MY Wealth Management

MY Wealth Management as of June 30, 2022

Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 27 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 15.9 $15M 86k 172.34
Vanguard World Fds Inf Tech Etf (VGT) 10.5 $9.7M 30k 326.56
Ea Series Trust Merlyn Ai Etf 8.8 $8.1M 329k 24.71
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.8 $5.4M 53k 102.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.8 $5.3M 67k 80.03
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 5.7 $5.3M 112k 47.26
Vanguard Index Fds Mid Cap Etf (VO) 5.6 $5.2M 26k 196.96
Vanguard Index Fds Small Cp Etf (VB) 5.4 $5.0M 29k 176.12
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 4.9 $4.5M 99k 45.67
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 4.0 $3.7M 52k 71.13
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.9 $3.6M 31k 114.87
Ishares Tr Global 100 Etf (IOO) 3.7 $3.4M 54k 64.06
Ishares U S Etf Tr Blackrock St Mat (NEAR) 3.2 $3.0M 61k 49.26
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.0 $2.7M 14k 197.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $2.3M 55k 41.65
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $2.2M 9.7k 226.19
Bentley Sys Com Cl B (BSY) 2.1 $2.0M 60k 33.30
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.6 $1.5M 51k 29.44
Amplify Etf Tr Blockchain Ldr (BLOK) 1.6 $1.5M 82k 18.13
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $697k 13k 52.25
Marriott Intl Cl A (MAR) 0.7 $690k 5.1k 136.04
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $388k 3.8k 101.62
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $341k 7.7k 44.28
Vaneck Etf Trust Preferred Securt (PFXF) 0.4 $332k 18k 18.13
Vanguard Index Fds Growth Etf (VUG) 0.3 $300k 1.3k 222.88
Ishares Tr Core S&p500 Etf (IVV) 0.3 $237k 625.00 379.20
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $223k 8.3k 26.99