0001085146-20-000849.txt : 20200214 0001085146-20-000849.hdr.sgml : 20200214 20200214155916 ACCESSION NUMBER: 0001085146-20-000849 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: McNaughton Wealth Management, LLC CENTRAL INDEX KEY: 0001802691 IRS NUMBER: 833417442 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20118 FILM NUMBER: 20619085 BUSINESS ADDRESS: STREET 1: 3655 NOBEL DRIVE STREET 2: STE 490 CITY: SAN DIEGO STATE: CA ZIP: 92122 BUSINESS PHONE: 858-693-2310 MAIL ADDRESS: STREET 1: 3655 NOBEL DRIVE STREET 2: STE 490 CITY: SAN DIEGO STATE: CA ZIP: 92122 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001802691 XXXXXXXX 12-31-2019 12-31-2019 false McNaughton Wealth Management, LLC
3655 NOBEL DRIVE STE 490 SAN DIEGO CA 92122
13F HOLDINGS REPORT 028-20118 N
Jennifer Matthews Chief Compliance Officer 858-693-2310 /s/ Jennifer Matthews San Diego CA 02-13-2020 0 47 107436
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM 023135106 236 127 SH SOLE 0 0 127 APPLE INC COM 037833100 391 1337 SH SOLE 0 0 1337 FACEBOOK INC CL A 30303M102 227 1103 SH SOLE 0 0 1103 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 1460 30477 SH SOLE 0 0 30477 INVESCO EXCHNG TRADED FD TR CALIF AMT MUN 46138E206 1102 40370 SH SOLE 0 0 40370 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 489 21369 SH SOLE 0 0 21369 ISHARES INC MIN VOL EMRG MKT 464286533 1246 21162 SH SOLE 0 0 21162 ISHARES TR AGGRES ALLOC ETF 464289859 1197 20576 SH SOLE 0 0 20576 ISHARES TR BARCLAYS 7 10 YR 464287440 214 1941 SH SOLE 0 0 1941 ISHARES TR CALIF MUN BD ETF 464288356 862 14035 SH SOLE 0 0 14035 ISHARES TR CORE INTL AGGR 46435G672 1714 31303 SH SOLE 0 0 31303 ISHARES TR CORE S&P MCP ETF 464287507 304 1477 SH SOLE 0 0 1477 ISHARES TR CORE S&P SCP ETF 464287804 622 7423 SH SOLE 0 0 7423 ISHARES TR CORE S&P TTL STK 464287150 1018 13991 SH SOLE 0 0 13991 ISHARES TR CORE S&P500 ETF 464287200 586 1814 SH SOLE 0 0 1814 ISHARES TR CORE US AGGBD ET 464287226 1214 10798 SH SOLE 0 0 10798 ISHARES TR CRE U S REIT ETF 464288521 3443 62960 SH SOLE 0 0 62960 ISHARES TR IBOXX INV CP ETF 464287242 2887 22579 SH SOLE 0 0 22579 ISHARES TR MBS ETF 464288588 303 2809 SH SOLE 0 0 2809 ISHARES TR MIN VOL EAFE ETF 46429B689 6333 85022 SH SOLE 0 0 85022 ISHARES TR MSCI MIN VOL ETF 46429B697 9771 148987 SH SOLE 0 0 148987 ISHARES TR NATIONAL MUN ETF 464288414 1031 9054 SH SOLE 0 0 9054 ISHARES TR RUS MD CP GR ETF 464287481 1634 10720 SH SOLE 0 0 10720 ISHARES TR RUS MDCP VAL ETF 464287473 457 4830 SH SOLE 0 0 4830 ISHARES TR S&P 500 GRWT ETF 464287309 765 3954 SH SOLE 0 0 3954 ISHARES TR SHRT NAT MUN ETF 464288158 638 5979 SH SOLE 0 0 5979 ISHARES TR TIPS BD ETF 464287176 283 2444 SH SOLE 0 0 2444 ISHARES TR USA MOMENTUM FCT 46432F396 8174 65088 SH SOLE 0 0 65088 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4800 153056 SH SOLE 0 0 153056 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2174 57845 SH SOLE 0 0 57845 SPDR SERIES TRUST BLOMBERG BRC INV 78468R200 2126 69129 SH SOLE 0 0 69129 SPDR SERIES TRUST BLOOMBERG SRT TR 78468R408 1781 66127 SH SOLE 0 0 66127 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 995 20298 SH SOLE 0 0 20298 SPDR SERIES TRUST PORTFLI TIPS ETF 78464A656 1847 64752 SH SOLE 0 0 64752 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 2188 72837 SH SOLE 0 0 72837 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 1119 28243 SH SOLE 0 0 28243 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 1077 19680 SH SOLE 0 0 19680 SPDR SERIES TRUST SSGA US SMAL ETF 78468R887 4960 49478 SH SOLE 0 0 49478 UNITEDHEALTH GROUP INC COM 91324P102 224 763 SH SOLE 0 0 763 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 345 4274 SH SOLE 0 0 4274 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 13829 164941 SH SOLE 0 0 164941 VANGUARD INDEX FDS MID CAP ETF 922908629 4697 26396 SH SOLE 0 0 26396 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 681 7330 SH SOLE 0 0 7330 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 2754 51467 SH SOLE 0 0 51467 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3619 44620 SH SOLE 0 0 44620 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1120 25354 SH SOLE 0 0 25354 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 8499 90715 SH SOLE 0 0 90715