MY Wealth Management

MY Wealth Management as of March 31, 2023

Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 27 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Preferred Securt (PFXF) 16.4 $16M 931k 17.65
Vaneck Etf Trust Fallen Angel Hg (ANGL) 10.2 $10M 365k 28.02
Ishares Tr 20 Yr Tr Bd Etf (TLT) 9.6 $9.6M 90k 106.37
Vanguard World Fds Inf Tech Etf (VGT) 8.1 $8.1M 21k 385.47
Ishares Tr Core S&p500 Etf (IVV) 5.1 $5.1M 13k 411.08
Ishares Tr Msci Eafe Etf (EFA) 5.0 $5.0M 70k 71.52
Select Sector Spdr Tr Financial (XLF) 4.8 $4.8M 150k 32.15
Pacer Fds Tr Globl Cash Etf (GCOW) 4.5 $4.4M 132k 33.63
Vanguard Index Fds Mid Cap Etf (VO) 4.4 $4.4M 21k 210.92
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 4.4 $4.4M 58k 75.50
Amplify Etf Tr Blockchain Ldr (BLOK) 4.3 $4.3M 222k 19.35
Vanguard Index Fds Small Cp Etf (VB) 3.3 $3.3M 17k 189.56
Ishares Silver Tr Ishares (SLV) 3.2 $3.2M 144k 22.12
Pacer Fds Tr Metaurus Cap 400 (QDPL) 3.1 $3.1M 104k 29.94
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $2.8M 11k 250.16
Bentley Sys Com Cl B (BSY) 2.1 $2.1M 49k 42.99
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.1 $2.1M 70k 29.23
Ishares U S Etf Tr Blackrock St Mat (NEAR) 2.0 $2.0M 41k 49.60
Marriott Intl Cl A (MAR) 0.8 $842k 5.1k 166.04
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $739k 13k 55.36
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.6 $629k 14k 46.47
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $545k 5.6k 96.70
Vanguard Index Fds Large Cap Etf (VV) 0.4 $401k 2.1k 186.81
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $387k 8.1k 47.55
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $380k 3.6k 105.50
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $357k 7.4k 48.15
Vanguard Index Fds Growth Etf (VUG) 0.3 $286k 1.1k 249.44