Mgo Private Wealth, LLC Top Holdings and 13F Report (2023) About Mgo Private Wealth, LLCInvestment ActivityMgo Private Wealth, LLC has $20.70 million in total holdings as of December 31, 2022.Mgo Private Wealth, LLC owns shares of 28 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 8.49% of the portfolio was purchased this quarter.About 5.49% of the portfolio was sold this quarter.This quarter, Mgo Private Wealth, LLC has purchased 25 new stocks and bought additional shares in 4 stocks.Mgo Private Wealth, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $5,797,483Vanguard Total Bond Market ETF $2,061,439Vanguard FTSE Europe ETF $1,421,259iShares Core U.S. Aggregate Bond ETF $1,373,709Vanguard FTSE Pacific ETF $1,170,925 Largest New Holdings this Quarter 22788C105 - CrowdStrike $364,759 Holding023135106 - Amazon.com $252,819 Holding11135F951 - BROADCOM INC $211,200 Holding46137V241 - Invesco S&P 500 Quality ETF $209,500 Holding Largest Purchases this Quarter CrowdStrike 1,620 shares (about $364.76K)Vanguard Mid-Cap ETF 3,308 shares (about $273.67K)Amazon.com 909 shares (about $252.82K)iShares TIPS Bond ETF 2,267 shares (about $242.25K)BROADCOM INC 500 shares (about $211.20K) Largest Sales this Quarter Vanguard S&P 500 ETF 286 shares (about $203.25K)Apple 649 shares (about $200.02K)Vanguard Emerging Markets Government Bond ETF 1,947 shares (about $128.42K)Vanguard FTSE Emerging Markets ETF 877 shares (about $52.91K)iShares 7-10 Year Treasury Bond ETF 534 shares (about $49.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMgo Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$5,797,483$203,246 â–¼-3.4%8,15828.0%ETFBNDVanguard Total Bond Market ETF$2,061,439$183,114 â–²9.7%28,57210.0%ETFVGKVanguard FTSE Europe ETF$1,421,259$43,731 â–¼-3.0%15,4056.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,373,709$2,431 â–¼-0.2%14,1276.6%ETFVPLVanguard FTSE Pacific ETF$1,170,925$35,008 â–¼-2.9%10,4025.7%ETFXLEEnergy Select Sector SPDR Fund$743,317$10,651 â–¼-1.4%12,3523.6%ETFTIPiShares TIPS Bond ETF$698,321$242,248 â–²53.1%6,5353.4%ETFVWOVanguard FTSE Emerging Markets ETF$663,998$52,910 â–¼-7.4%11,0063.2%ETFAAPLApple$469,991$200,016 â–¼-29.9%1,5252.3%TechnologySPYSPDR S&P 500 ETF Trust$467,621$20,096 â–²4.5%6052.3%ETFTUASimplify Short Term Treasury Futures Strategy ETF$447,1210.0%22,0042.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$440,285$18,378 â–¼-4.0%5,5342.1%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$435,256$3,826 â–¼-0.9%5,9162.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$424,470$49,534 â–¼-10.5%4,5762.1%ETFEUSAiShares MSCI USA Equal Weighted ETF$414,2980.0%3,5112.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$407,963$128,424 â–¼-23.9%6,1852.0%ETFVOVanguard Mid-Cap ETF$370,630$273,671 â–²282.3%4,4801.8%ETFCRWDCrowdStrike$364,759$364,759 â–²New Holding1,6201.8%TechnologyNVIDIA CORPORATION$326,3250.0%1,5001.6%PUTQQQInvesco QQQ$299,882$7,209 â–¼-2.3%4161.4%ETFEWCiShares MSCI Canada ETF$279,573$10,824 â–¼-3.7%4,5461.4%ETFNVDANVIDIA$267,5870.0%1,2301.3%TechnologyAMZNAmazon.com$252,819$252,819 â–²New Holding9091.2%Consumer DiscretionaryVGITVanguard Intermediate-Term Treasury ETF$238,4000.0%4,0921.2%ETFBSVVanguard Short-Term Bond ETF$231,3730.0%2,9871.1%ETFLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$212,945$25,593 â–¼-10.7%4,4681.0%ETFBROADCOM INC$211,200$211,200 â–²New Holding5001.0%PUTSPHQInvesco S&P 500 Quality ETF$209,500$209,500 â–²New Holding2,4361.0%ETFBXSLBlackstone Secured Lending Fund$0$343,979 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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