Wealth CMT
13F Portfolio Filings
- Most recent 13FQ2 2023
- Locationcherry hill, NJ
- CIK0001802660
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
10 | $67.00K | CWI, USMV, VONE, IXUS | 13F-HR | Jul 12, 2023 | 000180266023000002 | ||
28 | $90.00K | IWV, VEU, USMV, MUB | 13F-HR | Apr 17, 2023 | 000184470723000003 | ||
29 | $189.00K | IWB, CWI, IWV, VEU | 13F-HR | Jan 13, 2023 | 000180266023000001 | ||
28 | $166.61M | IWB, CWI, IWV, USMV | 13F-HR | Oct 19, 2022 | 000180266022000004 | ||
25 | $171.66M | IWB, CWI, IWV, MUB | 13F-HR | Jul 18, 2022 | 000180266022000003 | ||
23 | $196.09M | IWB, IWV, USMV, CWI | 13F-HR | Apr 25, 2022 | 000180266022000002 | ||
21 | $194.82M | IWB, IWV, USMV, CWI | 13F-HR | Jan 20, 2022 | 000180266022000001 | ||
4 | $38.54M | USMV, CWI, VONE, VANGUARD SCOTTSDALE FDS | 13F-HR | Oct 25, 2021 | 000180266021000003 | ||
14 | $153.95M | IWB, IWV, USMV, CWI | 13F-HR | Jul 21, 2021 | 000173664821000004 | ||
19 | $169.75M | IWB, IWV, USMV, MUB | 13F-HR | Apr 26, 2021 | 000180266021000002 | ||
19 | $160.30M | IWB, IWV, MUB, USMV | 13F-HR | Jan 21, 2021 | 000180266021000001 | ||
19 | $134.72M | IWB, MUB, VEU, CWI | 13F-HR | Oct 30, 2020 | 000180266020000004 | ||
19 | $129.26M | IWB, MUB, VEU, CWI | 13F-HR | Jul 21, 2020 | 000180266020000003 | ||
19 | $107.79M | IWB, MUB, VEU, CWI | 13F-HR | Apr 17, 2020 | 000180266020000002 | ||
17 | $112.42M | IWB, CWI, SCHB, IWV | 13F-HR | Feb 7, 2020 | 000180266020000001 |