0001754960-24-000483.txt : 20241010 0001754960-24-000483.hdr.sgml : 20241010 20241009183115 ACCESSION NUMBER: 0001754960-24-000483 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241010 DATE AS OF CHANGE: 20241009 EFFECTIVENESS DATE: 20241010 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: 241363557 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 09-30-2024 09-30-2024 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 10-09-2024 0 44 195467646 false INFORMATION TABLE 2 InformationTableOutput.xml AMERICAN CENTY ETF TRINTL SMCP VLU0250728026450063 91270 SH SOLE 0 0 91270 AMERICAN CENTY ETF TRUS SML CP VALU0250728776552303 68289 SH SOLE 0 0 68289 APPLE INCCOM037833100758898 3257 SH SOLE 0 0 3257 DIMENSIONAL ETF TRUSTINTERNATIONAL25434V690233458 6533 SH SOLE 0 0 6533 DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V7082077837 60596 SH SOLE 0 0 60596 DIMENSIONAL ETF TRUSTUS SUSTAINABILTY25434V716288889 7770 SH SOLE 0 0 7770 DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V7326439450 228755 SH SOLE 0 0 228755 DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V7656223697 224682 SH SOLE 0 0 224682 DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V8316804371 199717 SH SOLE 0 0 199717 DIMENSIONAL ETF TRUSTSHORT DURATION F25434V8645596322 117225 SH SOLE 0 0 117225 FS KKR CAP CORPCOM302635206449449 22780 SH SOLE 0 0 22780 NEW YORK LIFE INVESTMENTS ETNYLI CBRE NEXTGE45409B628238863 10779 SH SOLE 0 0 10779 ISHARES TRCORE S&P TTL STK46428715026853135 213765 SH SOLE 0 0 213765 ISHARES TRCORE S&P500 ETF4642872001529622 2652 SH SOLE 0 0 2652 ISHARES TRCORE US AGGBD ET4642872263688246 36420 SH SOLE 0 0 36420 ISHARES TR1 3 YR TREAS BD4642874572513125 30224 SH SOLE 0 0 30224 ISHARES TRMICRO-CAP ETF464288869363241 2946 SH SOLE 0 0 2946 ISHARES TRAGGRES ALLOC ETF464289859240393 3046 SH SOLE 0 0 3046 ISHARES TRCORE MSCI INTL46435G3266351269 89669 SH SOLE 0 0 89669 LPL FINL HLDGS INCCOM50212V10034405033 147896 SH SOLE 0 0 147896 PROSPECT CAP CORPCOM74348T10274301 13888 SH SOLE 0 0 13888 SERVICE PPTYS TRCOM SH BEN INT81761L10268651 15055 SH SOLE 0 0 15055 VANGUARD STAR FDSVG TL INTL STK F9219097681882202 29073 SH SOLE 0 0 29073 VANGUARD BD INDEX FDSINTERMED TERM9219378191088676 13891 SH SOLE 0 0 13891 VANGUARD BD INDEX FDSSHORT TRM BOND9219378272866952 36434 SH SOLE 0 0 36434 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378351284638 17103 SH SOLE 0 0 17103 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438582432636 46064 SH SOLE 0 0 46064 VANGUARD MALVERN FDSSTRM INFPROIDX9220208054641388 94127 SH SOLE 0 0 94127 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J407456459 9078 SH SOLE 0 0 9078 VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF9220427182397835 19036 SH SOLE 0 0 19036 VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427753037008 48206 SH SOLE 0 0 48206 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428581408520 29436 SH SOLE 0 0 29436 VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF9220428662158297 27533 SH SOLE 0 0 27533 VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF9220428741754399 24675 SH SOLE 0 0 24675 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409557221 7016 SH SOLE 0 0 7016 VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C70610901743 180433 SH SOLE 0 0 180433 VANGUARD INDEX FDSS&P 500 ETF SHS9229083635938343 11254 SH SOLE 0 0 11254 VANGUARD INDEX FDSREAL ESTATE ETF9229085532342405 24044 SH SOLE 0 0 24044 VANGUARD INDEX FDSSM CP VAL ETF9229086119549658 47563 SH SOLE 0 0 47563 VANGUARD INDEX FDSVALUE ETF9229087445186692 29711 SH SOLE 0 0 29711 VANGUARD INDEX FDSSMALL CP ETF9229087516863529 28934 SH SOLE 0 0 28934 VANGUARD INDEX FDSTOTAL STK MKT9229087696454712 22795 SH SOLE 0 0 22795 WISDOMTREE TREMG MKTS SMCAP97717W2811598632 29770 SH SOLE 0 0 29770 WISDOMTREE TRINTL SMCAP DIV97717W7602465085 35700 SH SOLE 0 0 35700