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Name: |
PACK Private Wealth LLC |
City: |
WAYZATA |
State: |
MN |
Zip: |
55391 |
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data |
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Holdings
Found :
13 |
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Increased Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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VEA |
Vanguard Europe Pacific ETF |
1 |
- |
$49.56 |
$31,604,000 |
629,939 |
19.86% |
2,058,000 |
13,104 |
0.028 |
Closed - End Fund - F... |
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IVV |
iShares Core S&P 500 Etf |
2 |
- |
$532.15 |
$28,223,000 |
53,684 |
17.73% |
2,614,000 |
68 |
0.001 |
Closed - End Fund - E... |
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VWO |
Vanguard Emerging Markets S... |
3 |
- |
$44.20 |
$17,065,000 |
408,539 |
10.72% |
1,968,000 |
41,218 |
0.003 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
4 |
- |
$59.52 |
$15,992,000 |
263,292 |
10.05% |
1,695,000 |
211,707 |
0.113 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
6 |
- |
$108.82 |
$10,102,000 |
91,401 |
6.35% |
542,000 |
3,088 |
0.016 |
Closed - End Fund - E... |
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GNR |
Spdr S&Amp;P Global Natural... |
7 |
- |
$59.25 |
$7,200,000 |
124,282 |
4.52% |
566,000 |
7,184 |
0.03 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
8 |
- |
$81.86 |
$6,591,000 |
76,213 |
4.14% |
345,000 |
5,529 |
0.021 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
9 |
- |
$0.00 |
$3,962,000 |
53,388 |
2.49% |
213,000 |
101 |
0 |
N/A |
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VOO |
Vanguard S&P 500 Etf |
12 |
- |
$486.73 |
$2,840,000 |
5,909 |
1.78% |
263,000 |
9 |
0.001 |
Closed - End Fund - E... |
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IVOO |
Vanguard S&Amp;P Mid-Cap 40... |
17 |
- |
$100.83 |
$863,000 |
8,373 |
0.54% |
79,000 |
28 |
0.093 |
Closed - End Fund - E... |
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BNDX |
Vanguard Total Internationa... |
28 |
- |
$48.59 |
$340,000 |
6,910 |
0.21% |
1,000 |
41 |
0.001 |
N/A |
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VWOB |
Vanguard Emerging Markets G... |
31 |
- |
$63.32 |
$301,000 |
4,707 |
0.19% |
3,000 |
29 |
0.002 |
N/A |
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CLFD |
Clearfield Inc |
37 |
- |
$37.09 |
$231,000 |
7,500 |
0.15% |
231,000 |
7,500 |
0.055 |
Medical Instruments &... |
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