My Purposeful Wealth Corp.

My Purposeful Wealth Corp. as of Dec. 31, 2022

Portfolio Holdings for My Purposeful Wealth Corp.

My Purposeful Wealth Corp. holds 50 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.3 $14M 65k 213.11
Vanguard Index Fds Value Etf (VTV) 10.4 $12M 84k 140.37
Ishares Tr Core S&p Us Vlu (IUSV) 8.3 $9.4M 134k 70.63
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 7.6 $8.6M 221k 38.89
Ishares Tr Core S&p Ttl Stk (ITOT) 6.9 $7.8M 93k 84.80
Ishares Tr Core S&p Us Gwt (IUSG) 5.9 $6.7M 82k 81.52
Vanguard Index Fds Real Estate Etf (VNQ) 5.3 $6.0M 73k 82.48
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.0 $4.6M 34k 135.24
Vanguard Index Fds Total Stk Mkt (VTI) 3.4 $3.8M 20k 191.19
Ishares Tr Rus 2000 Val Etf (IWN) 2.5 $2.8M 21k 138.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.4 $2.8M 33k 83.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.3 $2.6M 35k 75.19
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $2.1M 10k 203.80
Ishares Tr Rus 2000 Grw Etf (IWO) 1.7 $2.0M 9.1k 214.52
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $1.8M 8.3k 214.25
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.3 $1.5M 20k 74.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $1.5M 36k 40.51
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.3 $1.4M 22k 64.72
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $1.4M 48k 29.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $1.4M 33k 41.97
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $1.4M 8.6k 158.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $1.3M 28k 45.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.3M 4.1k 308.86
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.1M 18k 61.64
Ishares Tr S&P SML 600 GWT (IJT) 1.0 $1.1M 10k 108.07
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $1.0M 5.8k 179.77
Apple (AAPL) 0.9 $1.0M 7.9k 129.94
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $983k 12k 81.17
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $910k 19k 47.29
Spdr Ser Tr Portfolio Short (SPSB) 0.6 $720k 25k 29.38
Ishares Tr Core S&p500 Etf (IVV) 0.6 $678k 1.8k 384.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $587k 1.5k 382.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $576k 18k 32.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $554k 14k 38.98
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $544k 13k 42.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $543k 17k 32.21
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $516k 7.1k 72.24
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $458k 6.8k 67.45
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $457k 5.4k 84.18
Ishares Core Msci Emkt (IEMG) 0.4 $456k 9.8k 46.70
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $447k 8.8k 50.67
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $371k 8.2k 44.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $365k 1.5k 241.82
Union Pacific Corporation (UNP) 0.3 $354k 1.7k 207.01
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $322k 3.1k 105.33
Global X Fds Glbl X Mlp Etf (MLPA) 0.3 $318k 7.7k 41.29
Microsoft Corporation (MSFT) 0.3 $299k 1.2k 239.76
Amazon (AMZN) 0.3 $284k 3.4k 84.01
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $271k 4.0k 68.29
Nokia Corp Sponsored Adr Call Option (NOK) 0.0 $600.000000 20k 0.03