| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q2 2024 | 15.9% |
| VANGUARD BD INDEX FDS | 8 | Q2 2024 | 11.0% |
| SPDR S&P 500 ETF TR | 8 | Q2 2024 | 10.9% |
| ISHARES TR | 8 | Q2 2024 | 7.5% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q2 2024 | 5.0% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q2 2024 | 4.7% |
| APPLE INC | 8 | Q2 2024 | 3.9% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q2 2024 | 3.7% |
| VANGUARD BD INDEX FDS | 8 | Q2 2024 | 8.7% |
| BLACKSTONE SECD LENDING FD | 8 | Q2 2024 | 2.4% |
View MGO Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-14 |
View MGO Private Wealth, 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.