Wealth CMT
CIK 1802660
13F portfolio (2023-Q2)
$66M
Positions
10
As reported on this filer's Form 13F for 2023-Q2, filed 2023-07-12. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | CWI | SPDR INDEX SHS FDS |
| 2 | USMV | ISHARES TR |
| 3 | VONE | Vanguard Russell 1000 ETF |
| 4 | IXUS | ISHARES TR |
| 5 | TFI | SPDR SERIES TRUST |
Top holdings — weights and history with Pro
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