McNaughton Wealth Management, LLC Buys Invesco California AMT-Free Municipal Bond ETF, Invesco S&P International Developed Low Volatility, iShares Short-Term National Muni Bond ETF

Investment company McNaughton Wealth Management, LLC (Current Portfolio) buys Invesco California AMT-Free Municipal Bond ETF, Invesco S&P International Developed Low Volatility, iShares Short-Term National Muni Bond ETF, iShares National Muni Bond ETF, Guaranty Bancshares Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, McNaughton Wealth Management, LLC. As of 2021Q4, McNaughton Wealth Management, LLC owns 51 stocks with a total value of $154 million. These are the details of the buys and sells.

For the details of McNaughton Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mcnaughton+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of McNaughton Wealth Management, LLC
  1. Vanguard Total Bond Market ETF (BND) - 197,339 shares, 10.68% of the total portfolio. Shares added by 5.03%
  2. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 188,133 shares, 9.57% of the total portfolio. Shares added by 2.47%
  3. Vanguard High Dividend Yield Indx ETF (VYM) - 86,871 shares, 6.44% of the total portfolio. Shares added by 3.34%
  4. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 55,816 shares, 6.31% of the total portfolio. Shares added by 3.61%
  5. Vanguard Mid-Cap ETF (VO) - 36,937 shares, 5.88% of the total portfolio. Shares added by 2.67%
New Purchase: Invesco California AMT-Free Municipal Bond ETF (PWZ)

McNaughton Wealth Management, LLC initiated holding in Invesco California AMT-Free Municipal Bond ETF. The purchase prices were between $27.45 and $27.94, with an estimated average price of $27.73. The stock is now traded at around $27.560000. The impact to a portfolio due to this purchase was 1.2%. The holding were 66,706 shares as of 2021-12-31.

New Purchase: Invesco S&P International Developed Low Volatility (IDLV)

McNaughton Wealth Management, LLC initiated holding in Invesco S&P International Developed Low Volatility. The purchase prices were between $30.32 and $31.92, with an estimated average price of $31.23. The stock is now traded at around $31.650000. The impact to a portfolio due to this purchase was 0.51%. The holding were 24,502 shares as of 2021-12-31.

New Purchase: Vanguard Consumer Staples ETF (VDC)

McNaughton Wealth Management, LLC initiated holding in Vanguard Consumer Staples ETF. The purchase prices were between $177.95 and $199.88, with an estimated average price of $187.56. The stock is now traded at around $197.550000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,083 shares as of 2021-12-31.

New Purchase: Guaranty Bancshares Inc (GNTY)

McNaughton Wealth Management, LLC initiated holding in Guaranty Bancshares Inc. The purchase prices were between $35.57 and $40.4, with an estimated average price of $37.65. The stock is now traded at around $38.410000. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,500 shares as of 2021-12-31.

Added: iShares Short-Term National Muni Bond ETF (SUB)

McNaughton Wealth Management, LLC added to a holding in iShares Short-Term National Muni Bond ETF by 36.64%. The purchase prices were between $107.19 and $107.42, with an estimated average price of $107.31. The stock is now traded at around $106.730000. The impact to a portfolio due to this purchase was 0.2%. The holding were 10,803 shares as of 2021-12-31.

Added: iShares National Muni Bond ETF (MUB)

McNaughton Wealth Management, LLC added to a holding in iShares National Muni Bond ETF by 31.07%. The purchase prices were between $114.9 and $116.5, with an estimated average price of $115.82. The stock is now traded at around $114.930000. The impact to a portfolio due to this purchase was 0.17%. The holding were 9,771 shares as of 2021-12-31.

Added: Vanguard FTSE Developed Markets ETF (VEA)

McNaughton Wealth Management, LLC added to a holding in Vanguard FTSE Developed Markets ETF by 36.27%. The purchase prices were between $48.69 and $52.14, with an estimated average price of $50.68. The stock is now traded at around $50.470000. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,247 shares as of 2021-12-31.

Added: JPMorgan Chase & Co (JPM)

McNaughton Wealth Management, LLC added to a holding in JPMorgan Chase & Co by 22.40%. The purchase prices were between $153.94 and $171.78, with an estimated average price of $164.11. The stock is now traded at around $148.930000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,656 shares as of 2021-12-31.



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