MY Wealth Management

MY Wealth Management as of Sept. 30, 2022

Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 25 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 15.0 $14M 85k 163.56
Vaneck Etf Trust Preferred Securt (PFXF) 14.3 $13M 775k 17.20
Vanguard World Fds Inf Tech Etf (VGT) 10.0 $9.3M 30k 307.35
Vaneck Etf Trust Fallen Angel Hg (ANGL) 8.3 $7.7M 295k 26.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.2 $7.6M 101k 75.68
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.7 $5.3M 52k 102.45
Vanguard Index Fds Small Cp Etf (VB) 5.4 $5.0M 29k 170.93
Vanguard Index Fds Mid Cap Etf (VO) 4.4 $4.1M 22k 188.00
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 3.9 $3.6M 52k 69.78
Ishares Tr Global 100 Etf (IOO) 3.5 $3.2M 54k 59.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $3.1M 84k 36.49
Amplify Etf Tr Blockchain Ldr (BLOK) 3.1 $2.9M 157k 18.50
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $2.7M 14k 195.15
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.2 $2.0M 71k 28.91
Ishares U S Etf Tr Blackrock St Mat (NEAR) 2.2 $2.0M 41k 49.26
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $2.0M 9.1k 219.31
Bentley Sys Com Cl B (BSY) 1.9 $1.8M 58k 30.59
Marriott Intl Cl A (MAR) 0.8 $711k 5.1k 140.18
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $668k 13k 50.08
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.6 $589k 14k 43.51
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $375k 8.1k 46.10
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $339k 3.6k 94.80
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $321k 7.6k 42.02
Vanguard Index Fds Growth Etf (VUG) 0.3 $245k 1.1k 213.97
Ishares Tr Core S&p500 Etf (IVV) 0.2 $224k 625.00 358.40