MW

MARIPAU WEALTH MANAGEMENT LLC

13F
MARIPAU WEALTH MANAGEMENT LLC
Last update 2024-07-31 145 Stocks (28 new)
Value $128.00 Mil Turnover 17 %
Countries:
Top Holdings: SPLG(6.68%)IVV(6.35%)IUSB(4.09%)QUAL(3.65%)VEA(3.27%)
Portfolio Report
Summary Stock Picks Current Portfolio
MARIPAU WEALTH MANAGEMENT LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
133,604
8550.670
+0.06%
6.680
0%
-
+4.16%
+19.91%
46069.888
 
IVV 		iShares Core S&P 500 ETF
14,850
8126.260
-12.66%
6.350
-0.96%
-
+4.57%
+19.97%
527299.491
 
IUSB 		iShares Core Total USD Bond Market ETF
115,907
5241.310
-1.76%
4.090
-0.08%
-
+3.83%
+2.52%
32884.998
 
QUAL 		iShares MSCI USA Quality Factor ETF
27,361
4672.140
-1.42%
3.650
-0.06%
-
+3.47%
+21.25%
49319.110
 
VEA 		Vanguard FTSE Developed Markets ETF
84,763
4188.970
+38.17%
3.270
+0.90%
-
+4.15%
+8.46%
138036.269
 
IVW 		iShares S&P 500 Growth ETF
39,673
3671.360
+79.28%
2.870
+1.27%
-
+2.46%
+26.36%
52799.119
 
EFG 		iShares MSCI EAFE Growth ETF
29,991
3068.060
+33.16%
2.400
+0.60%
-
+2.28%
+8.69%
15117.360
 
DYNF 		BlackRock U.S. Equity Factor Rotation ETF
63,293
2970.990
+9.34%
2.320
+0.20%
-
+4.43%
+24.29%
11468.050
 
TLT 		iShares 20+ Year Treasury Bond ETF
31,258
2868.890
-0.90%
2.240
-0.02%
-
+5.28%
+0.04%
62947.588
 
VUG 		Vanguard Growth ETF
7,227
2706.330
-5.67%
2.110
-0.13%
-
+1.91%
+22.52%
134880.373
 

MARIPAU WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

MARIPAU WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVW 		iShares S&P 500 Growth ETF2024-06-30Add
+1.27%
●
79.31 ($86.21) 93.31
$94.90
10.08%
Add 79.28%
39,673
17,544
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-0.96%
●
497.53 ($525.83) 549.64
$572.99
8.97%
Reduce -12.66%
14,850
-2,152
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+0.90%
●
47.83 ($49.76) 51.21
$51.95
4.40%
Add 38.17%
84,763
23,416
EFV 		iShares MSCI EAFE Value ETF2024-06-30Reduce
-0.82%
●
52.34 ($54.36) 56.41
$56.93
4.73%
Reduce -36.03%
31,323
-17,645
ACIO 		Aptus Collared Investment Opportunity ETF2024-06-30Add
+0.76%
●
34.74 ($36.21) 37.83
$39.50
9.09%
Add 156.27%
42,041
25,636
COST 		Costco Wholesale Corp2024-06-30Sold Out
-0.69%
●
704.88 ($780.33) 870.75
$906.98
16.23%
Sold Out
0
-1,098
EFG 		iShares MSCI EAFE Growth ETF2024-06-30Add
+0.60%
●
97.17 ($102.22) 106.25
$105.27
2.98%
Add 33.16%
29,991
7,468
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30New Buy
+0.58%
●
159.21 ($164.49) 168.37
$177.44
7.87%
New holding
4,511
4,511
BKAG 		BNY Mellon Core Bond ETF2024-06-30New Buy
+0.56%
●
40.62 ($41.21) 41.8
$43.32
5.12%
New holding
17,179
17,179
DBB 		Invesco DB Base Metals Fund2024-06-30New Buy
+0.50%
●
18.05 ($20.2) 21.64
$19.81
-1.93%
New holding
31,662
31,662

MARIPAU WEALTH MANAGEMENT LLC Total Holding History ($B)

To

MARIPAU WEALTH MANAGEMENT LLC's Asset Allocation

To

MARIPAU WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MARIPAU WEALTH MANAGEMENT LLC's Hypothetical Growth since 2024-06-30

MARIPAU WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MARIPAU WEALTH MANAGEMENT LLC's Holdings Heat Map

Size field:

MARIPAU WEALTH MANAGEMENT LLC's Holdings Bubble Chart

MARIPAU WEALTH MANAGEMENT LLC News

  • 1

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