MGO Private Wealth

MGO Private Wealth as of March 31, 2025

Portfolio Holdings for MGO Private Wealth

MGO Private Wealth holds 55 positions in its portfolio as reported in the March 2025 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) 20.6 $29M 57k 513.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.1 $12M 157k 73.45
Ishares Tr Core Us Aggbd Et (AGG) 7.4 $11M 106k 98.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 4.6 $6.5M 92k 70.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.4 $6.3M 11k 559.39
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.3 $6.0M 83k 72.46
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.8 $5.4M 57k 95.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $5.2M 116k 45.26
Apple (AAPL) 3.4 $4.8M 22k 222.13
Blackstone Secd Lending Common Stock (BXSL) 2.9 $4.2M 129k 32.36
Vanguard Wellington Short Trm Tax Ex (VTES) 2.9 $4.2M 41k 100.51
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $3.6M 73k 49.62
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.1 $3.0M 50k 59.40
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 2.0 $2.8M 52k 54.84
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $2.7M 11k 258.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $2.4M 14k 173.23
Amazon (AMZN) 1.6 $2.3M 12k 190.26
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.5 $2.2M 34k 64.20
Select Sector Spdr Tr Energy (XLE) 1.5 $2.1M 22k 93.45
Ishares Tr Core Msci Euro (IEUR) 1.3 $1.9M 32k 60.15
Ishares Msci Cda Etf (EWC) 1.2 $1.7M 41k 40.75
Ishares Core Msci Emkt (IEMG) 1.2 $1.7M 31k 53.97
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.1 $1.6M 15k 103.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $1.5M 3.3k 468.92
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.9 $1.2M 37k 33.24
Wisdomtree Tr Us Total Dividnd (DTD) 0.8 $1.2M 16k 76.95
Global X Fds Glb X Mlp Enrg I (MLPX) 0.8 $1.2M 18k 63.81
Crowdstrike Hldgs Cl A (CRWD) 0.8 $1.2M 3.3k 352.58
NVIDIA Corporation (NVDA) 0.7 $1.0M 9.3k 108.37
Microsoft Corporation (MSFT) 0.7 $1.0M 2.7k 375.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $901k 1.7k 532.58
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $888k 9.8k 90.54
Spdr Gold Tr Gold Shs (GLD) 0.6 $886k 3.1k 288.14
Alphabet Cap Stk Cl A (GOOGL) 0.6 $790k 5.1k 154.65
Global X Fds Global X Uranium (URA) 0.5 $746k 33k 22.92
Costco Wholesale Corporation (COST) 0.5 $731k 773.00 945.78
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $632k 17k 37.73
Walt Disney Company (DIS) 0.4 $568k 5.8k 98.70
Meta Platforms Cl A (META) 0.4 $530k 919.00 576.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $527k 6.7k 78.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $517k 6.6k 78.28
Tesla Motors (TSLA) 0.3 $486k 1.9k 259.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $397k 6.8k 58.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $386k 3.3k 118.14
Ishares Tr Global Energ Etf (IXC) 0.3 $372k 8.8k 42.07
JPMorgan Chase & Co. (JPM) 0.2 $344k 1.4k 245.30
Netflix (NFLX) 0.2 $295k 316.00 932.53
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $260k 5.2k 49.90
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $252k 2.4k 104.57
Vanguard Index Fds Growth Etf (VUG) 0.2 $244k 659.00 370.82
Ishares Tr Tips Bd Etf (TIP) 0.2 $231k 2.1k 111.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $228k 3.9k 58.69
UnitedHealth (UNH) 0.1 $209k 399.00 523.75
Mastercard Incorporated Cl A (MA) 0.1 $208k 379.00 548.12
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $202k 954.00 211.47