Mgo Private Wealth, LLC Top Holdings and 13F Report (2023) About Mgo Private Wealth, LLCInvestment ActivityMgo Private Wealth, LLC has $18.61 million in total holdings as of December 31, 2022.Mgo Private Wealth, LLC owns shares of 25 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.90% of the portfolio was purchased this quarter.About 762.91% of the portfolio was sold this quarter.This quarter, Mgo Private Wealth, LLC has purchased 67 new stocks and bought additional shares in 0 stocks.Mgo Private Wealth, LLC sold shares of 23 stocks and completely divested from 44 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $5,045,712Vanguard Total Bond Market ETF $1,917,118iShares Core U.S. Aggregate Bond ETF $1,404,869Vanguard FTSE Europe ETF $1,308,889Vanguard FTSE Pacific ETF $1,046,957 Largest New Holdings this Quarter 82889N657 - Simplify Short Term Treasury Futures Strategy ETF $464,284 Holding67066G954 - NVIDIA CORPORATION $261,600 Holding Largest Purchases this Quarter Simplify Short Term Treasury Futures Strategy ETF 22,004 shares (about $464.28K)NVIDIA CORPORATION 1,500 shares (about $261.60K) Largest Sales this Quarter Vanguard S&P 500 ETF 50,892 shares (about $30.41M)Vanguard Total Bond Market ETF 146,854 shares (about $10.81M)iShares Core U.S. Aggregate Bond ETF 81,432 shares (about $8.08M)Vanguard FTSE Pacific ETF 70,350 shares (about $6.88M)Vanguard FTSE Europe ETF 78,512 shares (about $6.47M) 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$5,045,712$30,410,513 â–¼-85.8%8,44427.1%ETFBNDVanguard Total Bond Market ETF$1,917,118$10,814,183 â–¼-84.9%26,03410.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,404,869$8,083,754 â–¼-85.2%14,1527.5%FinanceVGKVanguard FTSE Europe ETF$1,308,889$6,471,660 â–¼-83.2%15,8797.0%ETFVPLVanguard FTSE Pacific ETF$1,046,957$6,875,145 â–¼-86.8%10,7135.6%ETFXLEEnergy Select Sector SPDR Fund$767,548$1,888,025 â–¼-71.1%12,5294.1%ETFVWOVanguard FTSE Emerging Markets ETF$642,295$5,279,110 â–¼-89.2%11,8833.5%ETFAAPLApple$551,844$4,382,007 â–¼-88.8%2,1743.0%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$534,191$1,807,394 â–¼-77.2%8,1322.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$487,698$5,750,732 â–¼-92.2%5,1102.6%ETFTIPiShares TIPS Bond ETF$470,989$2,194,601 â–¼-82.3%4,2682.5%ETFTUASimplify Short Term Treasury Futures Strategy ETF$464,284$464,284 â–²New Holding22,0042.5%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$441,290$1,113,577 â–¼-71.6%5,9682.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$402,109$1,584,023 â–¼-79.8%5,7652.2%ETFSPYSPDR S&P 500 ETF Trust$376,742$5,849,586 â–¼-93.9%5792.0%FinanceEUSAiShares MSCI USA Equal Weighted ETF$357,314$2,251,862 â–¼-86.3%3,5111.9%ETFBXSLBlackstone Secured Lending Fund$343,979$2,266,424 â–¼-86.8%14,5201.8%FinanceVOVanguard Mid-Cap ETF$336,575$2,482,959 â–¼-88.1%1,1721.8%ETFNVIDIA CORPORATION$261,600$261,600 â–²New Holding1,5001.4%PUTEWCiShares MSCI Canada ETF$258,707$1,668,940 â–¼-86.6%4,7221.4%ETFLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$255,405$986,511 â–¼-79.4%5,0051.4%ETFQQQInvesco QQQ$245,879$723,207 â–¼-74.6%4261.3%FinanceVGITVanguard Intermediate-Term Treasury ETF$243,679$803,033 â–¼-76.7%4,0921.3%ETFBSVVanguard Short-Term Bond ETF$234,211$87,427 â–¼-27.2%2,9871.3%ETFNVDANVIDIA$214,512$1,742,430 â–¼-89.0%1,2301.2%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$0$5,000,131 â–¼-100.0%00.0%ETFVTEBVanguard Tax-Exempt Bond ETF$0$4,512,823 â–¼-100.0%00.0%ETFAMZNAmazon.com$0$2,857,350 â–¼-100.0%00.0%Retail/WholesaleIEURiShares Core MSCI Europe ETF$0$1,886,648 â–¼-100.0%00.0%ETFCRWDCrowdStrike$0$1,672,067 â–¼-100.0%00.0%Computer and TechnologyVNQVanguard Real Estate ETF$0$1,657,506 â–¼-100.0%00.0%ETFGOOGLAlphabet$0$1,598,273 â–¼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$1,230,478 â–¼-100.0%00.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$0$1,080,973 â–¼-100.0%00.0%ETFDTDWisdomTree U.S. Total Dividend Fund$0$1,023,300 â–¼-100.0%00.0%FinanceGLDSPDR Gold Shares$0$921,817 â–¼-100.0%00.0%FinanceEWLiShares MSCI Switzerland ETF$0$826,549 â–¼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$792,679 â–¼-100.0%00.0%FinanceTSLATesla$0$684,024 â–¼-100.0%00.0%Auto/Tires/TrucksCOSTCostco Wholesale$0$681,249 â–¼-100.0%00.0%Retail/WholesaleTLHiShares 10-20 Year Treasury Bond ETF$0$662,278 â–¼-100.0%00.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$0$655,069 â–¼-100.0%00.0%ETFMETAMeta Platforms$0$625,105 â–¼-100.0%00.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$0$606,839 â–¼-100.0%00.0%CL AURAGlobal X Uranium ETF$0$574,590 â–¼-100.0%00.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$0$451,281 â–¼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$448,852 â–¼-100.0%00.0%FinanceVCSHVanguard Short-Term Corporate Bond ETF$0$440,034 â–¼-100.0%00.0%ETFIXCiShares Global Energy ETF$0$370,577 â–¼-100.0%00.0%ETFEPIWisdomTree India Earnings Fund$0$367,265 â–¼-100.0%00.0%FinanceSPHYSPDR Portfolio High Yield Bond ETF$0$353,653 â–¼-100.0%00.0%ETFALCCAltC Acquisition$0$332,895 â–¼-100.0%00.0%EnergySMHVanEck Semiconductor ETF$0$325,558 â–¼-100.0%00.0%ManufacturingDISWalt Disney$0$314,894 â–¼-100.0%00.0%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$0$303,715 â–¼-100.0%00.0%ETFNFLXNetflix$0$296,282 â–¼-100.0%00.0%Consumer DiscretionaryAVGOBroadcom$0$289,340 â–¼-100.0%00.0%Computer and TechnologyVUGVanguard Growth ETF$0$272,714 â–¼-100.0%00.0%ETFGOOGAlphabet$0$243,509 â–¼-100.0%00.0%Computer and TechnologyPMLPIMCO Municipal Income Fund II$0$233,929 â–¼-100.0%00.0%Financial ServicesWALMART INC$0$229,286 â–¼-100.0%00.0%COMHOODRobinhood Markets$0$228,688 â–¼-100.0%00.0%FinanceVGSHVanguard Short-Term Treasury ETF$0$228,107 â–¼-100.0%00.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$223,474 â–¼-100.0%00.0%ManufacturingMAMastercard$0$216,364 â–¼-100.0%00.0%Business ServicesIJRiShares Core S&P Small-Cap ETF$0$210,075 â–¼-100.0%00.0%ETFUNHUnitedHealth Group$0$206,649 â–¼-100.0%00.0%MedicalSOXXiShares Semiconductor ETF$0$202,975 â–¼-100.0%00.0%ETFSTGWStagwell$0$155,003 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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