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| Name: |
MY PURPOSEFUL WEALTH CORP. |
| City: |
OMAHA |
| State: |
NE |
| Zip: |
68116 |
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data |
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Filing Period: |
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| Holdings
Found :
26 |
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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 |
Vanguard Growth VIPERS |
1 |
- |
$350.63 |
$43,708,000 |
126,984 |
26.03% |
14,912,000 |
34,358 |
0.047 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
2 |
- |
$532.13 |
$17,371,000 |
33,041 |
10.34% |
8,536,000 |
14,544 |
0.001 |
Closed - End Fund - E... |
|
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ITOT |
iShares Core S&P Total US |
3 |
- |
$116.35 |
$14,519,000 |
125,920 |
8.65% |
1,765,000 |
4,714 |
0.035 |
Closed - End Fund - E... |
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IWZ |
iShares Russell 3000 Growth |
6 |
- |
$119.55 |
$6,734,000 |
57,449 |
4.01% |
1,981,000 |
11,789 |
0.006 |
Closed - End Fund - E... |
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VOE |
Vanguard Mid-Cap Value ETF |
9 |
- |
$155.59 |
$5,085,000 |
32,612 |
3.03% |
554,000 |
1,365 |
0.037 |
Closed - End Fund - E... |
|
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IWF |
iShares Russell 1000 Growth |
10 |
- |
$342.87 |
$3,967,000 |
11,769 |
2.36% |
445,000 |
153 |
0.004 |
Closed - End Fund - E... |
|
|
IWP |
iShares Tr Russell MidCap Gr |
11 |
- |
$112.01 |
$3,811,000 |
33,385 |
2.27% |
485,000 |
1,543 |
0.004 |
Closed - End Fund - E... |
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SCHA |
Schwab Strategic Trust |
12 |
- |
$48.69 |
$3,220,000 |
65,397 |
1.92% |
800,000 |
14,163 |
0.005 |
Closed - End Fund - Debt |
|
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SLYV |
streetTRACKS Dow Jones US S... |
15 |
- |
$82.25 |
$2,351,000 |
28,331 |
1.4% |
252,000 |
3,138 |
0.071 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
16 |
- |
$416.94 |
$2,220,000 |
5,278 |
1.32% |
641,000 |
851 |
0 |
Property & Casualty I... |
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AAPL |
Apple Inc |
20 |
- |
$189.87 |
$1,847,000 |
10,772 |
1.1% |
219,000 |
2,317 |
0 |
Personal Computers |
|
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GWL |
St Spdr S&P Wld Xus |
21 |
- |
$36.53 |
$1,716,000 |
47,870 |
1.02% |
299,000 |
6,208 |
0.005 |
Closed - End Fund - E... |
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TMW |
SPDR Dow Jones Wilshire TOT... |
24 |
- |
$64.82 |
$1,309,000 |
20,405 |
0.78% |
120,000 |
64 |
0.021 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
27 |
- |
$420.21 |
$1,157,000 |
2,751 |
0.69% |
527,000 |
1,075 |
0 |
Application Software |
|
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EMM |
Global X Emerging Markets Etf |
30 |
- |
$27.73 |
$1,095,000 |
20,536 |
0.65% |
358,000 |
5,413 |
0.002 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
31 |
- |
$184.70 |
$943,000 |
5,230 |
0.56% |
177,000 |
192 |
0 |
Internet Software & S... |
|
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SPY |
Standard & Poors Depository... |
32 |
- |
$529.45 |
$869,000 |
1,661 |
0.52% |
84,000 |
10 |
0 |
Closed - End Fund - E... |
|
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SPYG |
SPDR Dow Jones Wilshire Lar... |
33 |
- |
$74.75 |
$836,000 |
11,430 |
0.5% |
217,000 |
1,917 |
0.001 |
Closed - End Fund - E... |
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SLYG |
SPDR Dow Jones Wilshire Sma... |
35 |
- |
$87.70 |
$710,000 |
8,144 |
0.42% |
33,000 |
46 |
0.032 |
Closed - End Fund - E... |
|
|
ELR |
streetTRACKS Series Trust -... |
37 |
- |
$62.27 |
$515,000 |
8,365 |
0.31% |
65,000 |
311 |
0.001 |
Closed - End Fund - E... |
|
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IJH |
iShares S&P MidCap 400 Index |
38 |
- |
$60.31 |
$492,000 |
8,105 |
0.29% |
46,000 |
6,495 |
0.003 |
Closed - End Fund - E... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
39 |
- |
$54.95 |
$489,000 |
9,468 |
0.29% |
70,000 |
1,179 |
0 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
43 |
- |
$243.09 |
$413,000 |
1,721 |
0.25% |
193,000 |
712 |
0.001 |
Closed - End Fund - E... |
|
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IWS |
iShares Tr Rssll Midcap Valu |
45 |
- |
$124.51 |
$404,000 |
3,226 |
0.24% |
33,000 |
36 |
0.003 |
Closed - End Fund - E... |
|
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VBK |
Vanguard Small Cap Gr VIPERS |
54 |
- |
$255.38 |
$250,000 |
958 |
0.15% |
22,000 |
16 |
0.002 |
Closed - End Fund - E... |
|
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TSLA |
Tesla Motors Inc |
55 |
- |
$177.81 |
$237,000 |
1,351 |
0.14% |
-85,000 |
57 |
0 |
Auto Manufacturers |
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