Filling information for TRUEFG, LLC as Treemap, investor disclosed 37 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 472730 | 1000 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 652098 | 6545 | |
| 78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 7678729 | 224985 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 283416 | 4436 | |
| 464288273 | 464288273 | ISHARES TR | EAFE SML CP ETF | 207273 | 3483 | |
| 037833100 | 037833100 | APPLE INC | COM | 1068882 | 6482 | |
| 464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 493651 | 9768 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 735583 | 10285 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 311283 | 4333 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 35010345 | 139952 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 1447251 | 5802 | |
| 46435G243 | 46435G243 | ISHARES TR | ESG AWRE 1 5 YR | 318627 | 13243 | |
| 571748102 | 571748102 | MARSH & MCLENNAN COS INC | COM | 582925 | 3500 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 322698 | 5209 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 472881 | 6405 | |
| 46435U549 | 46435U549 | ISHARES TR | ESG AWR US AGRGT | 459165 | 9554 | |
| 78464A375 | 78464A375 | SPDR SER TR | PORTFOLIO INTRMD | 10576405 | 325528 | |
| 78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 36690505 | 1142295 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 27745357 | 200893 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 16166178 | 167179 | |
| 316092857 | 316092857 | FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 10728588 | 430694 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 540674 | 5971 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 650001 | 2883 | |
| 78464A367 | 78464A367 | SPDR SER TR | PORTFOLIO LN COR | 810166 | 34300 | |
| 46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 302987 | 8914 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 6727061 | 16364 | |
| 78464A847 | 78464A847 | SPDR SER TR | PORTFOLIO S&P400 | 1960779 | 44624 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 581796 | 8703 | |
| 464288208 | 464288208 | ISHARES TR | MRGSTR MD CP ETF | 622773 | 10270 | |
| 921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 756756 | 10553 | |
| 78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 6109262 | 206185 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 462846 | 1499 | |
| 78464A649 | 78464A649 | SPDR SER TR | PORTFOLIO AGRGTE | 18010808 | 698364 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 28545996 | 515643 | |
| 464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 226381 | 2065 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 2440071 | 50676 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 376520 | 1306 |