PACK Private Wealth, LLC

Q4 2024 13F Holdings

  • Location
    wayzata, MN
  • Num holdings

    40

  • Value ($000)

    $170,327

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001907212
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$33.41M
20 %

698,606

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$31.50M
19 %

53,512

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$19.23M
11 %

436,722

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$17.31M
10 %

277,768

GGG
GGG

GRACO INC

COM
384109104
$12.96M
8 %

153,713

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$10.96M
6 %

95,136

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$7.52M
4 %

84,393

GNR
GNR

SPDR INDEX SHS FDS

GLB NAT RESRCE
78463X541
$7.22M
4 %

145,050

CHRW
CHRW

C H ROBINSON WORLDWIDE INC

COM NEW
12541W209
$4.66M
3 %

45,120

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$3.78M
2 %

53,732

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