MGO Private Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Irvine, CA
CIK
0001952532
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 74 145,472 VOO, AGG, BND, VGIT 13F-HR 2/5/2024 000195175724000197
Q3 2023 68 133,936 VOO, BND, VPL, VGK 13F-HR 11/1/2023 000195175723000669
Q2 2023 68 132,842 VOO, BND, SPY, VGK 13F-HR 7/13/2023 000195175723000337
Q1 2023 73 127,579 VOO, BND, SPY, VGK 13F-HR 4/17/2023 000195175723000170
Q4 2022 128 219,124 SPY, VOO, BND, BSV 13F-HR 2/2/2023 000195253223000001
Q3 2022 130 210,240 SPY, BSV, AGG, BND 13F-HR 11/14/2022 000195253222000001