Wealthpoint, LLC at 2021-09-30

Filling information for Wealthpoint, LLC as Treemap, investor disclosed 131 total holdings based on 2021-09-30 SEC fillings. A list of the exposed holdings

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Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
922042775 922042775 VANGUARD FTSE ETF - EQUITY 992 16271
81369Y209 81369Y209 SECTOR HEALTHCARE ETF - EQUITY 7203 56580
464287242 464287242 ISHARES IBOXX ETF - FIXED INCOME 9239 69450
81369Y803 81369Y803 SECTOR TECHNOLOGY ETF - EQUITY 9603 64309
459200101 459200101 INTL BUSINESS COMMON STOCKS 367 2644
921910816 921910816 Vanguard Mega Cap 300 Growth Index ETF - EQUITY 1024 4362
464287234 464287234 ISHARES MSCI ETF 1236 24543
46434V381 46434V381 ISHARES EXPONENTIAL ETF 2124 33855
46435G268 46435G268 ISHARES RUSSELL ETF 6977 108671
713448108 713448108 PEPSICO INC COMMON STOCKS 227 1508
00206R102 00206R102 AT&T INC COMMON STOCKS 351 12978
464287465 464287465 ISHARES MSCI ETF 795 10188
717081103 717081103 PFIZER INC COMMON STOCKS 294 6828
922908611 922908611 VANGUARD SMALL ETF - EQUITY 365 2158
922908538 922908538 VANGUARD MID ETF - EQUITY 415 1758
037833100 037833100 APPLE INC COMMON STOCKS 11577 81813
464288562 464288562 iShares FTSE NAREIT Residential ETF - EQUITY 435 5082
46120E602 46120E602 INTUITIVE SURGICAL COMMON STOCKS 298 300
921937827 921937827 VANGUARD SHORT ETF 293 3578
33740F805 33740F805 FIRST TRUST ETF 2459 45911
78462F103 78462F103 SPDR S&P ETF 869 2025
92203J407 92203J407 Vanguard Total Int'l Bond ETF ETF - FIXED INCOME 317 5565
46429B663 46429B663 ISHARES CORE ETF 4572 48499
921937835 921937835 VANGUARD TOTAL ETF - FIXED INCOME 266 3108
78464A698 78464A698 SPDR S&P ETF 348 5141
46434G103 46434G103 ISHARES CORE ETF - EQUITY 1645 26632
25434V500 25434V500 DIMENSIONAL US ETF 491 8531
464287440 464287440 ISHARES 7-10YR ETF - FIXED INCOME 762 6610
75886F107 75886F107 REGENERON PHARMACEUTICAL COMMON STOCKS 204 337
46434V738 46434V738 iShares Core MSCI Europe ETF ETF - EQUITY 206 3671
33739Q200 33739Q200 FIRST TRUST ETF 11937 235997
81369Y886 81369Y886 SELECT UTILITIES ETF - EQUITY 540 8449
67092P102 67092P102 Nuveen Enhanced Yield US Aggre ETF - FIXED INCOME 455 18353
46434V621 46434V621 ISHARES CORE ETF - EQUITY 9762 194299
25434V807 25434V807 DIMENSIONAL INTL ETF 467 14276
254687106 254687106 WALT DISNEY COMMON STOCKS 1533 9062
464288182 464288182 iShares MSCI All Country Asia Ex Jpn ETF - EQUITY 209 2461
023135106 023135106 AMAZON COM COMMON STOCKS 2283 695
78468R622 78468R622 SPDR BLM Barclays High Yld Bond ETF - FIXED INCOME 352 3219
922908652 922908652 Vanguard Extended Market Index ETF ETF - EQUITY 308 1691
464287457 464287457 ISHARES 1-3YR ETF - FIXED INCOME 329 3823
464287804 464287804 ISHARES CORE ETF 2587 23689
17275R102 17275R102 CISCO SYSTEMS COMMON STOCKS 344 6320
30303M102 30303M102 FACEBOOK INC COMMON STOCKS 586 1727
036752103 036752103 ANTHEM INC COMMON STOCKS 382 1026
46432F842 46432F842 ISHARES CORE ETF - EQUITY 3215 43304
464288281 464288281 ISHARES JPMORGAN ETF - FIXED INCOME 854 7759
25434V880 25434V880 DIMENSIONAL WORLD ETF 321 12418
464288596 464288596 iShares Barclays Government/Cr Bond ETF - FIXED INCOME 455 3733
009066101 009066101 AIRBNB INC COMMON STOCKS 456 2716
922042866 922042866 Vanguard FTSE Pacific ETF ETF - EQUITY 306 3775
92826C839 92826C839 VISA INC COMMON STOCKS 226 1016
922908595 922908595 VANGUARD SMALL ETF - EQUITY 342 1222
464287200 464287200 ISHARES CORE ETF - EQUITY 822 1907
78464A599 78464A599 SPDR S&P Software & Services ETF ETF - EQUITY 371 2163
81369Y308 81369Y308 SECTOR CONSUMER ETF 1065 15475
922908751 922908751 VANGUARD SMALL ETF 9304 42549
46090E103 46090E103 INVESCO QQQ ETF 209 584
33740U109 33740U109 FIRST TRUST ETF 285 10986
72201R817 72201R817 PIMCO INVESTMENT ETF 9065 79819
922908637 922908637 VANGUARD LARGE ETF 219 1088
78464A508 78464A508 SPDR Portfolio S&P 500 Value ETF - EQUITY 374 9579
25434V401 25434V401 DIMENSIONAL US ETF 2592 54955
921910873 921910873 VANGUARD MEGA ETF 889 5834
78463X509 78463X509 SPDR PORTFOLIO ETF 260 6108
464288224 464288224 ISHARES GLOBAL ETF 241 11111
922908736 922908736 VANGUARD GROWTH ETF - EQUITY 37140 127996
084670702 084670702 BERKSHIRE HATHAWAY COMMON STOCKS 969 3552
46625H100 46625H100 JPMORGAN CHASE COMMON STOCKS 338 2067
464287432 464287432 ISHARES 20 ETF - FIXED INCOME 202 1398
46434VBA7 46434VBA7 ISHARES IBONDS ETF 628 24806
78464A474 78464A474 SPDR PORTFOLIO ETF 213 6814
922908629 922908629 VANGUARD MID ETF - EQUITY 14398 60813
02079K107 02079K107 ALPHABET INC COMMON STOCKS 821 308
922908363 922908363 VANGUARD S&P ETF - EQUITY 1847 4683
81369Y605 81369Y605 SECTOR FINANCIAL ETF - EQUITY 5750 153200
369604301 369604301 GENERAL ELECTRIC COMMON STOCKS 629 6102
02079K305 02079K305 ALPHABET INC COMMON STOCKS 767 287
007903107 007903107 ADVANCED MICRO COMMON STOCKS 206 2000
33738D309 33738D309 FIRST TRUST ETF 210 4380
81369Y852 81369Y852 SELECT SECTOR ETF - EQUITY 518 6464
742718109 742718109 PROCTER & GAMBLE COMMON STOCKS 565 4040
594918104 594918104 MICROSOFT CORP COMMON STOCKS 3291 11674
46137V373 46137V373 INVESCO S&P ETF 318 2064
921943858 921943858 VANGUARD FTSE ETF 201 3979
844741108 844741108 SOUTHWEST AIRLINES COMMON STOCKS 588 11425
46431W705 46431W705 iShares Rate Hedged Corp Bond ETF - FIXED INCOME 348 3634
72919P202 72919P202 PLUG POWER COMMON STOCKS 1296 50727
921910840 921910840 Vanguard Mega Cap 300 Value Index ETF ETF - EQUITY 746 7622
478160104 478160104 JOHNSON & JOHNSON COMMON STOCKS 712 4406
922908512 922908512 VANGUARD MID ETF - EQUITY 427 3061
060505104 060505104 BANK AMERICA COMMON STOCKS 251 5911
191216100 191216100 COCA COLA COMPANY COMMON STOCKS 275 5236
458140100 458140100 INTEL CORP COMMON STOCKS 271 5090
92345Y106 92345Y106 VERISK ANALYTICS COMMON STOCKS 664 3316
46432F396 46432F396 ISHARES MSCI ETF - EQUITY 355 2020
82968B103 82968B103 SIRIUS XM COMMON STOCKS 77 12676
78468R101 78468R101 SPDR Bloomberg Barcly Srt Trm Treas ETF - FIXED INCOME 530 17298
46434VAX8 46434VAX8 ISHARES IBONDS ETF 445 17114
464288653 464288653 iShares Barclays 10-20 Year Treas Bd ETF - FIXED INCOME 446 3035
871829107 871829107 SYSCO CORP COMMON STOCKS 204 2597
08265T208 08265T208 BENTLEY SYSTEMS COMMON STOCKS 261 4308
33733E500 33733E500 FIRST TRUST ETF 330 5274
81369Y407 81369Y407 CONSUMER DISCRETIONARY ETF - EQUITY 11263 62765
464288620 464288620 iShares Board USD Invest Grade Bd ETF - FIXED INCOME 454 7551
437076102 437076102 HOME DEPOT COMMON STOCKS 302 920
053015103 053015103 AUTOMATIC DATA COMMON STOCKS 321 1607
92343V104 92343V104 VERIZON COMMUNICATIONS COMMON STOCKS 803 14875
464287770 464287770 ISHARES U S ETF - EQUITY 384 2042
72201R304 72201R304 PIMCO 15 Year U.S. TIPS Index ETF - FIXED INCOME 370 4262
464288414 464288414 ISHARES NATIONAL ETF 676 5823
46137V274 46137V274 INVESCO S&P ETF 659 6417
464287648 464287648 ISHARES RUSSELL ETF - EQUITY 626 2132
88160R101 88160R101 TESLA INC COMMON STOCKS 364 469
580135101 580135101 MCDONALDS CORP COMMON STOCKS 289 1200
67066G104 67066G104 NVIDIA CORP COMMON STOCKS 925 4464
252131107 252131107 DEXCOM INC COMMON STOCKS 251 459
46434VBG4 46434VBG4 ISHARES IBONDS ETF 426 16193
464288752 464288752 ISHARES U S ETF - EQUITY 377 5696
922908744 922908744 VANGUARD VALUE ETF - EQUITY 30841 227830
464287705 464287705 iShares S&P Mid Cap 400/Barra Value ETF - EQUITY 374 3634
464287481 464287481 ISHARES RUSSELL ETF - EQUITY 941 8399
70450Y103 70450Y103 PAYPAL HOLDINGS COMMON STOCKS 833 3200
25434V708 25434V708 DIMENSIONAL US ETF 595 22404
464288513 464288513 ISHARES IBOXX ETF - FIXED INCOME 1393 15919
427866108 427866108 HERSHEY COMPANY COMMON STOCKS 215 1271
922908769 922908769 VANGUARD TOTAL ETF 3430 15448
464287226 464287226 ISHARES CORE ETF - FIXED INCOME 460 4005
46434VBK5 46434VBK5 ISHARES IBONDS ETF 606 24489
19260Q107 19260Q107 COINBASE GLOBAL COMMON STOCKS 662 2908
33736G106 33736G106 FIRST TRUST ETF 753 36016

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