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  Name: MY PURPOSEFUL WEALTH CORP.
  City: OMAHA
  State: NE
  Zip: 68116
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $167,930,000
  Total Value Change : $24,108,000
  Securities Held Change : 8
   
All Securities Held : 58
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 57     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS - $343.54 $43,708,000 126,984 % 14,912,000 34,358 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $519.19 $17,371,000 33,041 % 8,536,000 14,544 0    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US - $113.68 $14,519,000 125,920 % 1,765,000 4,714 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS - $158.82 $7,401,000 45,443 % -5,526,000 -41,028 0    N/A
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value - $87.84 $6,959,000 76,944 % -4,208,000 -55,478 0    N/A
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth - $117.15 $6,734,000 57,449 % 1,981,000 11,789 0    N/A
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... - $48.63 $5,994,000 119,650 % -4,002,000 -94,727 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... - $256.25 $5,771,000 22,204 % 500,000 -14 0    N/A
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF - $151.80 $5,085,000 32,612 % 554,000 1,365 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth - $335.84 $3,967,000 11,769 % 445,000 153 0    N/A
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr - $110.32 $3,811,000 33,385 % 485,000 1,543 0    N/A
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust - $47.98 $3,220,000 65,397 % 800,000 14,163 0    N/A
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value - $155.65 $3,119,000 19,637 % -1,000 -452 0    N/A
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth - $261.01 $2,811,000 10,381 % 177,000 -62 0    N/A
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... - $80.52 $2,351,000 28,331 % 252,000 3,138 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B - $404.92 $2,220,000 5,278 % 641,000 851 0    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS - $243.64 $1,988,000 7,957 % 96,000 -177 0    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust - $61.29 $1,930,000 31,106 % -67,000 -4,303 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond New $96.26 $1,883,000 19,224 % 1,883,000 19,224 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $181.71 $1,847,000 10,772 % 219,000 2,317 0    N/A
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus - $35.70 $1,716,000 47,870 % 299,000 6,208 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER - $186.45 $1,668,000 8,692 % 11,000 -514 0    N/A
   (MDYV)1 Year Chart         MDYV streetTRACKS Series Trust -... - $73.99 $1,315,000 17,302 % -93,000 -1,888 0    N/A
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... - $63.32 $1,309,000 20,405 % 120,000 64 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF - $49.56 $1,262,000 25,161 % 16,000 -853 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe - $0.00 $1,190,000 16,031 % -38,000 -1,424 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $413.54 $1,157,000 2,751 % 527,000 1,075 0    N/A
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx - $129.12 $1,141,000 8,726 % 23,000 -208 0    N/A
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... - $230.19 $1,103,000 4,676 % 4,000 -329 0    N/A
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf - $27.18 $1,095,000 20,536 % 358,000 5,413 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $188.70 $943,000 5,230 % 177,000 192 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $516.57 $869,000 1,661 % 84,000 10 0    N/A
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... - $73.23 $836,000 11,430 % 217,000 1,917 0    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc New $181.67 $719,000 4,126 % 719,000 4,126 0    N/A
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... - $86.26 $710,000 8,144 % 33,000 46 0    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx - $81.72 $593,000 7,057 % 34,000 -137 0    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... - $60.76 $515,000 8,365 % 65,000 311 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index - $59.32 $492,000 8,105 % 46,000 6,495 0    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... - $53.45 $489,000 9,468 % 70,000 1,179 0    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp - $239.21 $446,000 1,812 % -4,000 -21 0    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust - $38.83 $424,000 10,865 % -53,000 -2,053 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... - $43.55 $423,000 10,124 % -3,000 -242 0    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS - $237.30 $413,000 1,721 % 193,000 712 0    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf New $50.11 $412,000 8,143 % 412,000 8,143 0    N/A
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu - $122.04 $404,000 3,226 % 33,000 36 0    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp New $72.90 $360,000 3,934 % 360,000 3,934 0    N/A
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter New $57.69 $349,000 5,959 % 349,000 5,959 0    N/A
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR - $89.35 $314,000 3,443 % 20,000 -267 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation New $921.40 $302,000 334 % 302,000 334 0    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... New $142.83 $296,000 2,174 % 296,000 2,174 0    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS - $516.83 $284,000 541 % 19,000 -7 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp New $30.97 $257,000 5,812 % 257,000 5,812 0    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS - $252.02 $250,000 958 % 22,000 16 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc - $184.76 $237,000 1,351 % -85,000 57 0    Auto Manufacturers
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value - $174.47 $232,000 1,295 % -41,000 -358 0    N/A
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf - $79.09 $216,000 2,651 % -34,000 -663 0    N/A
   (MLPA)1 Year Chart         MLPA Global X Mlp - $48.00 $201,000 4,177 % -55,000 -1,610 0    N/A
      57 Records Found
  1    
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