$96.2 Million is the total value of MARIPAU WEALTH MANAGEMENT LLC's 78 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STLD | STEEL DYNAMICS INC | $260,789 | +5.3% | 2,307 | 0.0% | 0.27% | +5.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $230,812 | +4.7% | 2,549 | 0.0% | 0.24% | +4.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-06-07
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.