Wealth CMT

13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Cherry Hill, NJ
CIK
0001802660
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2023 10 66 CWI, USMV, VONE, IXUS 13F-HR 7/12/2023 000180266023000002
Q1 2023 28 89,862 IWV, VEU, USMV, MUB 13F-HR 4/17/2023 000184470723000003
Q4 2022 29 188,242 IWB, CWI, IWV, VEU 13F-HR 1/13/2023 000180266023000001
Q3 2022 28 166,607 IWB, CWI, IWV, USMV 13F-HR 10/19/2022 000180266022000004
Q2 2022 25 171,665 IWB, CWI, IWV, MUB 13F-HR 7/18/2022 000180266022000003
Q1 2022 23 196,087 IWB, IWV, USMV, CWI 13F-HR 4/25/2022 000180266022000002
Q4 2021 21 194,823 IWB, IWV, USMV, CWI 13F-HR 1/20/2022 000180266022000001
Q3 2021 4 38,544 USMV, CWI, VONE, VTWO 13F-HR 10/25/2021 000180266021000003
Q2 2021 14 153,953 IWB, IWV, USMV, CWI 13F-HR 7/21/2021 000173664821000004
Q1 2021 19 169,745 IWB, IWV, USMV, MUB 13F-HR 4/26/2021 000180266021000002
Q4 2020 19 160,301 IWB, IWV, MUB, USMV 13F-HR 1/21/2021 000180266021000001
Q3 2020 19 134,721 IWB, MUB, VEU, CWI 13F-HR 10/30/2020 000180266020000004
Q2 2020 19 129,261 IWB, MUB, VEU, CWI 13F-HR 7/21/2020 000180266020000003
Q1 2020 19 107,790 IWB, MUB, VEU, CWI 13F-HR 4/17/2020 000180266020000002
Q4 2019 17 112,418 IWB, CWI, SCHB, IWV 13F-HR 2/7/2020 000180266020000001