0001765380-19-000044.txt : 20190424
0001765380-19-000044.hdr.sgml : 20190424
20190424145214
ACCESSION NUMBER: 0001765380-19-000044
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190424
DATE AS OF CHANGE: 20190424
EFFECTIVENESS DATE: 20190424
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MA Private Wealth
CENTRAL INDEX KEY: 0001767474
IRS NUMBER: 824185676
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19069
FILM NUMBER: 19763620
BUSINESS ADDRESS:
STREET 1: 1355 A SAN CARLOS AVENUE
CITY: SAN CARLOS
STATE: CA
ZIP: 94070
BUSINESS PHONE: 650-232-2021
MAIL ADDRESS:
STREET 1: 1355 A SAN CARLOS AVENUE
CITY: SAN CARLOS
STATE: CA
ZIP: 94070
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001767474
XXXXXXXX
03-31-2019
03-31-2019
MA Private Wealth
1355 A SAN CARLOS AVENUE
SAN CARLOS
CA
94070
13F HOLDINGS REPORT
028-19069
N
Madeline Hedges
Compliance Officer
5138325467
/s/ Madeline Hedges
Cincinnati
OH
04-24-2019
0
91
315100
false
INFORMATION TABLE
2
MAPW.xml
ABBVIE INC
COM
00287Y109
454
5630
SH
SOLE
0
0
5630
ALPHABET INC
CAP STK CL A
02079K305
375
319
SH
SOLE
0
0
319
ALPHABET INC
CAP STK CL C
02079K107
302
257
SH
SOLE
0
0
257
AMGEN INC
COM
031162100
599
3155
SH
SOLE
0
0
3155
APPLE INC
COM
037833100
3054
16078
SH
SOLE
0
0
16078
AT&T INC
COM
00206R102
201
6413
SH
SOLE
0
0
6413
BOEING CO
COM
097023105
518
1359
SH
SOLE
0
0
1359
CISCO SYS INC
COM
17275R102
1084
20087
SH
SOLE
0
0
20087
CRACKER BARREL OLD CTRY STOR
COM
22410J106
336
2077
SH
SOLE
0
0
2077
GSI TECHNOLOGY
COM
36241U106
3108
400000
SH
SOLE
0
0
400000
HOME DEPOT INC
COM
437076102
273
1422
SH
SOLE
0
0
1422
INTEL CORP
COM
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624
11614
SH
SOLE
0
0
11614
INTERNATIONAL BUSINESS MACHS
COM
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1590
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INVESCO BD FD
COM
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PFD ETF
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EMRNG MKT SVRG
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INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
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ISHARES INC
CORE MSCI EMKT
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ISHARES INC
MIN VOL EMRG MKT
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ISHARES INC
MSCI JPN ETF NEW
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NATIONAL MUN ETF
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IBONDS DEC19 ETF
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PFD AND INCM SEC
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ISHARES TR
IBONDS MAR20 ETF
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RUS 1000 VAL ETF
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IBOXX INV CP ETF
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RUS MDCP VAL ETF
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MSCI EMG MKT ETF
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S&P MC 400VL ETF
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EAFE VALUE ETF
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SHORT TREAS BD
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ISHARES TR
GLOBAL TECH ETF
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S&P SML 600 GWT
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ISHARES US ETF TR
SHT MAT BD ETF
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JOHNSON & JOHNSON
COM
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JPMORGAN CHASE & CO
COM
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MAXIM INTEGRATED PRODS INC
COM
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MERCK & CO INC
COM
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MICROSOFT CORP
COM
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ORACLE CORP
COM
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US AGGREGATE B
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TR UNIT
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BLOOMBERG BRCLYS
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SPDR SERIES TRUST
S&P DIVID ETF
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UNITED PARCEL SERVICE INC
CL B
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SH
SOLE
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US BANCORP DEL
COM NEW
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VANGUARD BD INDEX FD INC
TOTAL BND MRKT
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VANGUARD GROUP
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TOTAL STK MKT
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S&P 500 ETF SHS
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VANGUARD INDEX FDS
SM CP VAL ETF
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
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VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
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VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
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VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
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VARIAN MED SYS INC
COM
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VERIZON COMMUNICATIONS INC
COM
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W P CAREY INC
COM
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WISDOMTREE TR
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