$92.7 Million is the total value of MARIPAU WEALTH MANAGEMENT LLC's 83 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -4,511 | -100.0% | -0.22% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -671 | -100.0% | -0.22% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -3,741 | -100.0% | -0.24% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -3,101 | -100.0% | -0.25% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -9,978 | -100.0% | -0.34% | – |
| FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -15,783 | -100.0% | -0.44% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -10,626 | -100.0% | -0.66% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -7,779 | -100.0% | -0.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Pacer FDS TR Swan (sos FD Of) | 11 | Q2 2024 | 13.6% |
| ISHARES TR | 11 | Q2 2024 | 7.9% |
| SPDR SER TR | 11 | Q2 2024 | 7.7% |
| iShares TR Esg Aware (msci USA Etf) | 11 | Q2 2024 | 8.8% |
| iShares TR Core (total Usd) | 11 | Q2 2024 | 4.0% |
| iShares TR EAFE (value Etf) | 11 | Q2 2024 | 4.5% |
| iShares TR 20 YR TR (BD Etf) | 11 | Q2 2024 | 4.3% |
| Vanguard Tax-Managed (intl FD FTSE Dev MKT Etf) | 11 | Q2 2024 | 3.2% |
| iShares TR EAFE (GRWTH Etf) | 11 | Q2 2024 | 3.3% |
| Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) | 11 | Q2 2024 | 2.5% |
View MARIPAU WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-06-07 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-11 |
View MARIPAU WEALTH MANAGEMENT LLC'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.