$114 Million is the total value of MY Wealth Management Inc.'s 27 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGT | New | VANGUARD WORLD FDSinf tech etf | $15,409,000 | – | 33,631 | +100.0% | 13.55% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $11,152,000 | – | 50,456 | +100.0% | 9.80% | – |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $9,768,000 | – | 107,413 | +100.0% | 8.59% | – |
| SNUG | New | ALPHA ARCHITECT ETF TRmerlyn ai etf | $8,751,000 | – | 315,127 | +100.0% | 7.69% | – |
| WIZ | New | ALPHA ARCHITECT ETF TRmerlyn ai bull | $7,209,000 | – | 195,470 | +100.0% | 6.34% | – |
| SPTS | New | SPDR SER TRportfolio sh tsr | $7,146,000 | – | 234,850 | +100.0% | 6.28% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $5,858,000 | – | 20,789 | +100.0% | 5.15% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $5,527,000 | – | 59,588 | +100.0% | 4.86% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sh | $5,126,000 | – | 104,228 | +100.0% | 4.51% | – |
| ITM | New | VANECK ETF TRUSTintrmdt muni etf | $4,729,000 | – | 92,238 | +100.0% | 4.16% | – |
| IOO | New | ISHARES TRglobal 100 etf | $4,665,000 | – | 59,803 | +100.0% | 4.10% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $4,099,000 | – | 82,064 | +100.0% | 3.60% | – |
| ANGL | New | VANECK ETF TRUSTfallen angel hg | $3,563,000 | – | 108,068 | +100.0% | 3.13% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $3,378,000 | – | 13,259 | +100.0% | 2.97% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $3,325,000 | – | 14,711 | +100.0% | 2.92% | – |
| BSY | New | BENTLEY SYS INC | $2,886,000 | – | 59,708 | +100.0% | 2.54% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $2,796,000 | – | 9,877 | +100.0% | 2.46% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,291,000 | – | 46,328 | +100.0% | 2.01% | – |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $1,893,000 | – | 47,124 | +100.0% | 1.66% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $967,000 | – | 13,340 | +100.0% | 0.85% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $933,000 | – | 5,646 | +100.0% | 0.82% | – |
| ARKK | New | ARK ETF TRinnovation etf | $572,000 | – | 6,045 | +100.0% | 0.50% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $444,000 | – | 1,385 | +100.0% | 0.39% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $430,000 | – | 7,701 | +100.0% | 0.38% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $323,000 | – | 2,882 | +100.0% | 0.28% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $298,000 | – | 625 | +100.0% | 0.26% | – |
| IWY | New | ISHARES TRrus tp200 gr etf | $203,000 | – | 1,169 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FDS | 8 | Q3 2023 | 13.5% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 16.5% |
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 8.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 6.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 5.6% |
| ISHARES TR | 8 | Q3 2023 | 7.3% |
| ISHARES TR | 8 | Q3 2023 | 4.1% |
| AMPLIFY ETF TR | 8 | Q3 2023 | 4.5% |
| ISHARES U S ETF TR | 8 | Q3 2023 | 3.6% |
| SPDR SER TR | 8 | Q3 2023 | 6.3% |
View MY Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-04 |
View MY Wealth Management Inc.'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.