Bucket List Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BL Bucket List Wealth Management, LLC | Institutional Filer | — | $333.5M | 74 |
Current Portfolio Holdings
Showing top 120 reported positions by value (Total positions in database: 74)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 68K | $22.9M | 6.87% |
| 2 | VTI | VANGUARD INDEX FDS | — | 70K | $22.4M | 6.72% |
| 3 | SPYV | SPDR SERIES TRUST | — | 352K | $20.0M | 5.99% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | — | 64K | $16.2M | 4.86% |
| 5 | IWR | ISHARES TR | — | 167K | $16.1M | 4.82% |
| 6 | PVAL | PUTNAM ETF TRUST | — | 346K | $16.0M | 4.81% |
| 7 | SPYG | SPDR SERIES TRUST | — | 150K | $16.0M | 4.81% |
| 8 | AVUV | AMERICAN CENTY ETF TR | — | 126K | $13.9M | 4.18% |
| 9 | SPYG | SPDR SERIES TRUST | — | 135K | $13.2M | 3.97% |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | — | 56K | $13.2M | 3.97% |
| 11 | AVUV | AMERICAN CENTY ETF TR | — | 121K | $12.4M | 3.70% |
| 12 | IDMO | INVESCO EXCH TRADED FD TR II | — | 215K | $11.8M | 3.53% |
| 13 | IDMO | INVESCO EXCH TRADED FD TR II | — | 190K | $10.6M | 3.16% |
| 14 | SPYV | SPDR SERIES TRUST | — | 164K | $9.3M | 2.78% |
| 15 | IWR | ISHARES TR | — | 69K | $6.7M | 2.00% |
Showing 1 to 15 of 120 holdings