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
Agent
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
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210704
SH
SOLE
0
0
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ISHARES TRCORE S&P500 ETF4642872001450125
2650
SH
SOLE
0
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2650
ISHARES TRCORE US AGGBD ET4642872263929104
40477
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SOLE
0
0
40477
ISHARES TR1 3 YR TREAS BD4642874572652871
32491
SH
SOLE
0
0
32491
ISHARES TRMICRO-CAP ETF464288869335635
2944
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SOLE
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0
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ISHARES TRAGGRES ALLOC ETF464289859225746
3019
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ISHARES TRCORE MSCI INTL46435G3265741412
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147288
SH
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147288
VANGUARD STAR FDSVG TL INTL STK F9219097681760870
29202
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SOLE
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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
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SOLE
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46364
VANGUARD MALVERN FDSSTRM INFPROIDX9220208054613979
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SOLE
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95055
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J407444125
9125
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9125
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF9220427182252538
19172
SH
SOLE
0
0
19172
VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427752836989
48380
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VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428581299783
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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