| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,678 | -100.0% | -0.24% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,773 | -100.0% | -0.27% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -2,842 | -100.0% | -0.29% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,145 | -100.0% | -0.31% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -7,396 | -100.0% | -0.37% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -8,135 | -100.0% | -0.37% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,978 | -100.0% | -0.38% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -6,296 | -100.0% | -0.59% | – |
| ITM | Exit | VANECK ETF TRUSTintrmdt muni etf | $0 | – | -13,538 | -100.0% | -0.59% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -13,340 | -100.0% | -0.79% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -4,732 | -100.0% | -0.92% | – |
| BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -84,351 | -100.0% | -1.67% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -41,001 | -100.0% | -2.03% | – |
| SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -71,527 | -100.0% | -2.04% | – |
| BSY | Exit | BENTLEY SYS INC | $0 | – | -48,747 | -100.0% | -2.43% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -11,526 | -100.0% | -2.86% | – |
| Exit | PACER FDS TRmetaurus cap 400 | $0 | – | -108,636 | -100.0% | -3.28% | – | |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -18,284 | -100.0% | -3.44% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -21,344 | -100.0% | -4.42% | – |
| GCOW | Exit | PACER FDS TRglobl cash etf | $0 | – | -143,472 | -100.0% | -4.64% | – |
| XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -58,269 | -100.0% | -4.66% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -68,906 | -100.0% | -4.72% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -146,605 | -100.0% | -4.83% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -273,400 | -100.0% | -5.53% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -12,998 | -100.0% | -5.55% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -95,160 | -100.0% | -8.39% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -20,930 | -100.0% | -8.63% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -370,633 | -100.0% | -9.97% | – |
| PFXF | Exit | VANECK ETF TRUSTpreferred securt | $0 | – | -945,263 | -100.0% | -15.79% | – |
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.