$65.6 Million is the total value of MY Wealth Management Inc.'s 23 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $13,173,512 | -1.2% | 788,361 | +1.7% | 20.07% | +40.4% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $8,070,739 | +4.3% | 298,695 | +1.3% | 12.29% | +48.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,798,014 | +2042.0% | 12,488 | +1898.1% | 7.31% | +2945.4% |
| XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $4,341,723 | +19.8% | 57,659 | +11.0% | 6.61% | +70.2% |
| IOO | Buy | ISHARES TRglobal 100 etf | $4,211,223 | +30.5% | 65,749 | +21.3% | 6.42% | +85.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,695,380 | +34.8% | 11,143 | +22.2% | 4.11% | +91.5% |
| New | PACER FDS TRmetaurus cap 400 | $2,676,980 | – | 93,699 | +100.0% | 4.08% | – | |
| IJR | New | ISHARES TRcore s&p scp etf | $527,902 | – | 5,578 | +100.0% | 0.80% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $389,448 | +14.9% | 3,599 | +0.6% | 0.59% | +62.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-01
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.