Filling information for Benchmark Financial Wealth Advisors, LLC as Treemap, investor disclosed 71 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 037833100 | 037833100 | APPLE INC | COM | 7128285 | 36749 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 4058850 | 15523 | |
| 33939J303 | 33939J303 | FLEXSHOPPER INC | COM NEW | 421092 | 328978 | |
| 30322L101 | 30322L101 | F45 TRAINING HLDGS INC | COM | 17263 | 34525 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 813899 | 12997 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 8747295 | 65903 | |
| 464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 980815 | 10045 | |
| 219350105 | 219350105 | CORNING INC | COM | 301675 | 8609 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1324415 | 2971 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 370252 | 789 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 224905 | 754 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 239219 | 4623 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1557117 | 13009 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 472104 | 877 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 249587 | 1716 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 875678 | 3687 | |
| 53656F847 | 53656F847 | LISTED FD TR | CORE ALT FD | 4361960 | 156175 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 4979306 | 33275 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 3527406 | 10358 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 253052 | 1121 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 322208 | 1947 | |
| 464286681 | 464286681 | ISHARES INC | MSCI EQUAL WEITE | 1391475 | 17659 | |
| N3167Y103 | N3167Y103 | FERRARI N V | COM | 348732 | 1072 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 215522 | 898 | |
| 46435G268 | 46435G268 | ISHARES TR | RUSEL 2500 ETF | 2294136 | 39919 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 21738668 | 49040 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 914892 | 3188 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 3851229 | 8042 | |
| 717081103 | 717081103 | PFIZER INC | COM | 251643 | 6860 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 24858378 | 697290 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 234247 | 1314 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 6305837 | 28642 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 253458 | 1784 | |
| 464289438 | 464289438 | ISHARES TR | RUS TP200 GR ETF | 1074561 | 6777 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 988204 | 15453 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 284534 | 6281 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 284090 | 328 | |
| 571903202 | 571903202 | MARRIOTT INTL INC NEW | CL A | 1501019 | 8171 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 583240 | 20329 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 417525 | 1025 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 317940 | 3257 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 697261 | 2245 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 493863 | 1448 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 254479 | 4226 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 822166 | 2988 | |
| 92189F676 | 92189F676 | VANECK ETF TRUST | SEMICONDUCTR ETF | 206049 | 1353 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 435810 | 2513 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 5166256 | 27587 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 335281 | 2772 | |
| 931142103 | 931142103 | WALMART INC | COM | 377894 | 2404 | |
| 026874784 | 026874784 | AMERICAN INTL GROUP INC | COM NEW | 522905 | 9088 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 2925903 | 22445 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 375514 | 3254 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 395598 | 8566 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 2752328 | 6506 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 277069 | 750 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 363022 | 3706 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 27857318 | 126463 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 667661 | 7181 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 336866 | 701 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 11205000 | 112444 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 3967766 | 72923 | |
| 464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 322426 | 4120 | |
| 81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 338324 | 5170 | |
| 52468L406 | 52468L406 | LEGG MASON ETF INVT | FRANKLIN US LOW | 23749663 | 647659 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 294078 | 6890 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 19387815 | 198158 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 565309 | 3582 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 869501 | 5001 | |
| 229794300 | 229794300 | CUENTAS INC | COM | 45432 | 10615 | |
| 097023105 | 097023105 | BOEING CO | COM | 366714 | 1737 |