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Maripau Wealth Management

Latest statistics and disclosures from Maripau Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are PSFF, IVV, SPLG, QUAL, IUSB, and represent 35.67% of Maripau Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JUCY, PSFF, FIXD, OEF, GOOG, NVDA, WLDR, IVV, WMT, XMHQ.
Started 23 new stock positions in WLDR, PGHY, JUCY, XMHQ, FTLS, FIXD, GD, OEF, SO, QEFA. MCK, EMXC, IXC, HDEF, AVGO, WMT, BOND, GOOG, ESGS, MOAT, ACN, PH, XLP.
Reduced shares in these 10 stocks: RPAR, EFG, TLT, AAPL, DTD, IJH, EFV, VYM, DDWM, DGRW.
Sold out of its positions in Aeva Technologies, CMCSA, Exchange Listed Fds Tr, Exchange Listed Fds Tr, JNJ, Nxu Inc Cl A, SIRI, RPAR, DHS, DGS. DEM, DNL, WFHY, DDWM, AON.
Maripau Wealth Management was a net seller of stock by $-2.8M.
Maripau Wealth Management has $115M in assets under management (AUM), dropping by 5.81%.
Central Index Key (CIK): 0001890698

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Portfolio Holdings for Maripau Wealth Management

Maripau Wealth Management holds 109 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pacer Fds Tr Swan Sos Fd Of (PSFF)	12.6	$14M	+7%	558k	25.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.9	$9.1M	+4%	19k	477.62	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	7.7	$8.9M		159k	55.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$4.5M	+2%	30k	147.14	View chart
Ishares Tr Core Total Usd (IUSB)	3.6	$4.1M	-5%	89k	46.07	View chart
Ishares Tr Eafe Value Etf (EFV)	2.9	$3.3M	-13%	63k	52.10	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.8	$3.2M	-21%	33k	98.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$2.9M		60k	47.90	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$2.7M		8.5k	310.87	View chart
Ishares Tr Mbs Etf (MBB)	2.1	$2.4M	-5%	25k	94.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.9	$2.2M	-31%	23k	96.85	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$2.2M		14k	149.50	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$2.1M	-11%	42k	50.58	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.6	$1.8M	-16%	39k	46.62	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.6	$1.8M	-4%	17k	104.92	View chart
Ishares Gold Tr Shares Represent (IAUM)	1.6	$1.8M	-19%	87k	20.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$1.5M	-3%	30k	49.37	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.2	$1.4M	-4%	28k	50.47	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	1.2	$1.4M	NEW	59k	23.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$1.4M	-4%	18k	77.02	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$1.3M	+21%	11k	122.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.3M	-6%	2.7k	475.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.1M	-28%	2.8k	409.57	View chart
Microsoft Corporation (MSFT)	1.0	$1.1M	+16%	3.0k	376.08	View chart
Apple (AAPL)	1.0	$1.1M	-38%	5.8k	192.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.1M	-24%	2.5k	436.80	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.9	$987k	-4%	21k	46.36	View chart
NVIDIA Corporation (NVDA)	0.8	$961k	+106%	1.9k	495.25	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.8	$949k	NEW	21k	44.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$948k		23k	41.10	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$888k	-30%	11k	78.03	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$882k	NEW	3.9k	223.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$806k	+2%	11k	75.10	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$777k	+25%	10k	77.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$774k	+4%	3.6k	213.34	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$748k	-9%	4.3k	175.22	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$697k	-3%	9.1k	76.38	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$681k	-9%	11k	64.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$669k	-14%	9.5k	70.35	View chart
Amazon (AMZN)	0.6	$656k	+16%	4.3k	151.96	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$642k	-3%	8.6k	74.58	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$629k	+48%	6.3k	99.73	View chart
Exchange Listed Fds Tr Cabana Target 13	0.5	$606k	-2%	26k	22.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$586k	+34%	1.6k	356.63	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$579k	-34%	25k	23.04	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$548k	-12%	11k	51.26	View chart
Ford Motor Company (F)	0.5	$538k	+226%	44k	12.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$536k	-6%	5.4k	99.25	View chart
Meta Platforms Cl A (META)	0.5	$533k	+67%	1.5k	353.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$523k	-52%	1.9k	277.18	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.5	$522k	-9%	7.4k	70.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$512k	-18%	5.8k	88.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$498k	NEW	3.5k	140.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$449k	-35%	2.2k	200.74	View chart
Two Rds Shared Tr Affinity World (WLDR)	0.4	$419k	NEW	15k	27.38	View chart
Wal-Mart Stores (WMT)	0.4	$408k	NEW	2.6k	157.62	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$406k	-6%	4.6k	89.07	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$406k	-32%	4.4k	91.38	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$400k	-15%	3.7k	107.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$396k	+38%	3.6k	110.66	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$386k	-3%	9.6k	40.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$386k	NEW	4.3k	88.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$380k	-3%	2.0k	191.17	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$375k	-23%	8.5k	44.02	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$367k	NEW	6.6k	55.41	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.3	$364k		8.1k	44.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$358k	+35%	4.7k	76.13	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$358k	-18%	6.1k	58.33	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$358k	NEW	1.0k	350.99	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.3	$344k		13k	26.02	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.3	$331k	-65%	5.1k	65.38	View chart
Steel Dynamics (STLD)	0.3	$324k	+18%	2.7k	118.12	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.3	$300k	NEW	4.1k	73.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$295k	-8%	3.6k	81.28	View chart
Tesla Motors (TSLA)	0.3	$293k	-52%	1.2k	248.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$292k		1.7k	170.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$290k	-64%	2.6k	111.61	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$288k	NEW	3.1k	92.46	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$288k	+22%	2.6k	110.13	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$286k	NEW	7.3k	39.11	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$282k	+23%	4.4k	64.45	View chart
Columbia Etf Tr I Us Esg Equity (ESGS)	0.2	$279k	NEW	6.9k	40.65	View chart
JPMorgan Chase & Co. (JPM)	0.2	$274k	+4%	1.6k	170.08	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.2	$272k	-14%	5.9k	46.11	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$272k	-3%	2.8k	96.38	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$267k	NEW	11k	24.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$262k	-9%	6.7k	39.03	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$261k	-15%	5.7k	45.76	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.2	$252k	-15%	9.2k	27.35	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.2	$245k	-46%	3.8k	63.85	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$240k	-5%	2.4k	99.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$234k	-21%	1.7k	139.70	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.2	$233k	NEW	12k	19.53	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$228k	-10%	2.0k	116.29	View chart
Parker-Hannifin Corporation (PH)	0.2	$227k	NEW	492.00	460.79	View chart
Lockheed Martin Corporation (LMT)	0.2	$222k		490.00	453.01	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$216k	-68%	3.1k	70.28	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$214k	NEW	2.5k	84.87	View chart
General Dynamics Corporation (GD)	0.2	$214k	NEW	825.00	259.68	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$214k	NEW	3.8k	56.26	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$214k	NEW	3.0k	72.02	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$213k	-3%	4.4k	48.32	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$213k	-25%	6.3k	34.01	View chart
Broadcom (AVGO)	0.2	$211k	NEW	189.00	1117.74	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$208k	-6%	1.9k	108.25	View chart
Southern Company (SO)	0.2	$203k	NEW	2.9k	70.12	View chart
Exxon Mobil Corporation (XOM)	0.2	$201k	-28%	2.0k	99.99	View chart
McKesson Corporation (MCK)	0.2	$200k	NEW	433.00	462.79	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.1	$154k	-12%	17k	8.90	View chart

Past Filings by Maripau Wealth Management

SEC 13F filings are viewable for Maripau Wealth Management going back to 2021

Maripau Wealth Management 2023 Q4 filed Feb. 14, 2024
Maripau Wealth Management 2023 Q3 filed Nov. 15, 2023
Maripau Wealth Management 2023 Q2 filed Aug. 14, 2023
Maripau Wealth Management 2023 Q1 filed June 7, 2023
Maripau Wealth Management 2022 Q4 filed Jan. 20, 2023
Maripau Wealth Management 2022 Q3 filed Nov. 4, 2022
Maripau Wealth Management 2022 Q2 filed Aug. 11, 2022
Maripau Wealth Management 2022 Q1 filed May 10, 2022
Maripau Wealth Management 2021 Q4 filed Feb. 11, 2022

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