MY Wealth Management

MY Wealth Management as of March 31, 2024

Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 25 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT) 18.6 $17M 178k 94.62
Ishares Tr 7-10 Yr Trsy Bd (IEF) 13.0 $12M 125k 94.66
Ishares Tr Core S&p500 Etf (IVV) 7.7 $7.0M 13k 525.73
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 7.2 $6.6M 227k 28.92
Pacer Fds Tr Globl Cash Etf (GCOW) 5.2 $4.7M 137k 34.70
Pacer Fds Tr Metaurus Cap 400 (QDPL) 5.1 $4.6M 128k 35.80
Vanguard World Inf Tech Etf (VGT) 5.1 $4.6M 8.8k 524.34
Vaneck Etf Trust Fallen Angel Hg (ANGL) 5.0 $4.6M 158k 29.02
Vaneck Etf Trust Preferred Securt (PFXF) 5.0 $4.6M 258k 17.69
Ishares Silver Tr Ishares (SLV) 5.0 $4.5M 200k 22.75
Vanguard Scottsdale Fds Long Term Treas (VGLT) 4.7 $4.2M 71k 59.24
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $3.8M 15k 249.86
Vanguard Index Fds Small Cp Etf (VB) 4.2 $3.8M 17k 228.59
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $2.3M 38k 60.74
Bentley Sys Com Cl B (BSY) 2.5 $2.2M 43k 52.22
Marriott Intl Cl A (MAR) 1.2 $1.1M 4.4k 252.31
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $976k 13k 73.15
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.5 $429k 3.7k 114.86
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $386k 8.1k 47.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $341k 2.8k 120.99
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $335k 5.4k 61.53
Procter & Gamble Company (PG) 0.3 $272k 1.7k 162.25
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $249k 2.3k 110.52
Vanguard Index Fds Growth Etf (VUG) 0.2 $219k 635.00 344.20
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $206k 1.1k 195.10