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McNaughton Wealth Management, LLC13F | |
| McNaughton Wealth Management, LLC | |
| Last update 2025-04-10 | 73 Stocks (23 new) |
| Value $206.00 Mil | Turnover 52 % |
McNaughton Wealth Management, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 301,393 | 22,137.3 | +15.78% | 10.750 | +1.47% | 0.020 | +0.05% | +3.60% | 126,370.7 | ||
IVW | iShares S&P 500 Growth ETF | 165,669 | 15,379.0 | +732.30% | 7.470 | +6.57% | 0.030 | +24.45% | +9.38% | 61,026.0 | ||
VOO | Vanguard S&P 500 ETF | 20,886 | 10,733.3 | New Holding | 5.210 | +5.21% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 62,355 | 10,655.8 | New Holding | 5.170 | +5.17% | 0.020 | +12.61% | +4.33% | 53,585.8 | ||
IVE | iShares S&P 500 Value ETF | 54,554 | 10,397.0 | New Holding | 5.050 | +5.05% | 0.030 | +8.84% | +4.93% | 39,744.8 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 182,752 | 8,911.0 | New Holding | 4.330 | +4.33% | 0.060 | +18.04% | +8.19% | 19,302.3 | ||
VO | Vanguard Mid-Cap ETF | 29,917 | 7,737.1 | -35.35% | 3.760 | -2.08% | 0.010 | +14.26% | +8.28% | 76,168.6 | ||
BINC | iShares Flexible Income Active ETF | 127,516 | 6,679.3 | New Holding | 3.240 | +3.24% | 0.080 | +2.34% | +3.84% | 9,787.2 | ||
MBB | iShares MBS ETF | 58,627 | 5,498.1 | New Holding | 2.670 | +2.67% | 0.010 | -0.13% | +3.73% | 39,022.6 | ||
EFV | iShares MSCI EAFE Value ETF | 88,796 | 5,233.6 | New Holding | 2.540 | +2.54% | 0.030 | +12.70% | +24.54% | 26,221.2 |
McNaughton Wealth Management, LLC's Historical Top Holdings Breakdowns
McNaughton Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Add Add | +6.57% | 92.45 ($100.81) 106.69 | $110.80 | 9.91% | Add 732.3% | 165,669 | 145,764 | |
LGLV |
SPDR SSGA US Large Cap Low Volatility Index ETF
SPDR SSGA US Large Cap Low Volatility Index ETF
| 2025-03-31 | Reduce Reduce | -6.41% | 162.48 ($170.46) 175.37 | $175.94 | 3.21% | Reduce -84.16% | 15,169 | -80,593 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | New Buy New Buy | +5.21% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | New holding | 20,886 | 20,886 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | New Buy New Buy | +5.17% | 168.16 ($179.03) 186.21 | $184.97 | 3.32% | New holding | 62,355 | 62,355 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | New Buy New Buy | +5.05% | 185.78 ($193.5) 198.58 | $198.67 | 2.67% | New holding | 54,554 | 54,554 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -4.81% | 80.05 ($87.3) 92.39 | $96.07 | 10.05% | Reduce -71.91% | 44,391 | -113,627 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -4.75% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Reduce -70.01% | 7,173 | -16,743 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-03-31 | Reduce Reduce | -4.62% | 126.11 ($130.91) 135.06 | $135.81 | 3.74% | Reduce -70.25% | 31,820 | -75,139 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | New Buy New Buy | +4.33% | 48.08 ($51.4) 53.73 | $55.06 | 7.12% | New holding | 182,752 | 182,752 | |
SMLV |
SPDR SSGA US Small Cap Low Volatility Index ETF
SPDR SSGA US Small Cap Low Volatility Index ETF
| 2025-03-31 | Reduce Reduce | -4.00% | 121.66 ($128.4) 134.83 | $129.56 | 0.90% | Reduce -73.9% | 22,967 | -65,038 |
McNaughton Wealth Management, LLC Total Holding History ($B)
McNaughton Wealth Management, LLC's Asset Allocation
McNaughton Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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McNaughton Wealth Management, LLC's Hypothetical Growth since 2025-03-31
McNaughton Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
McNaughton Wealth Management, LLC's Holdings Heat Map
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McNaughton Wealth Management, LLC's Holdings Bubble Chart
McNaughton Wealth Management, LLC News
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