$101 Million is the total value of MY Wealth Management Inc.'s 29 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FDS | 11 | Q2 2024 | 13.5% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 6.6% |
| ISHARES TR | 11 | Q2 2024 | 8.3% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 5.6% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 8.6% |
| ISHARES TR | 11 | Q2 2024 | 4.1% |
| BENTLEY SYS INC | 11 | Q2 2024 | 2.7% |
| SPDR SER TR | 11 | Q2 2024 | 7.5% |
| MARRIOTT INTL INC NEW | 11 | Q2 2024 | 1.2% |
| SPDR SER TR | 11 | Q2 2024 | 1.2% |
View MY Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-08 |
| 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 |
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.