$107 Million is the total value of McNaughton Wealth Management, LLC's 47 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 14.6% |
| ISHARES TR | 19 | Q2 2024 | 9.9% |
| VANGUARD WHITEHALL FDS INC | 19 | Q2 2024 | 7.9% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 6.1% |
| SPDR SER TR | 19 | Q2 2024 | 5.6% |
| ISHARES TR | 19 | Q2 2024 | 7.1% |
| ISHARES TR | 19 | Q2 2024 | 8.3% |
| ISHARES TR | 19 | Q2 2024 | 5.9% |
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 4.7% |
| SPDR INDEX SHS FDS | 19 | Q2 2024 | 5.0% |
View McNaughton Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-08 |
View McNaughton Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.