MinichMacGregor Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW MinichMacGregor Wealth Management, LLC | Institutional Filer | ▲ 2.68% | $566.7M | 136 |
Current Portfolio Holdings
Showing all 136 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | — | 82K | $35.2M | 6.22% |
| 2 | ITA | ISHARES TR | — | 129K | $28.1M | 4.96% |
| 3 | PYLD | PIMCO ETF TR | — | 835K | $21.9M | 3.86% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | — | 381K | $20.6M | 3.63% |
| 5 | IEZ | ISHARES TR | — | 686K | $19.9M | 3.51% |
| 6 | SOXX | ISHARES TR | — | 60K | $19.8M | 3.49% |
| 7 | EMXC | ISHARES INC | — | 245K | $19.3M | 3.40% |
| 8 | NVDA | NVIDIA Corporation | Technology | 91K | $15.9M | 2.81% |
| 9 | SCHX | SCHWAB STRATEGIC TR | — | 570K | $14.6M | 2.58% |
| 10 | SCHG | SCHWAB STRATEGIC TR | — | 484K | $14.1M | 2.49% |
| 11 | VIS | VANGUARD WORLD FD | — | 44K | $13.8M | 2.44% |
| 12 | IAU | ISHARES GOLD TR | — | 149K | $13.2M | 2.32% |
| 13 | HYGH | ISHARES U S ETF TR | — | 146K | $12.5M | 2.21% |
| 14 | MINT | PIMCO ETF TR | — | 125K | $12.5M | 2.21% |
| 15 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 183K | $12.5M | 2.21% |
Showing 1 to 15 of 136 holdings