$93.2 Million is the total value of MY Wealth Management Inc.'s 25 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -52,940 | -100.0% | -5.85% | – |
SNUG | Exit | EA SERIES TRUSTmerlyn ai etf | $0 | – | -329,393 | -100.0% | -8.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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 | 2024-05-13 |
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.