0001085146-24-002417.txt : 20240513 0001085146-24-002417.hdr.sgml : 20240513 20240513122641 ACCESSION NUMBER: 0001085146-24-002417 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MY Wealth Management Inc. CENTRAL INDEX KEY: 0001827845 ORGANIZATION NAME: 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: 24937842 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 03-31-2024 03-31-2024 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 05-13-2024 0 25 90654018 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 2232248 42747 SH SOLE 42747 0 0 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 BBG001SJW5S8 429117 3736 SH SOLE 3736 0 0 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 4546838 199861 SH SOLE 199861 0 0 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 16844063 178018 SH SOLE 178018 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 11809119 124753 SH SOLE 124753 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 2293846 37765 SH SOLE 37765 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 249112 2254 SH SOLE 2254 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 6986426 13289 SH SOLE 13289 0 0 ISHARES TR RUS TP200 GR ETF 464289438 BBG001T5LBR7 205831 1055 SH SOLE 1055 0 0 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 1111930 4407 SH SOLE 4407 0 0 PACER FDS TR GLOBL CASH ETF 69374H709 BBG00BLVPPY3 4744809 136738 SH SOLE 136738 0 0 PACER FDS TR METAURUS CAP 400 69374H436 BBG011RJYNJ7 4596684 128399 SH SOLE 128399 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 272256 1678 SH SOLE 1678 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 385924 8135 SH SOLE 8135 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 335215 5448 SH SOLE 5448 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 6568050 227111 SH SOLE 227111 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 975821 13340 SH SOLE 13340 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 BBG002VZY7Y3 4577499 157736 SH SOLE 157736 0 0 VANECK ETF TRUST PREFERRED SECURT 92189F429 BBG0034VZPF0 4560128 257780 SH SOLE 257780 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 218567 635 SH SOLE 635 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 3781131 15133 SH SOLE 15133 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 3775621 16517 SH SOLE 16517 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 4220139 71238 SH SOLE 71238 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 340950 2818 SH SOLE 2818 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 4592694 8759 SH SOLE 8759 0 0