$154 Million is the total value of McNaughton Wealth Management, LLC's 51 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TRcore s&p scp etf | $742,000 | +3.6% | 6,556 | 0.0% | 0.48% | -4.9% | |
| IWP | ISHARES TRrus md cp gr etf | $441,000 | -5.0% | 4,141 | 0.0% | 0.29% | -12.8% | |
| IJH | ISHARES TRcore s&p mcp etf | $335,000 | +5.7% | 1,205 | 0.0% | 0.22% | -3.1% | |
| IWR | ISHARES TRrus mid cap etf | $269,000 | +3.1% | 3,337 | 0.0% | 0.17% | -5.9% | |
| LGLV | SPDR SER TRssga us lrg etf | $226,000 | +9.2% | 1,548 | 0.0% | 0.15% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
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.