The Analysis of McNaughton Wealth Management, LLC's Holdings
Currently, McNaughton Wealth Management, LLC holds 71 types of securities in its portfolio with a total value $242.9M. In the most recent quarter, they have increased their positions in IVE (+18.8K shares, valued at $4.0M), IEMG (+31.0K shares, valued at $2.1M), SPMO (+13.2K shares, valued at $1.6M); decreased their positions in QUAL (-21.8K shares, valued at $4.3M), EFV (-29.0K shares, valued at $2.1M), TLH (-11.2K shares, valued at $1.1M); initiated new positions in SYSB (+6.4K shares, valued at $575.1K), VTES (+2.8K shares, valued at $289.0K), GBCI (+5.5K shares, valued at $242.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS250.4K shares0.68%2025-12-312026-01-12
IVW ISHARES TR143.4K shares0.94%2025-12-312026-01-12 IVE ISHARES TR80.5K shares30.58%2025-12-312026-01-12 DYNF BLACKROCK ETF TRUST232.9K shares9.46%2025-12-312026-01-12 XLG INVESCO EXCHANGE TRADED FD T166.9K shares4.85%2025-12-312026-01-12 IEMG ISHARES INC137.9K shares28.94%2025-12-312026-01-12 VO VANGUARD INDEX FDS30.8K shares0.83%2025-12-312026-01-12 BINC BLACKROCK ETF TRUST II143.0K shares5.90%2025-12-312026-01-12 QUAL ISHARES TR32.1K shares-40.51%2025-12-312026-01-12 ARTY ISHARES TR128.0K shares13.12%2025-12-312026-01-12 MBB ISHARES TR60.0K shares0.08%2025-12-312026-01-12 VB VANGUARD INDEX FDS21.2K shares14.27%2025-12-312026-01-12 SPYG SPDR SERIES TRUST46.7K shares1.79%2025-12-312026-01-12 VYM VANGUARD WHITEHALL FDS33.6K shares3.44%2025-12-312026-01-12 SPMO INVESCO EXCH TRADED FD TR II40.3K shares48.60%2025-12-312026-01-12 IVV ISHARES TR7.0K shares1.17%2025-12-312026-01-12 USMV ISHARES TR49.4K shares-0.12%2025-12-312026-01-12 GLDM WORLD GOLD TR53.3K shares2.69%2025-12-312026-01-12 BNDX VANGUARD CHARLOTTE FDS78.7K shares0.71%2025-12-312026-01-12 EFV ISHARES TR52.1K shares-35.75%2025-12-312026-01-12 NVDA NVIDIA CORPORATION17.8K shares2.14%2025-12-312026-01-12 BSV VANGUARD BD INDEX FDS41.7K shares0.84%2025-12-312026-01-12 TLH ISHARES TR32.1K shares-25.81%2025-12-312026-01-12 MUB ISHARES TR29.3K shares-1.03%2025-12-312026-01-12 VTEB VANGUARD MUN BD FDS59.6K shares-6.74%2025-12-312026-01-12 PPA INVESCO EXCHANGE TRADED FD T17.0K shares13.48%2025-12-312026-01-12 SMLV SPDR SERIES TRUST19.7K shares-18.43%2025-12-312026-01-12 SHM SPDR SERIES TRUST53.7K shares-3.44%2025-12-312026-01-12 AAPL APPLE INC9.2K shares-0.23%2025-12-312026-01-12 AGG ISHARES TR24.3K shares-2.96%2025-12-312026-01-12 LGLV SPDR SERIES TRUST13.5K shares-19.51%2025-12-312026-01-12 ALPHABET INC ALPHABET INC7.1K shares-2.83%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.6.4K shares4.63%2025-12-312026-01-12 AMZN AMAZON COM INC8.2K shares9.95%2025-12-312026-01-12 EFAV ISHARES TR21.8K shares0.07%2025-12-312026-01-12 MSFT MICROSOFT CORP3.9K shares7.12%2025-12-312026-01-12 PWZ INVESCO EXCH TRADED FD TR II75.9K shares-4.07%2025-12-312026-01-12 SPDW SPDR INDEX SHS FDS41.0K shares4.96%2025-12-312026-01-12 EMB ISHARES TR18.7K shares-0.37%2025-12-312026-01-12 VGT VANGUARD WORLD FD2.4K shares0.85%2025-12-312026-01-12 META META PLATFORMS INC2.6K shares17.88%2025-12-312026-01-12 TSLA TESLA INC3.7K shares4.96%2025-12-312026-01-12 MTUM ISHARES TR6.2K shares0.00%2025-12-312026-01-12 CMF ISHARES TR26.7K shares-8.30%2025-12-312026-01-12 SDY SPDR SERIES TRUST10.7K shares-0.64%2025-12-312026-01-12 SPEM SPDR INDEX SHS FDS31.6K shares5.16%2025-12-312026-01-12 SUB ISHARES TR13.4K shares-14.17%2025-12-312026-01-12 BROADCOM INC BROADCOM INC4.1K shares6.94%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS21.1K shares14.33%2025-12-312026-01-12 ICF ISHARES TR21.4K shares-11.96%2025-12-312026-01-12 QCOM QUALCOMM INC5.0K shares0.56%2025-12-312026-01-12 IJR ISHARES TR5.9K shares0.05%2025-12-312026-01-12 IWR ISHARES TR6.5K shares-4.12%2025-12-312026-01-12 GOVT ISHARES TR26.6K shares5.54%2025-12-312026-01-12 ICVT ISHARES TR6.0K shares25.21%2025-12-312026-01-12 SYSB ISHARES TR6.4K sharesnew addition2025-12-312026-01-12 ITOT ISHARES TR3.6K shares0.28%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR737 shares0.00%2025-12-312026-01-12 IJH ISHARES TR5.6K shares0.00%2025-12-312026-01-12 VNQ VANGUARD INDEX FDS3.3K shares-16.95%2025-12-312026-01-12 VTES VANGUARD WELLINGTON FD2.8K sharesnew addition2025-12-312026-01-12 SPTM SPDR SERIES TRUST3.4K shares-0.12%2025-12-312026-01-12 NFLX NETFLIX INC2.9K shares1110.37%2025-12-312026-01-12 GBCI GLACIER BANCORP INC NEW5.5K sharesnew addition2025-12-312026-01-12 XSLV INVESCO EXCH TRADED FD TR II4.8K shares0.00%2025-12-312026-01-12 XLK SELECT SECTOR SPDR TR1.5K shares100.00%2025-12-312026-01-12 VDC VANGUARD WORLD FD1.0K shares0.00%2025-12-312026-01-12 ORCL ORACLE CORP1.0K shares2.44%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available