MY Wealth Management

MY Wealth Management as of Dec. 31, 2022

Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 23 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
Vaneck Etf Trust Preferred Securt (PFXF) 20.1 $13M 788k 16.71
Vaneck Etf Trust Fallen Angel Hg (ANGL) 12.3 $8.1M 299k 27.02
Vanguard World Fds Inf Tech Etf (VGT) 10.3 $6.7M 21k 319.41
Ishares Tr Core S&p500 Etf (IVV) 7.3 $4.8M 13k 384.21
Vanguard Index Fds Mid Cap Etf (VO) 6.6 $4.3M 21k 203.81
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 6.6 $4.3M 58k 75.30
Ishares Tr Global 100 Etf (IOO) 6.4 $4.2M 66k 64.05
Vanguard Index Fds Small Cp Etf (VB) 4.8 $3.1M 17k 183.54
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $2.7M 11k 241.89
Pacer Fds Tr Metaurus Cap 400 (QDPL) 4.1 $2.7M 94k 28.57
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.1 $2.0M 70k 28.89
Ishares U S Etf Tr Blackrock St Mat (NEAR) 3.1 $2.0M 41k 49.27
Bentley Sys Com Cl B (BSY) 2.7 $1.8M 49k 36.96
Amplify Etf Tr Blockchain Ldr (BLOK) 2.0 $1.3M 85k 15.12
Marriott Intl Cl A (MAR) 1.2 $755k 5.1k 148.89
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $676k 13k 50.67
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.9 $618k 14k 45.61
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $528k 5.6k 94.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $389k 3.6k 108.21
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.6 $382k 8.1k 46.98
Vanguard Index Fds Large Cap Etf (VV) 0.6 $375k 2.2k 174.20
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $333k 7.4k 44.98
Vanguard Index Fds Growth Etf (VUG) 0.4 $244k 1.1k 213.11