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Wealth CMT

Q3 2020 Holdings

Filed 2020-10-30 | 19 holdings | $134.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$51.6K275,66138.3%
Ishares TR(MUB)NATIONAL MUN ETF464288414$13.6K117,66110.1%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$10.6K209,5607.8%
Spdr Index SHS FDS(CWI)MSCI ACWI EXUS78463X848$9.4K392,5757.0%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$8.8K45,1256.6%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$6.8K85,6845.1%
Vanguard Scottsdale FDS(VONE)VNG RUS1000IDX92206C730$6.6K42,4604.9%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$5.0K61,5033.7%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$4.9K32,8103.6%
Ishares TR(USMV)MSCI USA MIN VOL46429B697$3.8K58,8422.8%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$2.9K16,9632.1%
Ishares TR(HYG)IBOXX HI YD ETF464288513$2.8K33,5402.1%
Ishares TR(ACWX)MSCI ACWI EX US464288240$2.3K49,6981.7%
Ishares TR(IWR)RUS MID CAP ETF464287499$1.3K23,2621.0%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$1.1K9,1470.8%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$96418,7240.7%
Ishares TR(EMB)JPMORGAN USD EMG464288281$9608,6580.7%
Invesco Exch Traded FD TR II(SPLV)S&P500 LOW VOL46138E354$78514,6260.6%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$4745,8800.4%