All Stocks Held By McNaughton Wealth Management LLC

As of 03/31/2024, we find all stocks held by McNaughton Wealth Management LLC to be as follows, presented in the table below with each row detailing each McNaughton Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-McNaughton Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by McNaughton Wealth Management LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
VANGUARD BD INDEX FDS (BND)	237,472	+14,652	$17,248
BND	237,472	+14,652	$17,248
SPDR SER TR (LGLV)	88,992	+2,272	$13,860
LGLV	88,992	+2,272	$13,860
ISHARES TR (IVV)	24,491	+18	$12,875
IVV	24,491	+18	$12,875
VANGUARD WHITEHALL FDS (VYM)	102,010	+1,259	$12,342
VYM	102,010	+1,259	$12,342
SPDR SER TR (SPYG)	167,549	-934	$12,256
SPYG	167,549	-934	$12,256
VANGUARD INDEX FDS (VO)	43,799	+533	$10,944
VO	43,799	+533	$10,944
SPDR SER TR (SMLV)	86,217	+2,181	$9,660
SMLV	86,217	+2,181	$9,660
ISHARES TR (EFAV)	94,167	+3,323	$6,675
EFAV	94,167	+3,323	$6,675
ISHARES TR (ICF)	112,380	+3,253	$6,484
ICF	112,380	+3,253	$6,484
VANGUARD BD INDEX FDS (BSV)	79,451	+2,733	$6,092
BSV	79,451	+2,733	$6,092
VANGUARD TAX MANAGED FDS (VEA)	118,518	+3,763	$5,946
VEA	118,518	+3,763	$5,946
SPDR INDEX SHS FDS (SPEM)	129,726	+4,472	$4,695
SPEM	129,726	+4,472	$4,695
ISHARES TR (USMV)	50,554	-1,573	$4,225
USMV	50,554	-1,573	$4,225
VANGUARD WORLD FD (VGT)	7,662	-31	$4,017
VGT	7,662	-31	$4,017
VANGUARD MUN BD FDS (VTEB)	73,484	+1,678	$3,718
VTEB	73,484	+1,678	$3,718
INVESCO ACTIVELY MANAGED ETF (GSY)	66,873	+4,063	$3,336
GSY	66,873	+4,063	$3,336
ISHARES TR (IAGG)	57,152	+1,824	$2,855
IAGG	57,152	+1,824	$2,855
FIRST TR EXCHANGE TRADED FD (FTSL)	61,624	+2,872	$2,848
FTSL	61,624	+2,872	$2,848
VANGUARD SCOTTSDALE FDS (VCIT)	35,300	+1,513	$2,842
VCIT	35,300	+1,513	$2,842
SCHWAB STRATEGIC TR	54,327	+2,990	$2,834
SCHP	54,327	+2,990	$2,834
SPDR SER TR (SPHY)	120,454	+5,075	$2,826
SPHY	120,454	+5,075	$2,826
SPDR SER TR (SHM)	54,527	+9,552	$2,587
SHM	54,527	+9,552	$2,587
ISHARES TR (MUB)	18,521	-405	$1,993
MUB	18,521	-405	$1,993
NVIDIA CORPORATION	2,175	-113	$1,965
NVDA	2,175	-113	$1,965
INVESCO EXCH TRADED FD TR II (PWZ)	71,735	+2,980	$1,784
PWZ	71,735	+2,980	$1,784
ISHARES TR (IVW)	17,302	+293	$1,461
IVW	17,302	+293	$1,461
SPDR SER TR (SDY)	10,626	-23	$1,394
SDY	10,626	-23	$1,394
APPLE INC	8,042	+49	$1,379
AAPL	8,042	+49	$1,379
ISHARES TR (AGG)	13,806	-3,416	$1,352
AGG	13,806	-3,416	$1,352
ISHARES TR (CMF)	23,235	+726	$1,337
CMF	23,235	+726	$1,337
SPDR INDEX SHS FDS (SPDW)	36,917	-2,180	$1,323
SPDW	36,917	-2,180	$1,323
ISHARES TR (MTUM)	6,623	-93	$1,241
MTUM	6,623	-93	$1,241
ISHARES TR (SUB)	11,720	-1,779	$1,227
SUB	11,720	-1,779	$1,227
MICROSOFT CORP	2,882	-1	$1,213
MSFT	2,882	-1	$1,213
AMAZON COM INC	6,481	-257	$1,169
AMZN	6,481	-257	$1,169
JPMORGAN CHASE & CO	5,830	-187	$1,168
JPM	5,830	-187	$1,168
META PLATFORMS INC	2,363	-709	$1,147
META	2,363	-709	$1,147
ALPHABET INC	7,024	+101	$1,060
GOOGL	7,024	+101	$1,060
BERKSHIRE HATHAWAY INC DEL			$1,054
BRK.B	2,506	+177	$1,054
JOHNSON & JOHNSON	5,580	+361	$883
JNJ	5,580	+361	$883
ISHARES TR (IJR)	6,031	+2	$667
IJR	6,031	+2	$667
ISHARES TR (IWR)	7,420	-249	$624
IWR	7,420	-249	$624
TESLA INC	3,409	+300	$599
TSLA	3,409	+300	$599
ISHARES TR (ITOT)	3,635	-116	$419
ITOT	3,635	-116	$419
VANGUARD INDEX FDS (VNQ)	4,836	-619	$418
VNQ	4,836	-619	$418
SPDR S&P 500 ETF TR (SPY)	767	-3	$401
SPY	767	-3	$401
INVESCO EXCH TRADED FD TR II (IDLV)	13,605	-5,701	$382
IDLV	13,605	-5,701	$382
ISHARES TR (IJH)	5,600	+4,480	$340
IJH	5,600	+4,480	$340
INVESCO EXCH TRADED FD TR II (XSLV)	7,137	UNCH	$316
XSLV	7,137	UNCH	$316
SPDR SER TR (SPTM)	3,693	-142	$237
SPTM	3,693	-142	$237
UNITEDHEALTH GROUP INC	460	+7	$228
UNH	460	+7	$228
VANGUARD WORLD FD (VDC)	1,023	+1,023	$209
VDC	1,023	+1,023	$209
ISHARES TR (IWP)	1,761	+1,761	$201
IWP	1,761	+1,761	$201

See Summary: McNaughton Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By McNaughton Wealth Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
VDC	+1,023	+$209
IWP	+1,761	+$201

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
UNH	-453	-$238

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
BND	+14,652	+$860
SHM	+9,552	+$438
SPHY	+5,075	+$128
IJH	+4,480	+$30
SPEM	+4,472	+$260
GSY	+4,063	+$203
VEA	+3,763	+$449
EFAV	+3,323	+$376
ICF	+3,253	+$75
SCHP	+2,990	+$154

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
IDLV	-5,701	-$162
AGG	-3,416	-$357
SPDW	-2,180	-$7
SUB	-1,779	-$196
USMV	-1,573	+$158
SPYG	-934	+$1,295
META	-709	+$60
VNQ	-619	-$64
MUB	-405	-$59

McNaughton Wealth Management LLC Info

Size ($ in 1000's)
At 03/31/2024: $180,356
At 12/31/2023: $168,854

McNaughton Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from McNaughton Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

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