McNaughton Wealth Management

McNaughton Wealth Management as of June 30, 2020

Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 47 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 14.1 $15M 172k 88.34
Ishares Tr Msci Min Vol Etf (USMV) 9.2 $9.9M 164k 60.63
Ishares Tr Usa Momentum Fct (MTUM) 8.3 $8.9M 68k 130.99
Vanguard Whitehall Fds High Div Yld (VYM) 7.4 $8.0M 102k 78.78
Vanguard Index Fds Mid Cap Etf (VO) 5.7 $6.2M 38k 163.91
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.0 $5.3M 194k 27.62
Ishares Tr Min Vol Eafe Etf (EFAV) 4.9 $5.3M 80k 66.06
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 4.3 $4.7M 61k 76.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.9 $3.1M 38k 82.66
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.8 $3.0M 91k 33.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $3.0M 55k 54.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.4 $2.6M 20k 134.48
Ishares Tr Cre U S Reit Etf (USRT) 2.2 $2.4M 56k 43.47
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.0 $2.2M 70k 30.72
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.9 $2.1M 55k 37.78
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.8 $2.0M 66k 30.14
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.8 $1.9M 43k 45.12
Ishares Tr Core Intl Aggr (IAGG) 1.8 $1.9M 35k 55.68
Ishares Tr Aggres Alloc Etf (AOA) 1.6 $1.8M 32k 54.88
Ishares Tr Cohen Steer Reit (ICF) 1.4 $1.5M 15k 100.88
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.2 $1.3M 26k 49.88
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 1.1 $1.2M 44k 27.29
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 1.1 $1.2M 23k 50.42
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.1M 9.1k 118.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $993k 12k 81.58
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.9 $989k 32k 30.49
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.9 $953k 38k 25.20
Ishares Tr National Mun Etf (MUB) 0.8 $906k 7.9k 115.34
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $818k 9.0k 91.25
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $786k 13k 62.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $668k 6.2k 107.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $661k 3.2k 207.41
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.6 $630k 23k 27.58
Ishares Tr Core S&p500 Etf (IVV) 0.5 $550k 1.8k 309.68
Invesco Exchange-traded Fd T S&p Smlcp Low (XSLV) 0.5 $505k 15k 33.89
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $465k 6.8k 68.28
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $422k 2.7k 157.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $420k 5.1k 83.05
Apple (AAPL) 0.4 $395k 1.1k 364.39
Amazon (AMZN) 0.3 $317k 115.00 2756.52
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.2 $262k 6.8k 38.76
Facebook Cl A (META) 0.2 $259k 1.1k 226.80
Ishares Tr Mbs Etf (MBB) 0.2 $238k 2.2k 110.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $235k 1.3k 178.03
UnitedHealth (UNH) 0.2 $212k 719.00 294.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $210k 2.7k 78.53
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $208k 3.0k 69.47