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Size ($ in 1000's)
At 12/31/2023: $115,023
At 09/30/2023: $108,712
Maripau Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Maripau Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Maripau Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Maripau Wealth Management LLC.
In the Maripau Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Maripau Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Maripau Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| PACER FDS TR |
558,073 |
+40,720 |
$14,443 | | PSFF | 558,073 | +40,720 | $14,443 | | ISHARES TR (IVV) |
19,118 |
+861 |
$9,131 | | IVV | 19,118 | +861 | $9,131 | | SPDR SER TR (SPLG) |
158,696 |
-348 |
$8,871 | | SPLG | 158,696 | -348 | $8,871 | | ISHARES TR (QUAL) |
30,373 |
+850 |
$4,469 | | QUAL | 30,373 | +850 | $4,469 | | ISHARES TR (IUSB) |
89,272 |
-4,773 |
$4,113 | | IUSB | 89,272 | -4,773 | $4,113 | | ISHARES TR (EFV) |
62,942 |
-10,214 |
$3,279 | | EFV | 62,942 | -10,214 | $3,279 | | ISHARES TR (TLT) |
32,482 |
-8,669 |
$3,212 | | TLT | 32,482 | -8,669 | $3,212 | | VANGUARD TAX MANAGED FDS (VEA) |
59,655 |
+494 |
$2,857 | | VEA | 59,655 | +494 | $2,857 | | VANGUARD INDEX FDS (VUG) |
8,531 |
-117 |
$2,652 | | VUG | 8,531 | -117 | $2,652 | | ISHARES TR (MBB) |
25,158 |
-1,368 |
$2,367 | | MBB | 25,158 | -1,368 | $2,367 | | ISHARES TR (EFG) |
23,074 |
-10,835 |
$2,235 | | EFG | 23,074 | -10,835 | $2,235 | | VANGUARD INDEX FDS (VTV) |
14,439 |
-41 |
$2,159 | | VTV | 14,439 | -41 | $2,159 | | ISHARES INC (IEMG) |
41,479 |
-5,304 |
$2,098 | | IEMG | 41,479 | -5,304 | $2,098 | | SCHWAB STRATEGIC TR |
38,894 |
-7,854 |
$1,813 | | SCHZ | 38,894 | -7,854 | $1,813 | | ISHARES TR (ESGU) |
17,221 |
-762 |
$1,807 | | ESGU | 17,221 | -762 | $1,807 | | ISHARES GOLD TR (IAUM) |
86,985 |
-20,556 |
$1,792 | | IAUM | 86,985 | -20,556 | $1,792 | | VANGUARD CHARLOTTE FDS (BNDX) |
30,103 |
-1,223 |
$1,486 | | BNDX | 30,103 | -1,223 | $1,486 | | ISHARES TR (TFLO) |
28,167 |
-1,263 |
$1,422 | | TFLO | 28,167 | -1,263 | $1,422 | | ETF SER SOLUTIONS (JUCY) |
59,270 |
+59,270 |
$1,403 | | JUCY | 59,270 | +59,270 | $1,403 | | VANGUARD BD INDEX FDS (BSV) |
17,826 |
-791 |
$1,373 | | BSV | 17,826 | -791 | $1,373 | | ISHARES TR (IYW) |
10,927 |
+1,947 |
$1,341 | | IYW | 10,927 | +1,947 | $1,341 | | SPDR S&P 500 ETF TR (SPY) |
2,714 |
-200 |
$1,290 | | SPY | 2,714 | -200 | $1,290 | | INVESCO QQQ TR |
2,788 |
-1,105 |
$1,142 | | QQQ | 2,788 | -1,105 | $1,142 | | MICROSOFT CORP |
2,990 |
+426 |
$1,124 | | MSFT | 2,990 | +426 | $1,124 | | APPLE INC |
5,792 |
-3,629 |
$1,115 | | AAPL | 5,792 | -3,629 | $1,115 | | VANGUARD INDEX FDS (VOO) |
2,486 |
-794 |
$1,086 | | VOO | 2,486 | -794 | $1,086 | | VANGUARD SCOTTSDALE FDS (VMBS) |
21,283 |
-952 |
$987 | | VMBS | 21,283 | -952 | $987 | | NVIDIA CORPORATION |
1,940 |
+999 |
$961 | | NVDA | 1,940 | +999 | $961 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
21,269 |
+21,269 |
$949 | | FIXD | 21,269 | +21,269 | $949 | | VANGUARD INTL EQUITY INDEX F (VWO) |
23,073 |
+200 |
$948 | | VWO | 23,073 | +200 | $948 | | ISHARES TR (USMV) |
11,386 |
-5,000 |
$888 | | USMV | 11,386 | -5,000 | $888 | | ISHARES TR (OEF) |
3,947 |
+3,947 |
$882 | | OEF | 3,947 | +3,947 | $882 | | ISHARES TR (IVW) |
10,726 |
+223 |
$806 | | IVW | 10,726 | +223 | $806 | | VANGUARD SCOTTSDALE FDS (VCSH) |
10,042 |
+2,018 |
$777 | | VCSH | 10,042 | +2,018 | $777 | | VANGUARD INDEX FDS (VB) |
3,630 |
+152 |
$774 | | VB | 3,630 | +152 | $774 | | ISHARES TR (IWY) |
4,270 |
-467 |
$748 | | IWY | 4,270 | -467 | $748 | | VANGUARD BD INDEX FDS (BIV) |
9,131 |
-305 |
$697 | | BIV | 9,131 | -305 | $697 | | ISHARES TR (IXUS) |
10,484 |
-1,066 |
$681 | | IXUS | 10,484 | -1,066 | $681 | | ISHARES TR (IEFA) |
9,514 |
-1,596 |
$669 | | IEFA | 9,514 | -1,596 | $669 | | AMAZON COM INC |
4,320 |
+617 |
$656 | | AMZN | 4,320 | +617 | $656 | | VANGUARD BD INDEX FDS (BLV) |
8,603 |
-332 |
$642 | | BLV | 8,603 | -332 | $642 | | GOLDMAN SACHS ETF TR (GBIL) |
6,304 |
+2,067 |
$629 | | GBIL | 6,304 | +2,067 | $629 | | EXCHANGE LISTED FDS TR (TDSD) |
26,383 |
-614 |
$606 | | TDSD | 26,383 | -614 | $606 |  BERKSHIRE HATHAWAY INC DEL |
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$586 | | BRK.B | 1,644 | +422 | $586 | | ISHARES TR (GOVT) |
25,111 |
-13,259 |
$579 | | GOVT | 25,111 | -13,259 | $579 | | ISHARES TR (USIG) |
10,697 |
-1,530 |
$548 | | USIG | 10,697 | -1,530 | $548 | | FORD MTR CO DEL |
44,154 |
+30,643 |
$538 | | F | 44,154 | +30,643 | $538 | | ISHARES TR (AGG) |
5,398 |
-351 |
$536 | | AGG | 5,398 | -351 | $536 | | META PLATFORMS INC |
1,505 |
+606 |
$533 | | META | 1,505 | +606 | $533 | | ISHARES TR (IJH) |
1,888 |
-2,106 |
$523 | | IJH | 1,888 | -2,106 | $523 |
See Full List: All Stocks Held By Maripau Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Maripau Wealth Management LLC
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