MA Private Wealth
Q1 2025 13F Holdings
- Locationsan carlos, CA
- Num holdings
75
- Value ($000)
$531,634
- Date Filed05/01/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $90.58M | 17 % | 176,249 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $67.69M | 13 % | 921,586 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $42.79M | 8 % | 250,381 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $39.73M | 8 % | 814,907 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $30.50M | 6 % | 328,518 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $27.48M | 5 % | 593,385 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $23.90M | 5 % | 239,035 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $22.91M | 4 % | 388,776 | ||
XCEM COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $20.85M | 4 % | 706,086 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $16.76M | 3 % | 119,366 |
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