News + Filings Holdings
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MGO Private Wealth, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 41,282 | 8,399 | 16,813,333,000 | 5,260,321,000 | 12.66 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 198,413 | 45,007 | 14,422,667,000 | 3,401,990,000 | 10.86 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VGK | Common | 106,149 | 25,396 | 6,549,369,000 | 2,072,409,000 | 4.93 | |
Hist
| 06/30/2023 |
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VANGUARD MALVERN FUNDS
| VTIP | Common | 92,483 | 24,333 | 4,385,523,000 | 1,202,236,000 | 3.30 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 122,382 | 19,367 | 4,978,518,000 | 962,999,000 | 3.75 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| XBI | Common | 20,008 | 5,553 | 1,664,666,000 | 464,901,000 | 1.25 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 11,684 | 960 | 2,572,349,000 | 386,691,000 | 1.94 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VWOB | Exchange Traded Fund | 41,046 | 3,764 | 2,555,934,000 | 282,490,000 | 1.92 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| EWC | MSCI CDA INDEX | 50,492 | 2,960 | 1,766,717,000 | 210,981,000 | 1.33 | |
Hist
| 06/30/2023 |
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VanEck ETF Trust
| MOO | Common | 14,045 | 2,229 | 1,147,898,000 | 133,613,000 | 0.86 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| PICK | Common | 19,693 | 2,553 | 796,779,000 | 94,039,000 | 0.60 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 3,219 | 138 | 640,227,000 | 74,740,000 | 0.48 | |
Hist
| 06/30/2023 |
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VanEck ETF Trust
| OIH | Common | 1,851 | 342 | 532,348,000 | 73,537,000 | 0.40 | |
Hist
| 06/30/2023 |
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