Filer Name: PACK PRIVATE WEALTH, LLC
CIK: 1907212
Period: 2024-12-31
Filed At: 2025-02-03
Number of Holdings: 40
Portfolio Value: $0.17B

Pack Private Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VEA US VANGUARD FTSE DEVELOPED ETF 698,606 $33M 19.61% 5.3% -
IVV US ISHARES CORE S&P 500 ETF 53,512 $32M 18.49% -2.8% -
VWO US VANGUARD FTSE EMERGING MARKE 436,722 $19M 11.29% 0.8% -
IJH US ISHARES CORE S&P MIDCAP ETF 277,768 $17M 10.16% 0.9% -
GGG US GRACO INC 153,713 $13M 7.61% - -
IJR US ISHARES CORE S&P SMALL-CAP E 95,136 $11M 6.44% 0.4% -
VNQ US VANGUARD REAL ESTATE ETF 84,393 $8M 4.41% 1.8% -
GNR US SPDR S&P GL NAT RESOURCES 145,050 $7M 4.24% 8.3% -
CHRW US C.H. ROBINSON WORLDWIDE INC 45,120 $5M 2.74% - -
IEFA US ISHARES CORE MSCI EAFE ETF 53,732 $4M 2.22% - -
UNH US UNITEDHEALTH GROUP INC 6,482 $3M 1.93% - -
VOO US VANGUARD S&P 500 ETF 5,677 $3M 1.80% -2.9% -
EEM US ISHARES MSCI EMERGING MARKET 45,502 $2M 1.12% - -
IVW US ISHARES S&P 500 GROWTH ETF 17,058 $2M 1.02% 0.0% -
IWP US ISHARES RUSSELL MID-CAP GROW 9,031 $1M 0.67% - -
IVE US ISHARES S&P 500 VALUE ETF 5,402 $1M 0.61% -2.6% -
IVOO US VANGUARD S&P MID-CAP 400 ETF 8,485 $1M 0.53% - -
AAPL US APPLE INC 2,610 $1M 0.38% - -
AMZN US AMAZON.COM INC 2,695 $1M 0.35% - -
IWB US ISHARES RUSSELL 1000 ETF 1,772 $1M 0.34% - -
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