0001085146-22-002319.txt : 20220711
0001085146-22-002319.hdr.sgml : 20220711
20220708180344
ACCESSION NUMBER: 0001085146-22-002319
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220711
DATE AS OF CHANGE: 20220708
EFFECTIVENESS DATE: 20220711
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: 221075488
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
06-30-2022
06-30-2022
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
07-07-2022
0
53
141410
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
540
248
SH
SOLE
248
0
0
AMAZON COM INC
COM
023135106
488
4599
SH
SOLE
4599
0
0
APPLE INC
COM
037833100
783
5728
SH
SOLE
5728
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
514
1883
SH
SOLE
1883
0
0
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
1758
39868
SH
SOLE
39868
0
0
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
46090A887
5217
105281
SH
SOLE
105281
0
0
INVESCO EXCH TRADED FD TR II
CALIF AMT MUN
46138E206
1184
48680
SH
SOLE
48680
0
0
INVESCO EXCH TRADED FD TR II
S&P INTL LOW
46138E230
838
30369
SH
SOLE
30369
0
0
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
46138G102
787
17679
SH
SOLE
17679
0
0
ISHARES TR
AGGRES ALLOC ETF
464289859
209
3486
SH
SOLE
3486
0
0
ISHARES TR
CALIF MUN BD ETF
464288356
1504
26634
SH
SOLE
26634
0
0
ISHARES TR
COHEN STEER REIT
464287564
5375
88448
SH
SOLE
88448
0
0
ISHARES TR
CORE INTL AGGR
46435G672
2786
55925
SH
SOLE
55925
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
253
1120
SH
SOLE
1120
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
606
6556
SH
SOLE
6556
0
0
ISHARES TR
CORE S&P TTL STK
464287150
247
2950
SH
SOLE
2950
0
0
ISHARES TR
CORE S&P500 ETF
464287200
6592
17386
SH
SOLE
17386
0
0
ISHARES TR
CORE US AGGBD ET
464287226
2427
23866
SH
SOLE
23866
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
1680
22824
SH
SOLE
22824
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
2694
24482
SH
SOLE
24482
0
0
ISHARES TR
MSCI EAFE MIN VL
46429B689
4557
71986
SH
SOLE
71986
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
13873
197586
SH
SOLE
197586
0
0
ISHARES TR
MSCI USA MMENTM
46432F396
5964
43732
SH
SOLE
43732
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
3217
30243
SH
SOLE
30243
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
302
3811
SH
SOLE
3811
0
0
ISHARES TR
RUS MID CAP ETF
464287499
270
4176
SH
SOLE
4176
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
862
14281
SH
SOLE
14281
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
1698
16218
SH
SOLE
16218
0
0
JOHNSON & JOHNSON
COM
478160104
660
3716
SH
SOLE
3716
0
0
JPMORGAN CHASE & CO
COM
46625H100
550
4881
SH
SOLE
4881
0
0
META PLATFORMS INC
CL A
30303M102
434
2690
SH
SOLE
2690
0
0
MICROSOFT CORP
COM
594918104
827
3221
SH
SOLE
3221
0
0
NVIDIA CORPORATION
COM
67066G104
385
2537
SH
SOLE
2537
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
4819
167111
SH
SOLE
167111
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
3447
99152
SH
SOLE
99152
0
0
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
1859
39341
SH
SOLE
39341
0
0
SPDR SER TR
PORTFLI TIPS ETF
78464A656
2716
98680
SH
SOLE
98680
0
0
SPDR SER TR
PORTFOLI S&P1500
78464A805
1965
42273
SH
SOLE
42273
0
0
SPDR SER TR
PRTFLO S&P500 GW
78464A409
2730
52216
SH
SOLE
52216
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
1155
9735
SH
SOLE
9735
0
0
SPDR SER TR
SSGA US LRG ETF
78468R804
206
1570
SH
SOLE
1570
0
0
SPDR SER TR
SSGA US SMAL ETF
78468R887
6980
66930
SH
SOLE
66930
0
0
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
960
23045
SH
SOLE
23045
0
0
TESLA INC
COM
88160R101
533
792
SH
SOLE
792
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
6252
81419
SH
SOLE
81419
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
15015
199511
SH
SOLE
199511
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
7668
38930
SH
SOLE
38930
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
2264
45352
SH
SOLE
45352
0
0
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
273
6696
SH
SOLE
6696
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
9006
88552
SH
SOLE
88552
0
0
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
201
1083
SH
SOLE
1083
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2337
7157
SH
SOLE
7157
0
0
WISDOMTREE TR
US HGH YLD CORP
97717X172
943
21442
SH
SOLE
21442
0
0