FAMILY WEALTH PARTNERS, LLC
Q4 2024 13F Holdings
- Locationmatthews, NC
- Num holdings
43
- Value ($000)
$210,338
- Date Filed01/14/2025
- Form type13F-HR
- CIK0002016217
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LPLA LPL FINL HLDGS INC | COM | 50212V100 | $35.22M | 17 % | 107,861 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $32.84M | 16 % | 255,356 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $12.61M | 6 % | 217,407 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $9.92M | 5 % | 50,041 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.09M | 4 % | 239,486 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.93M | 4 % | 82,104 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $7.48M | 4 % | 285,671 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $7.44M | 4 % | 114,359 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $7.29M | 4 % | 113,125 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $7.21M | 3 % | 285,858 |
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