McNaughton Wealth Management

McNaughton Wealth Management as of Dec. 31, 2024

Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 55 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.0 $19M 260k 71.91
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 7.6 $16M 96k 165.21
Ishares Tr Core S&p500 Etf (IVV) 6.8 $14M 24k 588.67
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.7 $14M 158k 87.90
Vanguard Whitehall Fds High Div Yld (VYM) 6.6 $14M 107k 127.59
Vanguard Index Fds Mid Cap Etf (VO) 5.9 $12M 46k 264.13
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 5.4 $11M 88k 127.63
Ishares Tr Cohen Steer Reit (ICF) 3.5 $7.3M 121k 60.26
Ishares Tr Msci Eafe Min Vl (EFAV) 3.5 $7.2M 102k 70.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.4 $7.0M 91k 77.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $6.1M 128k 47.82
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 2.7 $5.7M 114k 50.11
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $5.3M 139k 38.37
Vanguard World Inf Tech Etf (VGT) 2.2 $4.6M 7.4k 621.78
Ishares Tr Msci Usa Min Vol (USMV) 2.2 $4.6M 52k 88.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $3.9M 78k 50.13
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.6 $3.3M 70k 46.24
Spdr Ser Tr Portfli High Yld (SPHY) 1.5 $3.2M 136k 23.47
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.5 $3.2M 39k 80.27
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $3.1M 122k 25.83
Ishares Tr Core Intl Aggr (IAGG) 1.5 $3.1M 63k 49.92
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.4 $2.9M 61k 47.39
Ishares Tr National Mun Etf (MUB) 1.2 $2.5M 24k 106.55
NVIDIA Corporation (NVDA) 1.1 $2.3M 17k 134.29
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.3M 24k 96.90
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 1.1 $2.3M 92k 24.70
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $2.0M 20k 101.53
Apple (AAPL) 1.0 $2.0M 8.0k 250.42
Tesla Motors (TSLA) 0.8 $1.6M 4.0k 403.84
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $1.5M 12k 132.10
Amazon (AMZN) 0.7 $1.5M 7.0k 219.39
JPMorgan Chase & Co. (JPM) 0.7 $1.4M 6.0k 239.71
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $1.4M 13k 105.48
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $1.4M 24k 57.28
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.3M 7.0k 189.30
Microsoft Corporation (MSFT) 0.6 $1.3M 3.1k 421.53
Meta Platforms Cl A (META) 0.6 $1.3M 2.2k 585.51
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $1.3M 38k 34.13
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.3M 6.3k 206.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 2.7k 453.28
Broadcom (AVGO) 0.5 $973k 4.2k 231.84
Qualcomm (QCOM) 0.4 $765k 5.0k 153.62
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $677k 5.9k 115.22
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $614k 6.9k 88.40
Eli Lilly & Co. (LLY) 0.3 $589k 763.00 772.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $478k 3.7k 128.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $453k 772.00 586.08
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.2 $426k 15k 27.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $414k 4.7k 89.08
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $349k 5.6k 62.31
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $310k 6.6k 47.23
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $260k 6.3k 41.46
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $258k 3.6k 71.43
Netflix (NFLX) 0.1 $238k 267.00 891.32
Vanguard World Consum Stp Etf (VDC) 0.1 $216k 1.0k 211.38