MY Wealth Management

MY Wealth Management as of Dec. 31, 2024

Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 7-10 Yr Trsy Bd (IEF) 13.3 $13M 144k 92.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 12.8 $13M 147k 87.33
Ishares Tr Core S&p500 Etf (IVV) 10.6 $11M 18k 588.68
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 8.2 $8.2M 284k 29.01
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 7.5 $7.6M 141k 53.44
Pacer Fds Tr Metaurus Cap 400 (QDPL) 6.6 $6.6M 173k 38.39
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 6.5 $6.6M 138k 47.39
Vanguard World Inf Tech Etf (VGT) 5.5 $5.6M 8.9k 621.80
Ishares Silver Tr Ishares (SLV) 4.9 $4.9M 186k 26.33
Pacer Fds Tr Globl Cash Etf (GCOW) 4.6 $4.6M 138k 33.74
Vanguard Index Fds Small Cp Etf (VB) 4.1 $4.1M 17k 240.28
Vanguard Index Fds Mid Cap Etf (VO) 4.1 $4.1M 16k 264.12
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $2.4M 38k 62.31
Bentley Sys Com Cl B (BSY) 2.3 $2.3M 49k 46.70
Marriott Intl Cl A (MAR) 1.2 $1.2M 4.4k 278.94
Vaneck Etf Trust Long Muni Etf (MLN) 1.2 $1.2M 66k 17.88
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.2 $1.2M 13k 87.90
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.5 $464k 3.8k 123.53
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $458k 6.6k 68.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $351k 2.8k 127.59
Vanguard Index Fds Large Cap Etf (VV) 0.3 $333k 1.2k 269.70
Procter & Gamble Company (PG) 0.3 $281k 1.7k 167.65
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $259k 2.2k 115.22
Vanguard Index Fds Growth Etf (VUG) 0.3 $255k 621.00 410.44
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $244k 1.0k 235.27
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $219k 7.6k 28.67