MGO Private Wealth

MGO Private Wealth as of Dec. 31, 2024

Portfolio Holdings for MGO Private Wealth

MGO Private Wealth holds 58 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 Index Fds S&p 500 Etf Shs (VOO) 22.2 $31M 58k 538.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.8 $11M 152k 71.91
Ishares Tr Core Us Aggbd Et (AGG) 7.4 $10M 107k 96.90
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.0 $7.1M 122k 58.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.8 $6.7M 12k 586.07
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.2 $6.0M 84k 71.04
Apple (AAPL) 4.2 $5.8M 23k 250.42
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 4.1 $5.8M 91k 63.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $4.7M 107k 44.04
Blackstone Secd Lending Common Stock (BXSL) 2.7 $3.9M 119k 32.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.4 $3.4M 68k 50.13
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $2.7M 10k 264.13
Amazon (AMZN) 1.8 $2.6M 12k 219.39
Vanguard Wellington Short Trm Tax Ex (VTES) 1.8 $2.5M 25k 100.25
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 1.7 $2.3M 45k 52.07
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.4 $2.0M 31k 63.15
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.3 $1.9M 57k 32.76
Select Sector Spdr Tr Energy (XLE) 1.3 $1.8M 21k 85.66
Ishares Tr Core Msci Euro (IEUR) 1.2 $1.7M 32k 53.98
Ishares Core Msci Emkt (IEMG) 1.1 $1.6M 31k 52.22
Ishares Msci Cda Etf (EWC) 1.1 $1.5M 38k 40.30
Wisdomtree Tr Us Total Dividnd (DTD) 1.0 $1.4M 18k 75.86
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.0 $1.4M 14k 99.54
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.0 $1.3M 15k 92.45
NVIDIA Corporation (NVDA) 0.9 $1.3M 9.3k 134.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $1.2M 6.7k 175.23
Microsoft Corporation (MSFT) 0.8 $1.2M 2.8k 421.56
Global X Fds Glb X Mlp Enrg I (MLPX) 0.8 $1.1M 18k 60.56
Crowdstrike Hldgs Cl A (CRWD) 0.8 $1.1M 3.2k 342.16
Alphabet Cap Stk Cl A (GOOGL) 0.7 $966k 5.1k 189.30
Global X Fds Us Infr Dev Etf (PAVE) 0.6 $891k 22k 40.41
Global X Fds Global X Uranium (URA) 0.6 $874k 33k 26.78
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $802k 9.0k 89.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $799k 1.6k 511.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $767k 1.7k 453.28
Costco Wholesale Corporation (COST) 0.5 $722k 788.00 916.27
Spdr Gold Tr Gold Shs (GLD) 0.5 $697k 2.9k 242.13
Tesla Motors (TSLA) 0.5 $682k 1.7k 403.84
Walt Disney Company (DIS) 0.5 $633k 5.7k 111.34
Meta Platforms Cl A (META) 0.4 $564k 964.00 585.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $546k 7.0k 78.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $510k 6.6k 77.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $442k 9.1k 48.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $423k 6.8k 62.31
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $392k 3.4k 115.55
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $380k 4.2k 91.43
Ishares Tr Global Energ Etf (IXC) 0.2 $337k 8.8k 38.18
JPMorgan Chase & Co. (JPM) 0.2 $336k 1.4k 239.71
Netflix (NFLX) 0.2 $287k 322.00 891.32
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $278k 2.4k 115.22
Vanguard Index Fds Growth Etf (VUG) 0.2 $271k 659.00 410.44
Airbnb Com Cl A (ABNB) 0.2 $266k 2.0k 131.41
Ishares Tr Tips Bd Etf (TIP) 0.2 $240k 2.3k 106.53
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $233k 1.1k 215.49
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $226k 3.9k 58.18
Vanguard Index Fds Small Cp Etf (VB) 0.2 $219k 912.00 240.28
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $217k 894.00 242.17
Draftkings Com Cl A (DKNG) 0.2 $212k 5.7k 37.20