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  Name: FAMILY WEALTH PARTNERS LLC
  City: MATTHEWS
  State: NC
  Zip: 28105
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $176,475,000
  Total Value Change : $46,924,000
  Securities Held Change : 1
   
All Securities Held : 41
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 13
  Unchanged Positions : 1
  Decreased Positions : 25

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Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (LPLA)1 Year Chart         LPLA LPL Investment Holdings Inc 1 - $280.06 $38,822,000 146,940 22% 22,772,000 76,426 0.184    Investment Brokerage ...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 2 - $116.65 $21,293,000 184,674 12.07% 9,052,000 68,344 0.051    Closed - End Fund - E...
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 3 - $57.82 $9,221,000 157,490 5.23% 3,600,000 62,741 0.017    Closed - End Fund - Debt
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 7 - $89.88 $5,413,000 57,762 3.07% 2,161,000 21,544 0.064    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 8 - $0.00 $5,411,000 171,172 3.07% 2,327,000 63,375 0.127    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 10 - $0.00 $5,154,000 78,258 2.92% 2,192,000 30,859 0.05    N/A
   (IDEV)1 Year Chart         IDEV Ishares Core Msci Internati... 11 - $67.92 $5,106,000 76,054 2.89% 2,160,000 29,771 0.012    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 12 - $0.00 $5,093,000 189,056 2.89% 2,130,000 73,577 0.21    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 13 - $0.00 $4,952,000 194,273 2.81% 2,047,000 77,903 0.188    N/A
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 14 - $0.00 $4,863,000 103,388 2.76% 1,919,000 40,767 0.115    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 16 - $48.25 $4,086,000 85,323 2.32% 1,340,000 27,494 0.005    N/A
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... 41 - $0.00 $230,000 6,681 0.13% 23,000 33 0.007    N/A
      12 Records Found
  1    
Page 1 of 1
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