$96.1 Million is the total value of MARIPAU WEALTH MANAGEMENT LLC's 79 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFE | Exit | PFIZER INC | $0 | – | -4,347 | -100.0% | -0.22% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -448 | -100.0% | -0.24% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,179 | -100.0% | -0.25% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -4,268 | -100.0% | -0.32% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -9,681 | -100.0% | -0.40% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -13,970 | -100.0% | -0.76% | – |
| EELV | Exit | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $0 | – | -52,009 | -100.0% | -1.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PACER FDS TR | 8 | Q3 2023 | 13.6% |
| ISHARES TR | 8 | Q3 2023 | 7.2% |
| SPDR SER TR | 8 | Q3 2023 | 7.4% |
| ISHARES TR | 8 | Q3 2023 | 8.8% |
| ISHARES TR | 8 | Q3 2023 | 4.0% |
| ISHARES TR | 8 | Q3 2023 | 4.5% |
| ISHARES TR | 8 | Q3 2023 | 4.3% |
| ISHARES TR | 8 | Q3 2023 | 3.3% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 3.2% |
| TIDAL ETF TR | 8 | Q3 2023 | 4.2% |
View MARIPAU WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-11 |
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.