$141 Million is the total value of McNaughton Wealth Management, LLC's 47 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TRcore s&p scp etf | $716,000 | -3.4% | 6,556 | 0.0% | 0.51% | -2.7% | |
| IWP | ISHARES TRrus md cp gr etf | $464,000 | -1.1% | 4,141 | 0.0% | 0.33% | -0.3% | |
| IJH | ISHARES TRcore s&p mcp etf | $317,000 | -2.2% | 1,205 | 0.0% | 0.22% | -1.3% | |
| ITOT | ISHARES TRcore s&p ttl stk | $275,000 | -0.4% | 2,796 | 0.0% | 0.19% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $261,000 | -1.1% | 3,337 | 0.0% | 0.18% | 0.0% | |
| LGLV | SPDR SER TRssga us lrg etf | $207,000 | +0.5% | 1,548 | 0.0% | 0.15% | +1.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 14.6% |
| ISHARES TR | 16 | Q3 2023 | 9.9% |
| VANGUARD WHITEHALL FDS INC | 16 | Q3 2023 | 7.9% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 6.0% |
| ISHARES TR | 16 | Q3 2023 | 8.3% |
| SPDR SER TR | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 6.9% |
| ISHARES TR | 16 | Q3 2023 | 5.9% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 5.0% |
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 4.7% |
View McNaughton Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-20 |
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.