0001085146-20-001821.txt : 20200720
0001085146-20-001821.hdr.sgml : 20200720
20200717173855
ACCESSION NUMBER: 0001085146-20-001821
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200720
DATE AS OF CHANGE: 20200717
EFFECTIVENESS DATE: 20200720
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: 201034525
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
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0001802691
XXXXXXXX
06-30-2020
06-30-2020
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
07-17-2020
0
47
107926
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
FACEBOOK INC
CL A
30303M102
259
1142
SH
SOLE
1142
0
0
ISHARES TR
MBS ETF
464288588
238
2150
SH
SOLE
2150
0
0
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
262
6760
SH
SOLE
6760
0
0
ISHARES TR
CORE INTL AGGR
46435G672
1936
34768
SH
SOLE
34768
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
2627
19535
SH
SOLE
19535
0
0
SPDR SER TR
SSGA US SMAL ETF
78468R887
4663
61085
SH
SOLE
61085
0
0
AMAZON COM INC
COM
023135106
317
115
SH
SOLE
115
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
6154
37546
SH
SOLE
37546
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
420
5057
SH
SOLE
5057
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
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8007
101643
SH
SOLE
101643
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
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37880
SH
SOLE
37880
0
0
SPDR SER TR
PORTFOLI S&P1500
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2090
55324
SH
SOLE
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0
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VANGUARD MUN BD FDS
TAX EXEMPT BD
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2952
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SH
SOLE
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ISHARES TR
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465
6810
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SOLE
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REAL ESTATE ETF
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210
2674
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SOLE
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ISHARES TR
AGGRES ALLOC ETF
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SOLE
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TOTAL BND MRKT
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15176
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SOLE
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SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
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5348
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SH
SOLE
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SPDR SER TR
PORTFLI TIPS ETF
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SOLE
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SHRT NAT MUN ETF
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S&P 500 GRWT ETF
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INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
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SOLE
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CORE S&P500 ETF
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550
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SOLE
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ISHARES TR
NATIONAL MUN ETF
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906
7855
SH
SOLE
7855
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APPLE INC
COM
037833100
395
1084
SH
SOLE
1084
0
0
INVESCO EXCH TRADED FD TR II
S&P INTL LOW
46138E230
630
22843
SH
SOLE
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0
ISHARES TR
MIN VOL EAFE ETF
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5302
80266
SH
SOLE
80266
0
0
ISHARES TR
IBOXX HI YD ETF
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993
12172
SH
SOLE
12172
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
818
8964
SH
SOLE
8964
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
3029
90517
SH
SOLE
90517
0
0
INVESCO EXCHANGE-TRADED FD T
S&P SMLCP LOW
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505
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SH
SOLE
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SPDR SER TR
BLOMBERG BRC INV
78468R200
989
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SOLE
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ISHARES TR
COHEN STEER REIT
464287564
1518
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0
ISHARES TR
CALIF MUN BD ETF
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786
12641
SH
SOLE
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INVESCO EXCH TRADED FD TR II
CALIF AMT MUN
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43943
SH
SOLE
43943
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SPDR SER TR
NUVEEN BLMBRG SR
78468R739
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SOLE
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ISHARES TR
USA MOMENTUM FCT
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SOLE
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SPDR SER TR
PORTFOLIO SH TSR
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SH
SOLE
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ISHARES TR
CRE U S REIT ETF
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2420
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SOLE
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0
ISHARES TR
RUS MD CP GR ETF
464287481
422
2672
SH
SOLE
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SPDR SER TR
BLOOMBERG SRT TR
78468R408
953
37824
SH
SOLE
37824
0
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ISHARES TR
MSCI MIN VOL ETF
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SH
SOLE
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0
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
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43175
SH
SOLE
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UNITEDHEALTH GROUP INC
COM
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212
719
SH
SOLE
719
0
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ISHARES TR
CORE S&P TTL STK
464287150
208
2994
SH
SOLE
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