$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEWcl a | $711,000 | +3.0% | 5,072 | 0.0% | 0.76% | +2.3% | |
| SPYG | SPDR SER TRprtflo s&p500 gw | $668,000 | -4.2% | 13,340 | 0.0% | 0.72% | -4.9% | |
| IVV | ISHARES TRcore s&p500 etf | $224,000 | -5.5% | 625 | 0.0% | 0.24% | -6.2% |
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.