$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEWcl a | $930,122 | +7.0% | 4,732 | 0.0% | 0.92% | +16.5% | |
| SPYG | SPDR SER TRprtflo s&p500 gw | $790,795 | -2.8% | 13,340 | 0.0% | 0.79% | +5.9% | |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $597,026 | -4.3% | 13,538 | 0.0% | 0.59% | +4.2% | |
| SHM | SPDR SER TRnuveen blmbrg sh | $376,081 | -1.7% | 8,135 | 0.0% | 0.37% | +7.2% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $311,795 | -3.8% | 1,145 | 0.0% | 0.31% | +4.7% | |
| ABT | ABBOTT LABS | $268,565 | -11.2% | 2,773 | 0.0% | 0.27% | -3.3% | |
| PG | PROCTER AND GAMBLE CO | $244,753 | -3.9% | 1,678 | 0.0% | 0.24% | +4.7% |
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 | 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.