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Wealth CMT

Q4 2019 Holdings

Filed 2020-02-07 | 17 holdings | $112.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$55.2K309,55249.1%
Spdr Index SHS FDS(CWI)MSCI ACWI EXUS78463X848$15.1K586,85213.5%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$7.6K98,9396.8%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$7.0K37,3116.3%
Ishares TR(ACWX)MSCI ACWI EX US464288240$6.3K128,5785.6%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$5.7K60,0575.1%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$5.7K34,2395.0%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$3.2K41,0182.8%
Ishares TR(USMV)MSCI MIN VOL ETF46429B697$2.4K36,1752.1%
Invesco Exchng Traded FD TR(SPLV)S&P500 LOW VOL46138E354$1.1K18,2230.9%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$76315,1150.7%
Ishares TR(HYG)IBOXX HI YD ETF464288513$6647,5530.6%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$5413,3060.5%
Spdr Series Trust(MDYV)S&P 400 MDCP VAL78464A839$4217,6810.4%
Ishares TR(EMB)JPMORGAN USD EMG464288281$3282,8630.3%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$2252,9720.2%
Ishares TR(IWR)RUS MID CAP ETF464287499$2173,6480.2%