Wealth CMT

Q2 2023 13F Holdings

  • Location
    cherry hill, NJ
  • Num holdings

    10

  • Value ($000)

    $66

  • Date Filed
    07/12/2023
  • Form type
    13F-HR
  • CIK
    0001802660
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CWI

SPDR INDEX SHS FDS

MSCI ACWI EXUS
78463X848
$29.63K
45 %

1,133,849

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$14.70K
22 %

197,762

V
VONE

VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX
92206C730
$6.76K
10 %

33,554

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$4.61K
7 %

73,584

K
KRE

SPDR SER TR

NUVEEN BLMBRG MU
78468R721
$3.52K
5 %

76,271

K
KRE

SPDR SER TR

NUVEEN BLMBRG SH
78468R739
$2.06K
3 %

43,736

S
SMMU

PIMCO ETF TR

SHTRM MUN BD ACT
72201R874
$2.04K
3 %

41,277

S
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

V
VTHR

VANGUARD SCOTTSDALE FDS

VNG RUS3000IDX
92206C599
$396
1 %

2,007

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