MA Private Wealth
Q4 2024 13F Holdings
- Locationsan carlos, CA
- Num holdings
72
- Value ($000)
$534,847
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001767474
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $94.02M | 18 % | 174,492 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $66.91M | 13 % | 930,449 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $43.81M | 8 % | 245,996 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $40.09M | 8 % | 782,207 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $32.89M | 6 % | 323,946 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $26.77M | 5 % | 590,341 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $23.18M | 4 % | 239,440 | ||
XCEM COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $22.92M | 4 % | 774,158 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $20.58M | 4 % | 392,292 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $18.84M | 4 % | 118,089 |
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