0001754960-24-000105.txt : 20240320 0001754960-24-000105.hdr.sgml : 20240320 20240320155417 ACCESSION NUMBER: 0001754960-24-000105 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240320 DATE AS OF CHANGE: 20240320 EFFECTIVENESS DATE: 20240320 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FAMILY WEALTH PARTNERS, LLC CENTRAL INDEX KEY: 0002016217 ORGANIZATION NAME: IRS NUMBER: 854391982 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24028 FILM NUMBER: 24767698 BUSINESS ADDRESS: STREET 1: 2518 PLANTATION CENTER DRIVE CITY: MATTHEWS STATE: NC ZIP: 28105 BUSINESS PHONE: 704-321-0152 MAIL ADDRESS: STREET 1: 2518 PLANTATION CENTER DRIVE CITY: MATTHEWS STATE: NC ZIP: 28105 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002016217 XXXXXXXX 12-31-2023 12-31-2023 FAMILY WEALTH PARTNERS, LLC

2518 PLANTATION CENTER DRIVE MATTHEWS NC 28105

13F HOLDINGS REPORT 028-24028 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 03-20-2024 0 40 129554342 false INFORMATION TABLE 2 InformationTableOutput.xml AMERICAN CENTY ETF TRINTL SMCP VLU0250728022961964 47399 SH SOLE 0 0 47399 AMERICAN CENTY ETF TRUS SML CP VALU0250728773252376 36218 SH SOLE 0 0 36218 DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V7081771221 60596 SH SOLE 0 0 60596 DIMENSIONAL ETF TRUSTUS SUSTAINABILTY25434V716206952 6648 SH SOLE 0 0 6648 DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V7322904595 116370 SH SOLE 0 0 116370 DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V7652963191 115479 SH SOLE 0 0 115479 DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V8313084072 107797 SH SOLE 0 0 107797 DIMENSIONAL ETF TRUSTSHORT DURATION F25434V8642943813 62621 SH SOLE 0 0 62621 FS KKR CAP CORPCOM302635206386283 19343 SH SOLE 0 0 19343 ISHARES TRCORE S&P TTL STK46428715012241406 116330 SH SOLE 0 0 116330 ISHARES TRCORE S&P500 ETF4642872001236103 2588 SH SOLE 0 0 2588 ISHARES TRCORE US AGGBD ET4642872264870263 49071 SH SOLE 0 0 49071 ISHARES TR1 3 YR TREAS BD4642874573201957 39029 SH SOLE 0 0 39029 ISHARES TRMICRO-CAP ETF464288869341380 2942 SH SOLE 0 0 2942 ISHARES TRAGGRES ALLOC ETF464289859270847 3922 SH SOLE 0 0 3922 ISHARES TRCONSER ALLOC ETF464289883386415 10689 SH SOLE 0 0 10689 ISHARES TRCORE MSCI INTL46435G3262946376 46283 SH SOLE 0 0 46283 LPL FINL HLDGS INCCOM50212V10016050383 70514 SH SOLE 0 0 70514 VANGUARD STAR FDSVG TL INTL STK F9219097681763845 30432 SH SOLE 0 0 30432 VANGUARD BD INDEX FDSINTERMED TERM9219378191465516 19187 SH SOLE 0 0 19187 VANGUARD BD INDEX FDSSHORT TRM BOND9219378273765201 48886 SH SOLE 0 0 48886 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378351647439 22399 SH SOLE 0 0 22399 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438582308280 48190 SH SOLE 0 0 48190 VANGUARD MALVERN FDSSTRM INFPROIDX9220208052746305 57829 SH SOLE 0 0 57829 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J407632326 12809 SH SOLE 0 0 12809 VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF9220427182291771 19923 SH SOLE 0 0 19923 VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427752880792 51314 SH SOLE 0 0 51314 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428581267939 30850 SH SOLE 0 0 30850 VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF9220428662092463 29050 SH SOLE 0 0 29050 VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF9220428741798075 27886 SH SOLE 0 0 27886 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409762606 9857 SH SOLE 0 0 9857 VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C7065620511 94749 SH SOLE 0 0 94749 VANGUARD INDEX FDSS&P 500 ETF SHS9229083635377923 12312 SH SOLE 0 0 12312 VANGUARD INDEX FDSREAL ESTATE ETF9229085532095978 23721 SH SOLE 0 0 23721 VANGUARD INDEX FDSSM CP VAL ETF9229086118664911 48146 SH SOLE 0 0 48146 VANGUARD INDEX FDSVALUE ETF9229087444530814 30306 SH SOLE 0 0 30306 VANGUARD INDEX FDSSMALL CP ETF9229087516143372 28798 SH SOLE 0 0 28798 VANGUARD INDEX FDSTOTAL STK MKT9229087695675292 23924 SH SOLE 0 0 23924 WISDOMTREE TREMG MKTS SMCAP97717W2811627900 32610 SH SOLE 0 0 32610 WISDOMTREE TRINTL SMCAP DIV97717W7602375486 37207 SH SOLE 0 0 37207