0001951757-23-000358.txt : 20230714 0001951757-23-000358.hdr.sgml : 20230714 20230714134215 ACCESSION NUMBER: 0001951757-23-000358 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230714 DATE AS OF CHANGE: 20230714 EFFECTIVENESS DATE: 20230714 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: 231088722 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 06-30-2023 06-30-2023 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 07-14-2023 0 39 133857568 false INFORMATION TABLE 2 F_13F_Pack_Q22023.xml C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4823172 51120 SH SOLE 0 0 51120 CIBUS INC CL A COM STK 17166A101 162519 15478 SH SOLE 0 0 15478 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 14285840 351176 SH SOLE 0 0 351176 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 5561949 103171 SH SOLE 0 0 103171 ISHARES TR CORE S&P500 ETF 464287200 22675051 50874 SH SOLE 0 0 50874 UNITEDHEALTH GROUP INC COM 91324P102 4562235 9492 SH SOLE 0 0 9492 ISHARES TR S&P 500 VAL ETF 464287408 963916 5980 SH SOLE 0 0 5980 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5608631 67121 SH SOLE 0 0 67121 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 535306 17414 SH SOLE 0 0 17414 ISHARES TR MSCI EAFE ETF 464287465 228302 3149 SH SOLE 0 0 3149 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 374759 1099 SH SOLE 0 0 1099 ISHARES TR RUS 1000 VAL ETF 464287598 290723 1842 SH SOLE 0 0 1842 ISHARES TR RUS 1000 ETF 464287622 431907 1772 SH SOLE 0 0 1772 CLEARFIELD INC COM 18482P103 354604 7489 SH SOLE 0 0 7489 QUALTEK SERVICES INC CLASS A COM 74760R303 891 25000 SH SOLE 0 0 25000 TESLA INC COM 88160R101 274869 1050 SH SOLE 0 0 1050 ISHARES TR MSCI INDIA ETF 46429B598 356286 8153 SH SOLE 0 0 8153 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2386254 5859 SH SOLE 0 0 5859 ISHARES TR CORE S&P SCP ETF 464287804 8209865 82387 SH SOLE 0 0 82387 ISHARES TR RUS 1000 GRW ETF 464287614 492022 1788 SH SOLE 0 0 1788 ISHARES TR ISHARES BIOTECH 464287556 318543 2509 SH SOLE 0 0 2509 OLD NATL BANCORP IND COM 680033107 182307 13078 SH SOLE 0 0 13078 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 233824 3755 SH SOLE 0 0 3755 GRACO INC COM 384109104 13273118 153713 SH SOLE 0 0 153713 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 279398 5716 SH SOLE 0 0 5716 ISHARES TR S&P 500 GRWT ETF 464287309 1319668 18724 SH SOLE 0 0 18724 nan nan 60743E204 58289 71882 SH SOLE 0 0 71882 ALPHABET INC CAP STK CL C 02079K107 320570 2650 SH SOLE 0 0 2650 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 694360 7841 SH SOLE 0 0 7841 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 343760 3741 SH SOLE 0 0 3741 APPLE INC COM 037833100 524699 2705 SH SOLE 0 0 2705 AMAZON COM INC COM 023135106 358229 2748 SH SOLE 0 0 2748 ISHARES TR MSCI EMG MKT ETF 464287234 1242263 31402 SH SOLE 0 0 31402 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 26318998 569922 SH SOLE 0 0 569922 ISHARES TR CORE S&P MCP ETF 464287507 12223406 46747 SH SOLE 0 0 46747 ISHARES TR RUS MD CP GR ETF 464287481 953255 9865 SH SOLE 0 0 9865 ISHARES TR CORE MSCI EAFE 46432F842 2001848 29657 SH SOLE 0 0 29657 SYNTAX ETF TR STRATIFIED SMCP 87166N304 352811 8170 SH SOLE 0 0 8170 ISHARES TR RUS MID CAP ETF 464287499 279121 3822 SH SOLE 0 0 3822