0001085146-23-001951.txt : 20230428 0001085146-23-001951.hdr.sgml : 20230428 20230427210537 ACCESSION NUMBER: 0001085146-23-001951 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230427 EFFECTIVENESS DATE: 20230428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MY Wealth Management Inc. CENTRAL INDEX KEY: 0001827845 IRS NUMBER: 463371901 STATE OF INCORPORATION: MD FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21593 FILM NUMBER: 23859629 BUSINESS ADDRESS: STREET 1: 12410 MILESTONE CENTER DRIVE STREET 2: SUITE 175 CITY: GERMANTOWN STATE: MD ZIP: 20876 BUSINESS PHONE: 301-330-7900 MAIL ADDRESS: STREET 1: 12410 MILESTONE CENTER DRIVE STREET 2: SUITE 175 CITY: GERMANTOWN STATE: MD ZIP: 20876 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001827845 XXXXXXXX 03-31-2023 03-31-2023 false MY Wealth Management Inc.

12410 MILESTONE CENTER DRIVE SUITE 175 GERMANTOWN MD 20876

13F HOLDINGS REPORT 028-21593 N Melissa Price 301-330-7900 /s/Melissa Price Germantown MD 04-27-2023 0 27 99860258 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 BBG00JRH3FV0 4302705 222362 SH SOLE 222362 0 0 BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 2094387 48718 SH SOLE 48718 0 0 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 BBG001SJW5S8 4353330 57660 SH SOLE 57660 0 0 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 3193663 144379 SH SOLE 144379 0 0 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 9581810 90080 SH SOLE 90080 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 2781779 11120 SH SOLE 11120 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 545098 5637 SH SOLE 5637 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 5134800 12491 SH SOLE 12491 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 4977864 69601 SH SOLE 69601 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 BBG0059KNK04 2022440 40775 SH SOLE 40775 0 0 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 842155 5072 SH SOLE 5072 0 0 PACER FDS TR GLOBL CASH ETF 69374H709 BBG00BLVPPY3 4443935 132142 SH SOLE 132142 0 0 PACER FDS TR METAURUS CAP 400 69374H436 BBG011RJYNJ7 3098617 103507 SH SOLE 103507 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 4810187 149617 SH SOLE 149617 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 386819 8135 SH SOLE 8135 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 356840 7411 SH SOLE 7411 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 2056447 70354 SH SOLE 70354 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 738502 13340 SH SOLE 13340 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 BBG002VZY7Y3 10215700 364586 SH SOLE 364586 0 0 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 BBG001SRLFL7 629111 13538 SH SOLE 13538 0 0 VANECK ETF TRUST PREFERRED SECURT 92189F429 BBG0034VZPF0 16424896 930589 SH SOLE 930589 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 285609 1145 SH SOLE 1145 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 400707 2145 SH SOLE 2145 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 4408017 20899 SH SOLE 20899 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 3263655 17217 SH SOLE 17217 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 379695 3599 SH SOLE 3599 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 8131490 21095 SH SOLE 21095 0 0