McNaughton Wealth Management, LLC
70 holdingsFiling period: 2026-03-31Current AUM: $266.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 259.3K | $19.1M | $18.7M | 7.03% | +8.9K | 2026-03-31 |
| 2 | IVW | ISHARES TR | 147.7K | $16.7M | $20.0M | 7.50% | +4.4K | 2026-03-31 |
| 3 | IVE | ISHARES TR | 76.3K | $16.1M | $17.7M | 6.64% | -4,135 | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 22.7K | $13.6M | $15.6M | 5.85% | +11.6K | 2026-03-31 |
| 5 | DYNF | BLACKROCK ETF TRUST | 193.9K | $11.3M | $13.1M | 4.91% | -38,936 | 2026-03-31 |
| 6 | VO | VANGUARD INDEX FDS | 30.2K | $8.7M | $9.8M | 3.67% | -635 | 2026-03-31 |
| 7 | IEMG | ISHARES INC | 119.8K | $8.4M | $9.3M | 3.49% | -18,140 | 2026-03-31 |
| 8 | BINC | BLACKROCK ETF TRUST II | 135.8K | $7.1M | $7.1M | 2.65% | -7,161 | 2026-03-31 |
| 9 | EFV | ISHARES TR | 85.6K | $6.4M | $6.9M | 2.60% | +33.6K | 2026-03-31 |
| 10 | ARTY | ISHARES TR | 131.2K | $6.1M | $8.7M | 3.28% | +3.2K | 2026-03-31 |
| 11 | MBB | ISHARES TR | 61.6K | $5.8M | $5.7M | 2.15% | +1.6K | 2026-03-31 |
| 12 | VB | VANGUARD INDEX FDS | 22.3K | $5.8M | $6.6M | 2.47% | +1.1K | 2026-03-31 |
| 13 | QUAL | ISHARES TR | 30.2K | $5.8M | $6.6M | 2.49% | -1,861 | 2026-03-31 |
| 14 | GOVT | ISHARES TR | 245.1K | $5.6M | $5.5M | 2.07% | +218.5K | 2026-03-31 |
| 15 | VYM | VANGUARD WHITEHALL FDS | 33.8K | $5.0M | $5.5M | 2.06% | +267 | 2026-03-31 |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | 42.6K | $4.8M | $6.1M | 2.30% | +2.3K | 2026-03-31 |
| 17 | SPYG | SPDR SERIES TRUST | 48.0K | $4.7M | $5.6M | 2.11% | +1.3K | 2026-03-31 |
| 18 | IVV | ISHARES TR | 7.0K | $4.5M | $5.2M | 1.96% | -51 | 2026-03-31 |
| 19 | USMV | ISHARES TR | 46.8K | $4.3M | $4.6M | 1.72% | -2,623 | 2026-03-31 |
| 20 | PPA | INVESCO EXCHANGE TRADED FD T | 24.8K | $4.1M | $4.3M | 1.62% | +7.8K | 2026-03-31 |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | 83.4K | $4.0M | $4.0M | 1.50% | +4.7K | 2026-03-31 |
| 22 | BSV | VANGUARD BD INDEX FDS | 45.0K | $3.5M | $3.5M | 1.31% | +3.3K | 2026-03-31 |
| 23 | TLH | ISHARES TR | 34.7K | $3.5M | $3.3M | 1.26% | +2.6K | 2026-03-31 |
| 24 | EFG | ISHARES TR | 31.3K | $3.5M | $3.8M | 1.43% | -- | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION | 18.8K | $3.3M | $3.8M | 1.42% | +996 | 2026-03-31 |
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