MY Wealth Management

MY Wealth Management as of March 31, 2025

Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 26 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT) 15.1 $16M 172k 91.00
Ishares Tr 7-10 Yr Trsy Bd (IEF) 13.2 $14M 143k 95.34
Ishares Tr Core S&p500 Etf (IVV) 11.0 $11M 20k 561.90
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 8.7 $9.0M 175k 51.45
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 7.9 $8.2M 281k 29.23
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 6.4 $6.6M 138k 47.60
Pacer Fds Tr Metaurus Cap 400 (QDPL) 6.0 $6.2M 170k 36.52
Pacer Fds Tr Globl Cash Etf (GCOW) 4.9 $5.0M 136k 36.99
Vanguard World Inf Tech Etf (VGT) 4.8 $4.9M 9.0k 543.81
Ishares Silver Tr Ishares (SLV) 4.1 $4.2M 136k 30.98
Vanguard Index Fds Mid Cap Etf (VO) 3.8 $4.0M 15k 258.73
Vanguard Index Fds Small Cp Etf (VB) 3.7 $3.8M 17k 221.94
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $2.2M 38k 58.40
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.9 $1.9M 38k 50.85
Bentley Sys Com Cl B (BSY) 1.7 $1.7M 44k 39.34
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $1.1M 13k 80.37
Marriott Intl Cl A (MAR) 1.0 $1.0M 4.4k 238.20
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $464k 4.1k 113.77
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.4 $437k 6.6k 65.76
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $355k 2.8k 128.96
Vanguard Index Fds Large Cap Etf (VV) 0.3 $334k 1.3k 262.88
Procter & Gamble Company (PG) 0.3 $286k 1.7k 170.42
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $235k 2.2k 104.57
Vanguard Index Fds Growth Etf (VUG) 0.2 $230k 621.00 370.82
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $219k 1.0k 210.94
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $216k 7.5k 28.86