MY Wealth Management Inc. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$100.1B
Holdings
26
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IEFISHARES TR | 144,071 | $13.3B | 13.30% | |
| 2 | TLTISHARES TR | 147,051 | $12.8B | 12.82% | |
| 3 | IVVISHARES TR | 17,982 | $10.6B | 10.57% | |
| 4 | SPTSSPDR SER TR | 283,468 | $8.2B | 8.21% | |
| 5 | PTLCPACER FDS TR | 141,338 | $7.6B | 7.54% | |
| 6 | QDPLPACER FDS TR | 173,104 | $6.6B | 6.64% | |
| 7 | SHMSPDR SER TR | 138,342 | $6.6B | 6.55% | |
| 8 | VGTVANGUARD WORLD FD | 8,934 | $5.6B | 5.55% | |
| 9 | SLVISHARES SILVER TR | 186,118 | $4.9B | 4.89% | |
| 10 | GCOWPACER FDS TR | 137,620 | $4.6B | 4.64% | |
| 11 | VBVANGUARD INDEX FDS | 17,178 | $4.1B | 4.12% | |
| 12 | VOVANGUARD INDEX FDS | 15,526 | $4.1B | 4.10% | |
| 13 | IJHISHARES TR | 38,055 | $2.4B | 2.37% | |
| 14 | BSYBENTLEY SYS INC | 48,695 | $2.3B | 2.27% | |
| 15 | MARMARRIOTT INTL INC NEW | 4,407 | $1.2B | 1.23% | |
| 16 | MLNVANECK ETF TRUST | 65,896 | $1.2B | 1.18% | |
| 17 | SPYGSPDR SER TR | 13,340 | $1.2B | 1.17% | |
| 18 | XMMOINVESCO EXCHANGE TRADED FD T | 3,752 | $463.5M | 0.46% | |
| 19 | SPYMSPDR SER TR | 6,648 | $458.3M | 0.46% | |
| 20 | VYMVANGUARD WHITEHALL FDS | 2,750 | $350.9M | 0.35% | |
| 21 | VVVANGUARD INDEX FDS | 1,233 | $332.5M | 0.33% | |
| 22 | PGPROCTER AND GAMBLE CO | 1,678 | $281.3M | 0.28% | |
| 23 | IJRISHARES TR | 2,245 | $258.7M | 0.26% | |
| 24 | VUGVANGUARD INDEX FDS | 621 | $254.9M | 0.25% | |
| 25 | IWYISHARES TR | 1,036 | $243.7M | 0.24% | |
| 26 | ANGLVANECK ETF TRUST | 7,635 | $218.9M | 0.22% |