Wealth CMT Portfolio Holdings - 13F Filings | 13F Fund Database
Wealth CMT 13F Holdings
CIK 0001802660
As of Jun 30, 2023, Wealth CMT reported
10 positions worth $66.2K in its SEC Form 13F filing.
Top 10 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR(R) MSCI ACWI EX-US ETF | CWI | — | 1,133,849 | $29.6K | 44.77% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 197,762 |
|
4.7K22.21% |
| VANGUARD RUSSELL 1000 INDEX FUND | VONE | — | 33,554 | $6.8K | 10.22% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 73,584 | $4.6K | 6.96% |
| STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF | TFI | — | 76,271 | $3.5K | 5.32% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 43,736 | $2.1K | 3.11% |
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | SMMU | — | 41,277 | $2.0K | 3.09% |
| INVESCO S&P 500 LOW VOLATILITY ETF | SPLV | — | 20,382 |
.3K | 1.93% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 15,541 |
.2K | 1.78% |
| VANGUARD RUSSELL 3000 INDEX FUND | VTHR | — | 2,007 | $396.0 | 0.60% |