Mosley Wealth Management
CIK 2011849 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- IVV12.84%
- SPIP8.83%
- IUSB6.89%
- JPST5.02%
- XLSR4.06%
- EFV3.42%
- EFG2.80%
- AAPL2.75%
- IVW2.56%
- MBB2.50%
Share classes counted separately51.67%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $13.02M | 12.84% | 27.26K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPIPSS SPDR P TIPS ETFPORTFLI TIPS ETF View history and evidence | $8.95M | 8.83% | 350.04K shares | Prior unavailable — | — | ↗▾ |
| 03 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $6.99M | 6.89% | 151.67K shares | Prior unavailable — | — | ↗▾ |
| 04 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $5.09M | 5.02% | 101.32K shares | Prior unavailable — | — | ↗▾ |
| 05 | XLSRSS US SECTOR ROTATIONSPDR SSGA US SCT View history and evidence | $4.12M | 4.06% | 89.96K shares | Prior unavailable — | — | ↗▾ |
| 06 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $3.47M | 3.42% | 66.57K shares | Prior unavailable — | — | ↗▾ |
| 07 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $2.84M | 2.80% | 29.32K shares | Prior unavailable — | — | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $2.79M | 2.75% | 14.49K shares | Prior unavailable — | — | ↗▾ |
| 09 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $2.59M | 2.56% | 34.53K shares | Prior unavailable — | — | ↗▾ |
| 10 | MBBISHARES MBS ETFMBS ETF View history and evidence | $2.53M | 2.50% | 26.91K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2011849 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101404138
}Research all 92 reported holdings.
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