McNaughton Wealth Management

McNaughton Wealth Management as of March 31, 2022

Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 51 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.1 $16M 195k 79.54
Ishares Tr Msci Usa Min Vol (USMV) 9.7 $15M 193k 77.57
Vanguard Whitehall Fds High Div Yld (VYM) 6.5 $10M 89k 112.25
Ishares Tr Msci Usa Mmentm (MTUM) 6.3 $9.7M 58k 168.27
Vanguard Index Fds Mid Cap Etf (VO) 5.8 $9.0M 38k 237.83
Ishares Tr Core S&p500 Etf (IVV) 5.3 $8.2M 18k 453.68
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 4.9 $7.5M 65k 114.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $6.4M 82k 77.90
Ishares Tr Cohen Steer Reit (ICF) 4.0 $6.2M 88k 71.01
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.7 $5.6M 164k 34.28
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 3.6 $5.5M 110k 49.83
Ishares Tr Msci Eafe Min Vl (EFAV) 3.4 $5.2M 72k 72.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $3.9M 76k 51.55
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $3.6M 92k 38.64
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.9 $3.0M 63k 47.05
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.9 $3.0M 53k 55.58
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.9 $2.9M 97k 30.26
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.9 $2.9M 24k 120.93
Ishares Tr Core Intl Aggr (IAGG) 1.9 $2.9M 56k 52.14
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.9 $2.9M 35k 82.28
Vanguard World Fds Inf Tech Etf (VGT) 1.8 $2.8M 6.7k 416.39
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $2.3M 22k 107.09
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 1.1 $1.7M 68k 25.80
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.1 $1.7M 37k 47.32
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $1.7M 16k 104.63
Ishares Tr National Mun Etf (MUB) 1.0 $1.6M 14k 109.63
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $1.2M 9.2k 128.08
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.1M 14k 76.38
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $1.1M 18k 58.20
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.5 $800k 16k 49.03
Apple (AAPL) 0.5 $768k 4.4k 174.55
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.5 $764k 25k 31.15
Microsoft Corporation (MSFT) 0.5 $754k 2.4k 308.13
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $707k 6.6k 107.84
Tesla Motors (TSLA) 0.4 $554k 514.00 1077.82
Johnson & Johnson (JNJ) 0.3 $485k 2.7k 177.33
Amazon (AMZN) 0.3 $473k 145.00 3262.07
Alphabet Cap Stk Cl A (GOOGL) 0.3 $467k 168.00 2779.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $458k 1.3k 353.12
JPMorgan Chase & Co. (JPM) 0.3 $429k 3.1k 136.28
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $416k 4.1k 100.46
Facebook Cl A (META) 0.2 $339k 1.5k 222.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $301k 1.1k 268.75
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $297k 2.9k 100.88
NVIDIA Corporation (NVDA) 0.2 $285k 1.0k 272.99
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $264k 5.5k 48.06
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $260k 3.3k 77.91
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $251k 5.2k 48.40
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $240k 3.5k 68.85
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $222k 1.5k 143.41
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $212k 1.1k 195.75