$128 Million is the total value of Mid-American Wealth Advisory Group, Inc.'s 64 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,858,000 | – | 40,056 | +100.0% | 2.24% | – |
| USRT | New | ISHARES TRcre u s reit etf | $2,212,000 | – | 34,215 | +100.0% | 1.73% | – |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,932,000 | – | 12,966 | +100.0% | 1.51% | – |
| FLEE | New | FRANKLIN TEMPLETON ETF TRftse europe | $1,640,000 | – | 60,826 | +100.0% | 1.28% | – |
| ERTH | New | INVESCO EXCHANGE TRADED FD Tinvesco msci | $1,526,000 | – | 24,845 | +100.0% | 1.19% | – |
| PSR | New | INVESCO ACTIVELY MANAGED ETFactive us real | $1,451,000 | – | 12,990 | +100.0% | 1.14% | – |
| COST | New | COSTCO WHSL CORP NEW | $507,000 | – | 880 | +100.0% | 0.40% | – |
| GIS | New | GENERAL MLS INC | $443,000 | – | 6,537 | +100.0% | 0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 7.3% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 4.7% |
| ISHARES TR | 4 | Q3 2023 | 4.8% |
| VANECK ETF TRUST | 4 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.9% |
| ISHARES GOLD TR | 4 | Q3 2023 | 3.6% |
| ISHARES TR | 4 | Q3 2023 | 4.6% |
| ISHARES TR | 4 | Q3 2023 | 4.7% |
| ISHARES TR | 4 | Q3 2023 | 3.7% |
View Mid-American Wealth Advisory Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-08 |
| 13F-HR/A | 2024-02-07 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2022-05-31 |
| 13F-HR | 2022-02-16 |
View Mid-American Wealth Advisory Group, 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.