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McNaughton Wealth Management

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

Top 5 stock holdings are BND, LGLV, IVV, VYM, SPYG, and represent 38.03% of McNaughton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BND, SHM, LGLV, IJH, SMLV, EFAV, BSV, VDC, GSY, IWP.
Started 2 new stock positions in IWP, VDC.
Reduced shares in these 10 stocks: META, AGG, SUB, IDLV, USMV, NVDA, SPDW, SPYG, VNQ, AMZN.
McNaughton Wealth Management was a net buyer of stock by $3.7M.
McNaughton Wealth Management has $180M in assets under management (AUM), dropping by 6.81%.
Central Index Key (CIK): 0001802691

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Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 53 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.6	$17M	+6%	238k	72.63	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	7.7	$14M	+2%	89k	155.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.1	$13M		25k	525.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.8	$12M		102k	120.99	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.8	$12M		168k	73.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.1	$11M		44k	249.86	View chart
Spdr Ser Tr Ssga Us Smal Etf (SMLV)	5.4	$9.7M	+2%	86k	112.04	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	3.7	$6.7M	+3%	94k	70.88	View chart
Ishares Tr Cohen Steer Reit (ICF)	3.6	$6.5M	+2%	112k	57.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.4	$6.1M	+3%	80k	76.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$5.9M	+3%	119k	50.17	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.6	$4.7M	+3%	130k	36.19	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.3	$4.2M	-3%	51k	83.58	View chart
Vanguard World Inf Tech Etf (VGT)	2.2	$4.0M		7.7k	524.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.1	$3.7M	+2%	74k	50.60	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	1.8	$3.3M	+6%	67k	49.89	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.6	$2.9M	+3%	57k	49.95	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.6	$2.8M	+4%	62k	46.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.6	$2.8M	+4%	35k	80.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.6	$2.8M	+5%	54k	52.16	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.6	$2.8M	+4%	121k	23.46	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.4	$2.6M	+21%	55k	47.44	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$2.0M	-2%	19k	107.60	View chart
NVIDIA Corporation (NVDA)	1.1	$2.0M	-4%	2.2k	903.56	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	1.0	$1.8M	+4%	72k	24.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$1.5M		17k	84.44	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.8	$1.4M		11k	131.23	View chart
Apple (AAPL)	0.8	$1.4M		8.0k	171.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.4M	-19%	14k	97.94	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.7	$1.3M	+3%	23k	57.54	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$1.3M	-5%	37k	35.84	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$1.2M		6.6k	187.35	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$1.2M	-13%	12k	104.73	View chart
Microsoft Corporation (MSFT)	0.7	$1.2M		2.9k	420.73	View chart
Amazon (AMZN)	0.6	$1.2M	-3%	6.5k	180.38	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.2M	-3%	5.8k	200.30	View chart
Meta Platforms Cl A (META)	0.6	$1.1M	-23%	2.4k	485.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.1M		7.0k	150.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.1M	+7%	2.5k	420.52	View chart
Johnson & Johnson (JNJ)	0.5	$883k	+6%	5.6k	158.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$667k		6.0k	110.52	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$624k	-3%	7.4k	84.09	View chart
Tesla Motors (TSLA)	0.3	$599k	+9%	3.4k	175.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$419k	-3%	3.6k	115.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$418k	-11%	4.8k	86.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$401k		767.00	523.07	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.2	$382k	-29%	14k	28.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$340k	+400%	5.6k	60.74	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.2	$316k		7.1k	44.21	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$237k	-3%	3.7k	64.15	View chart
UnitedHealth (UNH)	0.1	$228k		460.00	494.72	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$209k	NEW	1.0k	204.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$201k	NEW	1.8k	114.14	View chart

Past Filings by McNaughton Wealth Management

SEC 13F filings are viewable for McNaughton Wealth Management going back to 2019

McNaughton Wealth Management 2024 Q1 filed April 12, 2024
McNaughton Wealth Management 2023 Q4 filed Jan. 10, 2024
McNaughton Wealth Management 2023 Q3 filed Oct. 5, 2023
McNaughton Wealth Management 2023 Q2 filed Aug. 8, 2023
McNaughton Wealth Management 2023 Q1 filed April 12, 2023
McNaughton Wealth Management 2022 Q4 filed Feb. 1, 2023
McNaughton Wealth Management 2022 Q3 filed Oct. 12, 2022
McNaughton Wealth Management 2022 Q2 filed July 11, 2022
McNaughton Wealth Management 2022 Q1 filed April 8, 2022
McNaughton Wealth Management 2021 Q4 filed Jan. 20, 2022
McNaughton Wealth Management 2021 Q3 filed Nov. 12, 2021
McNaughton Wealth Management 2021 Q2 filed Aug. 9, 2021
McNaughton Wealth Management 2021 Q1 filed April 14, 2021
McNaughton Wealth Management 2020 Q4 filed Feb. 26, 2021
McNaughton Wealth Management 2020 Q3 filed Oct. 19, 2020
McNaughton Wealth Management 2020 Q2 filed July 20, 2020

View all past filings

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