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Disclosed positions
Anchor Pointe Wealth Management, LLC: source evidence dated 2025-03-12T03:59:59.999Z.
- Issuer
- VANGUARD WORLD FD
- Ticker
- MGK
- Class
- MEGA GRWTH IND
- Reported value
- $6,936,288
- Reported amount
- 20,006
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001214659-25-004139Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $6,936,288 | 20,006 | SH | None |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $4,794,271 | 38,502 | SH | None |
| PROCTER AND GAMBLE CO | PG | COM | $3,450,577 | 20,651 | SH | None |
| APPLE INC | AAPL | COM | $3,268,759 | 12,961 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $3,048,613 | 5,159 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $2,390,077 | 23,737 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $2,389,876 | 23,334 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $2,020,632 | 11,315 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $1,989,651 | 88,527 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $1,981,844 | 10,029 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $1,979,575 | 38,446 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $1,877,863 | 21,388 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $1,803,425 | 11,175 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $1,716,483 | 6,730 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,549,611 | 11,271 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,525,914 | 3,592 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $1,373,562 | 26,218 | SH | None |
| ISHARES TR | EFG | EAFE GRWTH ETF | $1,363,311 | 14,052 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $1,277,347 | 28,155 | SH | None |
| ISHARES TR | USIG | USD INV GRDE ETF | $1,212,617 | 24,079 | SH | None |
| SPDR SER TR | SPYV | PRTFLO S&P500 VL | $1,180,060 | 23,093 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,165,811 | 5,268 | SH | None |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $1,071,054 | 9,270 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,015,484 | 5,310 | SH | None |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $1,010,009 | 19,570 | SH | None |
| ISHARES TR | MTUM | MSCI USA MMENTM | $960,463 | 4,620 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $918,671 | 21,555 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $867,745 | 3,094 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $827,380 | 2,845 | SH | None |
| FRANKLIN TEMPLETON ETF TR | FLCB | US CORE BOND ETF | $802,010 | 38,028 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $766,585 | 1,417 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $748,167 | 4,647 | SH | None |
| ISHARES TR | TLH | 10-20 YR TRS ETF | $699,047 | 7,001 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $698,785 | 12,586 | SH | None |
| SPDR SER TR | SPHY | PORTFLI HIGH YLD | $654,740 | 27,897 | SH | None |
| META PLATFORMS INC | META | CL A | $608,372 | 1,029 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPMO | S&P 500 MOMNTM | $597,506 | 6,256 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHARES FLEXIBLE | $540,529 | 10,391 | SH | None |
| WALMART INC | WMT | COM | $535,352 | 5,911 | SH | None |
| SPDR SER TR | SPIB | PORTFOLIO INTRMD | $521,330 | 15,899 | SH | None |
| BROADCOM INC | AVGO | COM | $493,539 | 2,095 | SH | None |
| AT&T INC | T | COM | $467,397 | 20,672 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $456,985 | 11,540 | SH | None |
| TESLA INC | TSLA | COM | $397,788 | 953 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $385,849 | 7,585 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN VOL | $348,305 | 3,927 | SH | None |
| CHEVRON CORP NEW | CVX | COM | $334,060 | 2,335 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $330,740 | 1,382 | SH | None |
| SPDR SER TR | SPTL | PORTFOLIO LN TSR | $318,537 | 12,121 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $315,320 | 2,945 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.