MW

MILESTONE WEALTH, LLC

13F
MILESTONE WEALTH, LLC
Last update 2022-11-17 227 Stocks (5 new)
Value $84.00 Mil Turnover 2 %
Countries:
Top Holdings: GSLC(18.79%)GCOR(17.44%)GSUS(7.90%)GSIE(7.06%)GSSC(4.54%)
Summary Stock Picks Current Portfolio
MILESTONE WEALTH, LLC Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
221,513
15,735.0
-3.16%
18.790
-0.61%
0.160
+18.96%
+7.49%
14,014.4
 
GCOR
Goldman Sachs Access U.S. Aggregate Bond ETF
Goldman Sachs Access U.S. Aggregate Bond ETF
357,133
14,604.0
-1.52%
17.440
-0.27%
3.470
+1.17%
+3.25%
582.5
 
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
Goldman Sachs MarketBeta U.S. Equity ETF
135,573
6,617.0
-1.22%
7.900
-0.10%
0.910
+20.32%
+8.15%
2,654.7
 
GSIE
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
239,068
5,916.0
-0.96%
7.060
-0.07%
0.240
+11.76%
+19.94%
4,040.5
 
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
75,220
3,803.0
-1.97%
4.540
-0.09%
0.940
+18.06%
+1.09%
597.7
 
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
Goldman Sachs Access Investment Grade Corporate Bond ETF
61,636
2,659.0
-0.36%
3.170
-0.01%
0.520
+2.39%
+3.56%
672.2
 
GTIP
Goldman Sachs Access Inflation Protected USD Bond ETF
Goldman Sachs Access Inflation Protected USD Bond ETF
51,545
2,457.0
-1.85%
2.930
-0.06%
1.790
+1.79%
+4.65%
164.0
 
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
19,059
1,904.0
+0.03%
2.270
0%
0.050
+0.99%
+2.18%
6,377.4
 
SPY
S&P 500 ETF TRUST ETF
5,032
1,798.0
0%
2.150
0%
0.000
+19.57%
+7.72%
643,289.7
 
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
19,683
1,570.0
-1.05%
1.870
-0.02%
0.010
+4.84%
+5.98%
13,737.4
 

MILESTONE WEALTH, LLC's Historical Top Holdings Breakdowns

MILESTONE WEALTH, LLC Total Holding History ($B)

To

MILESTONE WEALTH, LLC's Asset Allocation

To

MILESTONE WEALTH, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MILESTONE WEALTH, LLC's Hypothetical Growth since 2022-09-30

MILESTONE WEALTH, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MILESTONE WEALTH, LLC's Holdings Heat Map

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MILESTONE WEALTH, LLC's Holdings Bubble Chart

MILESTONE WEALTH, LLC News

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