MW

MARIPAU WEALTH MANAGEMENT LLC

13F
MARIPAU WEALTH MANAGEMENT LLC
Last update 2024-10-21 44 Stocks (0 new)
Value $92.00 Mil Turnover 14 %
Countries:
Top Holdings: SPLG(11.02%)IVV(8.19%)IUSB(6.59%)VEA(6.23%)QUAL(4.99%)
Portfolio Report
Summary Stock Picks Current Portfolio
MARIPAU WEALTH MANAGEMENT LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
149,951
10123.180
+12.24%
11.020
+1.20%
0.020
+7.48%
+22.56%
48801.286
 
IVV 		iShares Core S&P 500 ETF
13,052
7528.710
-12.11%
8.190
-0.77%
0.000
+7.42%
+22.54%
549284.371
 
IUSB 		iShares Core Total USD Bond Market ETF
128,562
6057.830
+10.92%
6.590
+0.65%
0.020
+0.19%
-0.22%
33193.189
 
VEA 		Vanguard FTSE Developed Markets ETF
108,467
5728.170
+27.97%
6.230
+1.36%
0.000
+0.71%
+5.48%
137545.754
 
QUAL 		iShares MSCI USA Quality Factor ETF
25,570
4584.690
-6.55%
4.990
-0.24%
0.010
+6.97%
+22.60%
50043.049
 
IVW 		iShares S&P 500 Growth ETF
35,982
3445.290
-9.30%
3.750
-0.27%
0.010
+10.82%
+31.16%
54907.448
 
EFV 		iShares MSCI EAFE Value ETF
56,057
3224.950
+78.96%
3.510
+1.55%
0.020
+1.12%
+6.10%
19236.433
 
AAPL 		Apple Inc
13,465
3137.400
+24.09%
3.410
+0.66%
0.000
+5.80%
+20.55%
3512765.334
Hardware
ACIO 		Aptus Collared Investment Opportunity ETF
78,821
3132.360
+87.49%
3.410
+1.59%
0.220
+6.64%
+21.25%
1464.644
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
62,825
3107.960
-0.74%
3.380
-0.02%
0.030
+9.46%
+28.33%
12770.572
 

MARIPAU WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

MARIPAU WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG 		Vanguard Growth ETF2024-09-30Sold Out
-2.11%
●
341.08 ($371.89) 391.94
$396.39
6.59%
Sold Out
0
-7,227
ACIO 		Aptus Collared Investment Opportunity ETF2024-09-30Add
+1.59%
●
36.82 ($38.54) 39.74
$40.21
4.33%
Add 87.49%
78,821
36,780
EFV 		iShares MSCI EAFE Value ETF2024-09-30Add
+1.55%
●
51.72 ($55.22) 57.96
$55.28
0.11%
Add 78.96%
56,057
24,734
MSFT 		Microsoft Corp2024-09-30Sold Out
-1.53%
●
395.15 ($427.47) 467.56
$437.26
2.29%
Sold Out
0
-4,388
SPY 		S&P 500 ETF TRUST ETF2024-09-30Sold Out
-1.52%
●
517.38 ($552.93) 573.76
$582.13
5.28%
Sold Out
0
-3,560
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+1.36%
●
47.6 ($50.85) 53.31
$50.54
-0.61%
Add 27.97%
108,467
23,704
IVE 		iShares S&P 500 Value ETF2024-09-30Sold Out
-1.33%
●
181.06 ($189.95) 197.17
$196.29
3.34%
Sold Out
0
-9,382
VOO 		Vanguard S&P 500 ETF2024-09-30Sold Out
-1.28%
●
475.2 ($508.3) 527.7
$535.14
5.28%
Sold Out
0
-3,272
IYW 		iShares U.S. Technology ETF2024-09-30Sold Out
-1.27%
●
133.16 ($147.06) 158.73
$157.16
6.86%
Sold Out
0
-10,765
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Add
+1.20%
●
60.84 ($65.03) 67.51
$68.44
5.25%
Add 12.24%
149,951
16,347

MARIPAU WEALTH MANAGEMENT LLC Total Holding History ($B)

To

MARIPAU WEALTH MANAGEMENT LLC's Asset Allocation

To

MARIPAU WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MARIPAU WEALTH MANAGEMENT LLC's Hypothetical Growth since 2024-09-30

MARIPAU WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MARIPAU WEALTH MANAGEMENT LLC's Holdings Heat Map

Size field:

MARIPAU WEALTH MANAGEMENT LLC's Holdings Bubble Chart

MARIPAU WEALTH MANAGEMENT LLC News

  • 1

Discussions on MARIPAU WEALTH MANAGEMENT LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.