Filer Name: MGO PRIVATE WEALTH, LLC
CIK: 1952532
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 58
Portfolio Value: $0.14B

Mgo Private Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VOO US VANGUARD S&P 500 ETF 57,797 $31M 22.16% 0.3% -
BND US VANGUARD TOTAL BOND MARKET 152,235 $11M 7.79% 12.1% -
AGG US ISHARES CORE U.S. AGGREGATE 106,941 $10M 7.37% -0.6% -
VGIT US VANGUARD INTERMEDIATE-TERM T 122,049 $7M 5.04% -39.7% -
SPY US SPDR S&P 500 ETF TRUST 11,491 $7M 4.79% -2.7% -
VPL US VANGUARD FTSE PACIFIC ETF 84,049 $6M 4.25% 0.7% -
AAPL US APPLE INC 23,322 $6M 4.15% -3.3% -
VGK US VANGUARD FTSE EUROPE ETF 90,912 $6M 4.11% -8.1% -
VWO US VANGUARD FTSE EMERGING MARKE 106,795 $5M 3.35% 3.2% -
BXSL US BLACKSTONE SECURED LENDING F 119,351 $4M 2.74% 7.2% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 67,635 $3M 2.41% 1.9% -
VO US VANGUARD MID-CAP ETF 10,239 $3M 1.92% -3.6% -
AMZN US AMAZON.COM INC 11,667 $3M 1.82% 0.5% -
VTES US VANGUARD SH TERM TAX-EX BOND 25,147 $3M 1.79% 53.7% -
LTPZ US PIMCO 15+ YR US TIPS INDX 44,966 $2M 1.67% 100.0% -
VWOB US VANGUARD EMERG MKTS GOV BND 31,001 $2M 1.39% 20.3% -
SPIB US SPDR PORT INT CORP BOND ETF 57,429 $2M 1.34% 6.9% -
XLE US ENERGY SELECT SECTOR SPDR 21,443 $2M 1.31% 1.9% -
IEUR US ISHARES CORE MSCI EUROPE ETF 31,675 $2M 1.22% -6.6% -
IEMG US ISHARES CORE MSCI EMERGING 30,825 $2M 1.15% -3.8% -
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