Wealth CMT
Q2 2023 13F Holdings
- Locationcherry hill, NJ
- Num holdings
10
- Value ($000)
$66
- Date Filed07/12/2023
- Form type13F-HR
- CIK0001802660
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CWI SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 | $29.63K | 45 % | 1,133,849 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $14.70K | 22 % | 197,762 | ||
VONE VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | $6.76K | 10 % | 33,554 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $4.61K | 7 % | 73,584 | ||
KRE SPDR SER TR | NUVEEN BLMBRG MU | 78468R721 | $3.52K | 5 % | 76,271 | ||
KRE SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 | $2.06K | 3 % | 43,736 | ||
SMMU PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | $2.04K | 3 % | 41,277 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $1.28K | 2 % | 20,382 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | $1.18K | 2 % | 15,541 | ||
VTHR VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | $396 | 1 % | 2,007 |
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