0001951757-23-000083.txt : 20230130 0001951757-23-000083.hdr.sgml : 20230130 20230127174504 ACCESSION NUMBER: 0001951757-23-000083 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230130 DATE AS OF CHANGE: 20230127 EFFECTIVENESS DATE: 20230130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PACK Private Wealth, LLC CENTRAL INDEX KEY: 0001907212 IRS NUMBER: 853328138 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22234 FILM NUMBER: 23564511 BUSINESS ADDRESS: STREET 1: 1905 WAYZATA BLVD. STREET 2: SUITE 320 CITY: WAYZATA STATE: MN ZIP: 55391 BUSINESS PHONE: (952) 563-9811 MAIL ADDRESS: STREET 1: 1905 WAYZATA BLVD. STREET 2: SUITE 320 CITY: WAYZATA STATE: MN ZIP: 55391 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001907212 XXXXXXXX 12-31-2022 12-31-2022 PACK Private Wealth, LLC

1905 WAYZATA BLVD. SUITE 320 WAYZATA MN 55391

13F HOLDINGS REPORT 028-22234 N DEREK SWEDBERG (952) 563-9811 DEREK SWEDBERG WAYZATA MN 01-27-2023 0 35 116580375 false INFORMATION TABLE 2 packq42022.xml VANGUARD FTSE DEVELOPED MARKETS ETF UIE 921943858 22915956 546008 SH SOLE 0 0 546008 ISHARES CORE S&P 500 ETF UIE 464287200 18688743 48642 SH SOLE 0 0 48642 VANGUARD FTSE EMERGING MARKETS ETF UIE 922042858 12311482 315841 SH SOLE 0 0 315841 ISHARES CORE S&P MID-CAPETF UIE 464287507 10695650 44217 SH SOLE 0 0 44217 GRACO INC COM 384109104 10675036 158713 SH SOLE 0 0 158713 ISHARES CORE S&P SMALL CAP ETF UIE 464287804 7300719 77142 SH SOLE 0 0 77142 SPDR S&P GLOBAL NATURAL RESOURCS ETF UIE 78463X541 5620119 98564 SH SOLE 0 0 98564 UNITEDHEALTH GRP INC COM 91324P102 5032469 9492 SH SOLE 0 0 9492 C H ROBINSON WORLDWD COM 12541W209 4680547 51120 SH SOLE 0 0 51120 VANGUARD REAL ESTATE ETF UIE 922908553 4333664 52542 SH SOLE 0 0 52542 VANGUARD S&P 500 ETF UIE 922908363 2056393 5853 SH SOLE 0 0 5853 ISHARES CORE MSCI EAFE ETF UIE 46432F842 1863624 30234 SH SOLE 0 0 30234 ISHARES MSCI EMERGING MARKETS ETF UIE 464287234 1247782 32923 SH SOLE 0 0 32923 ISHARES S&P 500 GROWTH ETF UIE 464287309 1056393 18058 SH SOLE 0 0 18058 ISHARES S&P 500 VALUE ETF UIE 464287408 889424 6131 SH SOLE 0 0 6131 ISHARES RUSSELL MID CAP GROWTH ETF UIE 464287481 764438 9144 SH SOLE 0 0 9144 CLEARFIELD INC COM 18482P103 705014 7489 SH SOLE 0 0 7489 ROYALTY PHARMA PLC FCLASS A FGO G7709Q104 688201 17414 SH SOLE 0 0 17414 VANGUARD S&P MID CAP 400ETF UIE 921932885 639886 3912 SH SOLE 0 0 3912 ISHARES RUSSELL 1000 GROWTH ETF UIE 464287614 383061 1788 SH SOLE 0 0 1788 ISHARES RUSSELL 1000 ETF UIE 464287622 373041 1772 SH SOLE 0 0 1772 APPLE INC COM 037833100 351461 2705 SH SOLE 0 0 2705 BERKSHIRE HATHAWAY CLASS B COM 084670702 339481 1099 SH SOLE 0 0 1099 SYNTAX STRATIFIED SMALLCAP ETF UIE 87166N304 331420 8170 SH SOLE 0 0 8170 ISHARES MSCI INDIA INDEXETF UIE 46429B598 330330 7914 SH SOLE 0 0 7914 VANGUARD S&P SMALL CAP 600 ETF UIE 921932828 322877 1863 SH SOLE 0 0 1863 ISHARES BIOTECHNOLOGY ETF UIE 464287556 305381 2326 SH SOLE 0 0 2326 ISHARES RUSSELL 1000 VALUE ETF UIE 464287598 279339 1842 SH SOLE 0 0 1842 ISHARES RUSSELL MID CAP ETF UIE 464287499 257794 3822 SH SOLE 0 0 3822 VANGUARD TOTAL INTERNATIONAL BND ETF UIE 92203J407 256217 5402 SH SOLE 0 0 5402 ALPHABET INC. CLASS C COM 02079K107 235135 2650 SH SOLE 0 0 2650 AMAZON.COM INC COM 023135106 230832 2748 SH SOLE 0 0 2748 ISHARES MSCI EAFE ETF UIE 464287465 206700 3149 SH SOLE 0 0 3149 VANGUARD EMERGING MARKT GOVT BND ETF UIE 921946885 200746 3292 SH SOLE 0 0 3292 QUALTEK SVCS INC CLASS A COM 74760R303 11020 25000 SH SOLE 0 0 25000