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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, SPLG, IVV, IUSB, QUAL, and represent 33.43% of Maripau Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TFLO, SPLG, TLT, EFV, IVW, AAPL, TSLA, IVV, TIP, IJH.
Started 16 new stock positions in BRK.B, CMCSA, LQD, IMCG, JNJ, DGS, TSLA, GBIL, JPM, SCHI. SCHD, TIP, AON, XOM, TFLO, IVW.
Reduced shares in these 10 stocks: GOVT, ESGU, IEMG, IYW, TDSB, TLH, QUAL, MBB, EFG, USMV.
Sold out of its positions in AFRM, GOOG, CLSC, TDSB, EMLP, HYLS, FIXD, MARB, PDBC, MTUM. SHYG, PEP, MOAT, VGLT, ACN.
Maripau Wealth Management was a net buyer of stock by $532k.
Maripau Wealth Management has $109M in assets under management (AUM), dropping by -3.26%.
Central Index Key (CIK): 0001890698

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Portfolio Holdings for Maripau Wealth Management

Maripau Wealth Management holds 101 positions in its portfolio as reported in the September 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)	11.5	$13M	+2%	517k	24.18	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	7.4	$8.0M	+20%	159k	50.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.2	$7.8M	+8%	18k	429.43	View chart
Ishares Tr Core Total Usd (IUSB)	3.8	$4.1M	-5%	94k	43.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.6	$3.9M	-14%	30k	131.79	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.4	$3.6M	+29%	41k	88.69	View chart
Ishares Tr Eafe Value Etf (EFV)	3.3	$3.6M	+28%	73k	48.93	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.7	$2.9M	-12%	34k	86.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$2.6M		59k	43.72	View chart
Ishares Tr Mbs Etf (MBB)	2.2	$2.4M	-18%	27k	88.80	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$2.4M	-3%	8.6k	272.30	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$2.2M	-30%	47k	47.59	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$2.1M		47k	44.23	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$2.0M	-3%	15k	137.93	View chart
Ishares Gold Tr Shares Represent (IAUM)	1.8	$2.0M	-4%	108k	18.45	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.6	$1.7M	-41%	18k	93.91	View chart
Apple (AAPL)	1.5	$1.6M	+72%	9.4k	171.21	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.4	$1.5M	-2%	31k	47.83	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.4	$1.5M	NEW	29k	50.74	View chart
Tidal Etf Tr Rpar Risk Pari (RPAR)	1.3	$1.5M		83k	17.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$1.4M		19k	75.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$1.4M	+6%	3.9k	358.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.3M	+6%	3.3k	392.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.2M	+19%	2.9k	427.48	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$1.2M	-19%	16k	72.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$996k	+75%	4.0k	249.33	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.9	$974k	-6%	22k	43.78	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$942k	-47%	9.0k	104.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$897k		23k	39.21	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.8	$887k	+14%	15k	60.17	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$846k	-59%	38k	22.04	View chart
Microsoft Corporation (MSFT)	0.7	$810k	+25%	2.6k	315.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$753k	+11%	7.3k	103.33	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$729k	-16%	4.7k	153.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$719k	NEW	11k	68.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$715k		11k	64.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$693k	+8%	12k	59.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$682k	-2%	9.4k	72.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$658k	+15%	3.5k	189.04	View chart
Tesla Motors (TSLA)	0.6	$620k	NEW	2.5k	250.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$617k	+18%	3.5k	176.76	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$613k	+16%	9.7k	63.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$603k	+134%	8.0k	75.15	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.6	$601k	-10%	6.5k	91.81	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$599k		8.9k	67.06	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$588k	-4%	12k	48.07	View chart
Exchange Listed Fds Tr Cabana Target 13 (TDSD)	0.5	$577k	+5%	27k	21.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$541k	+168%	5.7k	94.05	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.5	$539k	-16%	8.2k	65.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$538k	+7%	7.1k	75.66	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.5	$510k	+14%	17k	30.46	View chart
Amazon (AMZN)	0.4	$471k	-26%	3.7k	127.10	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.4	$462k	-5%	11k	41.51	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$454k	NEW	4.4k	103.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$434k	-23%	7.5k	57.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$428k	NEW	1.2k	350.41	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$427k	+13%	5.5k	78.06	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$424k	NEW	4.2k	100.11	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.4	$410k	+12%	7.1k	57.47	View chart
NVIDIA Corporation (NVDA)	0.4	$409k	+5%	941.00	434.96	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$401k	-15%	4.9k	82.52	View chart
Exchange Listed Fds Tr Cabana Target 5 (TDSA)	0.4	$392k	-41%	19k	20.50	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$363k		9.9k	36.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$354k	-6%	2.1k	171.45	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.3	$344k	+15%	9.2k	37.48	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$337k	-8%	6.9k	48.98	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.3	$337k	NEW	8.0k	42.20	View chart
Exxon Mobil Corporation (XOM)	0.3	$330k	NEW	2.8k	117.60	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.3	$328k	-4%	13k	24.73	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.3	$311k	-12%	11k	28.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$303k	-20%	4.0k	75.98	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.3	$296k	+15%	8.9k	33.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$280k	-6%	2.1k	130.88	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.3	$279k		6.8k	41.27	View chart
Meta Platforms Cl A (META)	0.2	$270k	-17%	899.00	300.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$269k	-10%	2.9k	91.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$267k	-2%	1.7k	155.38	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$265k	NEW	2.6k	102.04	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$261k	-6%	7.4k	34.99	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$260k	-6%	8.4k	31.01	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$255k	+10%	2.6k	100.14	View chart
Steel Dynamics (STLD)	0.2	$248k		2.3k	107.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$246k	NEW	3.5k	70.77	View chart
Aon Shs Cl A (AON)	0.2	$243k	NEW	749.00	324.21	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$236k	-42%	2.1k	110.44	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$230k	-16%	2.2k	104.34	View chart
JPMorgan Chase & Co. (JPM)	0.2	$224k	NEW	1.5k	145.06	View chart
Wisdomtree Tr Us Hgh Yld Corp (WFHY)	0.2	$219k	-4%	5.1k	43.19	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$217k	NEW	4.7k	46.26	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$215k	-15%	4.6k	47.24	View chart
Exchange Listed Fds Tr Cabana Aggressiv (CLSA)	0.2	$210k	+2%	11k	18.32	View chart
Johnson & Johnson (JNJ)	0.2	$207k	NEW	1.3k	155.73	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$203k	NEW	3.6k	57.13	View chart
Comcast Corp Cl A (CMCSA)	0.2	$202k	NEW	4.6k	44.34	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$202k	-77%	2.1k	98.48	View chart
Lockheed Martin Corporation (LMT)	0.2	$201k		492.00	408.56	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.2	$171k	-35%	20k	8.66	View chart
Ford Motor Company (F)	0.2	$168k	-17%	14k	12.42	View chart
Sirius Xm Holdings (SIRI)	0.1	$57k		13k	4.52	View chart
Aeva Technologies (AEVA)	0.0	$9.3k		12k	0.76	View chart
Nxu Cl A (NXU)	0.0	$3.2k		16k	0.20	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 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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