Maripau Wealth Management

Maripau Wealth Management as of Dec. 31, 2023

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