$150 Million is the total value of McNaughton Wealth Management, LLC's 53 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -1,083 | -100.0% | -0.14% | – |
SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -58,232 | -100.0% | -0.96% | – |
SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -36,156 | -100.0% | -0.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-05
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.