MY Wealth Management

MY Wealth Management as of March 31, 2022

Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 26 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 16.5 $18M 86k 208.49
Vanguard World Fds Inf Tech Etf (VGT) 11.5 $12M 30k 416.48
Alpha Architect Etf Tr Merlyn Ai Etf 8.3 $9.0M 333k 27.02
Vanguard Index Fds Mid Cap Etf (VO) 5.8 $6.3M 26k 237.83
Vanguard Index Fds Small Cp Etf (VB) 5.6 $6.1M 29k 212.53
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.3 $5.8M 67k 86.04
Ishares Tr Barclays 7 10 Yr (IEF) 5.3 $5.7M 53k 107.48
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 4.9 $5.3M 113k 47.33
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 4.3 $4.7M 99k 47.32
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 4.2 $4.5M 52k 86.33
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.9 $4.2M 32k 132.08
Ishares Tr Global 100 Etf (IOO) 3.8 $4.1M 54k 76.05
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.2 $3.5M 14k 248.11
Ishares U S Etf Tr Blackrock St Mat (NEAR) 2.8 $3.1M 62k 49.58
Amplify Etf Tr Blockchain Ldr (BLOK) 2.6 $2.8M 82k 34.19
Bentley Sys Com Cl B (BSY) 2.4 $2.6M 60k 44.18
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $2.6M 9.7k 268.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $2.5M 55k 46.13
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.4 $1.5M 51k 29.65
Marriott Intl Cl A (MAR) 0.8 $891k 5.1k 175.67
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $883k 13k 66.19
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $409k 7.7k 53.11
Vanguard Index Fds Growth Etf (VUG) 0.4 $387k 1.3k 287.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $324k 2.9k 112.42
Ishares Tr Core S&p500 Etf (IVV) 0.3 $284k 625.00 454.40
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $250k 2.9k 87.35