MorganRosel Wealth Management, LLC: 13F holdings
CIK 17532182026Q2
| Positions | 104 |
|---|---|
| Reported value | $296.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 151,049 | $55.9m | 18.9% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 703,213 | $19.5m | 6.6% |
| VOO VANGUARD S&P 500 ETF | 16,273 | $11.2m | 3.8% |
| EWU SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 160,413 | $8.5m | 2.9% |
| VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 95,133 | $8.0m | 2.7% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 107,880 | $7.7m | 2.6% |
| BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 82,561 | $7.6m | 2.6% |
| SPY STATE STREET SPDR S&P 500 ETF | 9,791 | $7.3m | 2.5% |
| SCHE SCHWAB EMERGING MARKETS EQUITY ETF | 190,814 | $6.9m | 2.3% |
| VANGUARD CORE PLUS BOND ETF | 87,197 | $6.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1753218")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.