0001951757-23-000171.txt : 20230418 0001951757-23-000171.hdr.sgml : 20230418 20230418105231 ACCESSION NUMBER: 0001951757-23-000171 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230418 EFFECTIVENESS DATE: 20230418 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: 23825853 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 03-31-2023 03-31-2023 PACK Private Wealth, LLC

1905 WAYZATA BLVD. SUITE 320 WAYZATA MN 55391

13F HOLDINGS REPORT 028-22234 N DEREK J. SWEDBERG (952) 563-9811 DEREK J. SWEDBERG WAYZATA MN 04-18-2023 0 36 125838530 false INFORMATION TABLE 2 F_13F_Pack_Q12023.xml AMAZON COM INC COM 023135106 283841 2748 SH SOLE 0 0 2748 APPLE INC COM 037833100 446063 2705 SH SOLE 0 0 2705 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 339338 1099 SH SOLE 0 0 1099 GRACO INC COM 384109104 11587636 158713 SH SOLE 0 0 158713 ISHARES TR CORE S&P500 ETF 464287200 20676913 50299 SH SOLE 0 0 50299 ISHARES TR MSCI EMG MKT ETF 464287234 1236479 31335 SH SOLE 0 0 31335 ISHARES TR S&P 500 GRWT ETF 464287309 1235249 19334 SH SOLE 0 0 19334 ISHARES TR S&P 500 VAL ETF 464287408 907525 5980 SH SOLE 0 0 5980 ISHARES TR MSCI EAFE ETF 464287465 225216 3149 SH SOLE 0 0 3149 ISHARES TR RUS MD CP GR ETF 464287481 898208 9865 SH SOLE 0 0 9865 ISHARES TR RUS MID CAP ETF 464287499 267234 3822 SH SOLE 0 0 3822 ISHARES TR CORE S&P MCP ETF 464287507 11431562 45697 SH SOLE 0 0 45697 ISHARES TR ISHARES BIOTECH 464287556 324062 2509 SH SOLE 0 0 2509 ISHARES TR RUS 1000 VAL ETF 464287598 280463 1842 SH SOLE 0 0 1842 ISHARES TR RUS 1000 GRW ETF 464287614 436862 1788 SH SOLE 0 0 1788 ISHARES TR RUS 1000 ETF 464287622 399108 1772 SH SOLE 0 0 1772 ISHARES TR CORE S&P SCP ETF 464287804 7661541 79230 SH SOLE 0 0 79230 OLD NATL BANCORP IND COM 680033107 188585 13078 SH SOLE 0 0 13078 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 330832 3726 SH SOLE 0 0 3726 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 662536 7824 SH SOLE 0 0 7824 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 25340731 561008 SH SOLE 0 0 561008 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 233974 3755 SH SOLE 0 0 3755 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13814457 341942 SH SOLE 0 0 341942 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2201514 5854 SH SOLE 0 0 5854 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5235755 63051 SH SOLE 0 0 63051 ALPHABET INC CAP STK CL C 02079K107 275600 2650 SH SOLE 0 0 2650 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5079794 51120 SH SOLE 0 0 51120 CLEARFIELD INC COM 18482P103 348838 7489 SH SOLE 0 0 7489 ISHARES TR MSCI INDIA ETF 46429B598 320902 8153 SH SOLE 0 0 8153 ISHARES TR CORE MSCI EAFE 46432F842 1980030 29619 SH SOLE 0 0 29619 QUALTEK SERVICES INC CLASS A COM 74760R303 9872 25000 SH SOLE 0 0 25000 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 5850812 102484 SH SOLE 0 0 102484 SYNTAX ETF TR STRATIFIED SMCP 87166N304 343706 8170 SH SOLE 0 0 8170 TESLA INC COM 88160R101 217841 1050 SH SOLE 0 0 1050 UNITEDHEALTH GROUP INC COM 91324P102 4485824 9492 SH SOLE 0 0 9492 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 279627 5716 SH SOLE 0 0 5716