MY Wealth Management

MY Wealth Management as of Dec. 31, 2021

Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 27 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Fds Inf Tech Etf (VGT) 13.5 $15M 34k 458.18
Vanguard Index Fds Large Cap Etf (VV) 9.8 $11M 51k 221.02
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 8.6 $9.8M 107k 90.94
Alpha Architect Etf Tr Merlyn Ai Etf 7.7 $8.8M 315k 27.77
Alpha Architect Etf Tr Merlyn Ai Bull 6.3 $7.2M 196k 36.88
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.3 $7.1M 235k 30.43
Vanguard Index Fds Sml Cp Grw Etf (VBK) 5.2 $5.9M 21k 281.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.9 $5.5M 60k 92.75
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 4.5 $5.1M 104k 49.18
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 4.2 $4.7M 92k 51.27
Ishares Tr Global 100 Etf (IOO) 4.1 $4.7M 60k 78.01
Ishares U S Etf Tr Blackrock St Mat (NEAR) 3.6 $4.1M 82k 49.95
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.1 $3.6M 108k 32.97
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $3.4M 13k 254.77
Vanguard Index Fds Small Cp Etf (VB) 2.9 $3.3M 15k 226.02
Bentley Sys Com Cl B (BSY) 2.5 $2.9M 60k 48.34
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $2.8M 9.9k 283.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.3M 46k 49.45
Amplify Etf Tr Blockchain Ldr (BLOK) 1.7 $1.9M 47k 40.17
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.9 $967k 13k 72.49
Marriott Intl Cl A (MAR) 0.8 $933k 5.6k 165.25
Ark Etf Tr Innovation Etf (ARKK) 0.5 $572k 6.0k 94.62
Vanguard Index Fds Growth Etf (VUG) 0.4 $444k 1.4k 320.58
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $430k 7.7k 55.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $323k 2.9k 112.07
Ishares Tr Core S&p500 Etf (IVV) 0.3 $298k 625.00 476.80
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $203k 1.2k 173.65