$210 Million is the total value of MGO Private Wealth, LLC's 130 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 5 | Q3 2023 | 14.3% |
| VANGUARD BD INDEX FDS | 5 | Q3 2023 | 11.0% |
| SPDR S&P 500 ETF TR | 5 | Q3 2023 | 10.9% |
| ISHARES TR | 5 | Q3 2023 | 4.9% |
| VANGUARD INTL EQUITY INDEX F | 5 | Q3 2023 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 5 | Q3 2023 | 4.9% |
| APPLE INC | 5 | Q3 2023 | 3.9% |
| VANGUARD BD INDEX FDS | 5 | Q3 2023 | 8.7% |
| VANGUARD INTL EQUITY INDEX F | 5 | Q3 2023 | 3.7% |
| ISHARES TR | 5 | Q3 2023 | 3.1% |
View MGO Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.