McNaughton Wealth Management

McNaughton Wealth Management as of June 30, 2022

Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 53 positions in its portfolio as reported in the June 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) 10.6 $15M 200k 75.26
Ishares Tr Msci Usa Min Vol (USMV) 9.8 $14M 198k 70.21
Vanguard Whitehall Fds High Div Yld (VYM) 6.4 $9.0M 89k 101.70
Vanguard Index Fds Mid Cap Etf (VO) 5.4 $7.7M 39k 196.97
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 4.9 $7.0M 67k 104.29
Ishares Tr Core S&p500 Etf (IVV) 4.7 $6.6M 17k 379.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.4 $6.3M 81k 76.79
Ishares Tr Msci Usa Mmentm (MTUM) 4.2 $6.0M 44k 136.38
Ishares Tr Cohen Steer Reit (ICF) 3.8 $5.4M 88k 60.77
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 3.7 $5.2M 105k 49.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.4 $4.8M 167k 28.84
Ishares Tr Msci Eafe Min Vl (EFAV) 3.2 $4.6M 72k 63.30
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $3.4M 99k 34.76
Ishares Tr National Mun Etf (MUB) 2.3 $3.2M 30k 106.37
Ishares Tr Core Intl Aggr (IAGG) 2.0 $2.8M 56k 49.82
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.9 $2.7M 52k 52.28
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.9 $2.7M 99k 27.52
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.9 $2.7M 25k 110.04
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $2.4M 24k 101.69
Vanguard World Fds Inf Tech Etf (VGT) 1.7 $2.3M 7.2k 326.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $2.3M 45k 49.92
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.4 $2.0M 42k 46.48
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.3 $1.9M 39k 47.25
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.2 $1.8M 40k 44.10
Ishares Tr Shrt Nat Mun Etf (SUB) 1.2 $1.7M 16k 104.70
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.2 $1.7M 23k 73.61
Ishares Tr Calif Mun Bd Etf (CMF) 1.1 $1.5M 27k 56.47
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.8 $1.2M 49k 24.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $1.2M 9.7k 118.64
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.7 $960k 23k 41.66
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.7 $943k 21k 43.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $862k 14k 60.36
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.6 $838k 30k 27.59
Microsoft Corporation (MSFT) 0.6 $827k 3.2k 256.75
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.6 $787k 18k 44.52
Apple (AAPL) 0.6 $783k 5.7k 136.70
Johnson & Johnson (JNJ) 0.5 $660k 3.7k 177.61
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $606k 6.6k 92.43
JPMorgan Chase & Co. (JPM) 0.4 $550k 4.9k 112.68
Alphabet Cap Stk Cl A (GOOGL) 0.4 $540k 248.00 2177.42
Tesla Motors (TSLA) 0.4 $533k 792.00 672.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $514k 1.9k 272.97
Amazon (AMZN) 0.3 $488k 4.6k 106.11
Meta Platforms Cl A (META) 0.3 $434k 2.7k 161.34
NVIDIA Corporation (NVDA) 0.3 $385k 2.5k 151.75
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $302k 3.8k 79.24
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.2 $273k 6.7k 40.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $270k 4.2k 64.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $253k 1.1k 225.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $247k 3.0k 83.73
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $209k 3.5k 59.95
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $206k 1.6k 131.21
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $201k 1.1k 185.60