENTRAL INDEX KEY: 0002016217 ORGANIZATION NAME: IRS NUMBER: 854391982 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24028 FILM NUMBER: 241110926 BUSINESS ADDRESS: STREET 1: 2518 PLANTATION CENTER DRIVE CITY: MATTHEWS STATE: NC ZIP: 28105 BUSINESS PHONE: 704-321-0152 MAIL ADDRESS: STREET 1: 2518 PLANTATION CENTER DRIVE CITY: MATTHEWS STATE: NC ZIP: 28105 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002016217 XXXXXXXX 06-30-2024 06-30-2024 FAMILY WEALTH PARTNERS, LLC

2518 PLANTATION CENTER DRIVE MATTHEWS NC 28105

13F HOLDINGS REPORT 028-24028 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 07-10-2024 0 41 192712072 false INFORMATION TABLE 2 InformationTableOutput.xml AMERICAN CENTY ETF TRINTL SMCP VLU0250728025761271 88703 SH SOLE 0 0 88703 AMERICAN CENTY ETF TRUS SML CP VALU0250728775994022 66808 SH SOLE 0 0 66808 APPLE INCCOM037833100652304 3097 SH SOLE 0 0 3097 DIMENSIONAL ETF TRUSTINTERNATIONAL25434V690212562 6453 SH SOLE 0 0 6453 DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V7081953615 60596 SH SOLE 0 0 60596 DIMENSIONAL ETF TRUSTUS SUSTAINABILTY25434V716270444 7758 SH SOLE 0 0 7758 DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V7325919122 221441 SH SOLE 0 0 221441 DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V7655723160 217445 SH SOLE 0 0 217445 DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V8316264862 195838 SH SOLE 0 0 195838 DIMENSIONAL ETF TRUSTSHORT DURATION F25434V8645563672 118376 SH SOLE 0 0 118376 FS KKR CAP CORPCOM302635206397987 20172 SH SOLE 0 0 20172 ISHARES TRCORE S&P TTL STK46428715025027365 210704 SH SOLE 0 0 210704 ISHARES TRCORE S&P500 ETF4642872001450125 2650 SH SOLE 0 0 2650 ISHARES TRCORE US AGGBD ET4642872263929104 40477 SH SOLE 0 0 40477 ISHARES TR1 3 YR TREAS BD4642874572652871 32491 SH SOLE 0 0 32491 ISHARES TRMICRO-CAP ETF464288869335635 2944 SH SOLE 0 0 2944 ISHARES TRAGGRES ALLOC ETF464289859225746 3019 SH SOLE 0 0 3019 ISHARES TRCORE MSCI INTL46435G3265741412 87468 SH SOLE 0 0 87468 LPL FINL HLDGS INCCOM50212V10041137522 147288 SH SOLE 0 0 147288 VANGUARD STAR FDSVG TL INTL STK F9219097681760870 29202 SH SOLE 0 0 29202 VANGUARD BD INDEX FDSINTERMED TERM9219378191061942 14180 SH SOLE 0 0 14180 VANGUARD BD INDEX FDSSHORT TRM BOND9219378272978691 38836 SH SOLE 0 0 38836 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378351242565 17246 SH SOLE 0 0 17246 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438582291317 46364 SH SOLE 0 0 46364 VANGUARD MALVERN FDSSTRM INFPROIDX9220208054613979 95055 SH SOLE 0 0 95055 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J407444125 9125 SH SOLE 0 0 9125 VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF9220427182252538 19172 SH SOLE 0 0 19172 VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427752836989 48380 SH SOLE 0 0 48380 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428581299783 29703 SH SOLE 0 0 29703 VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF9220428662046955 27594 SH SOLE 0 0 27594 VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF9220428741657483 24824 SH SOLE 0 0 24824 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409544189 7042 SH SOLE 0 0 7042 VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C70610573246 181577 SH SOLE 0 0 181577 VANGUARD INDEX FDSS&P 500 ETF SHS9229083635671322 11340 SH SOLE 0 0 11340 VANGUARD INDEX FDSREAL ESTATE ETF9229085531968269 23499 SH SOLE 0 0 23499 VANGUARD INDEX FDSSM CP VAL ETF9229086118885680 48683 SH SOLE 0 0 48683 VANGUARD INDEX FDSVALUE ETF9229087444789552 29858 SH SOLE 0 0 29858 VANGUARD INDEX FDSSMALL CP ETF9229087516397657 29342 SH SOLE 0 0 29342 VANGUARD INDEX FDSTOTAL STK MKT9229087696180155 23103 SH SOLE 0 0 23103 WISDOMTREE TREMG MKTS SMCAP97717W2811599384 31092 SH SOLE 0 0 31092 WISDOMTREE TRINTL SMCAP DIV97717W7602402580 37872 SH SOLE 0 0 37872