Filling information for Newman & Schimel, LLC as Treemap, investor disclosed 51 total holdings based on 2022-12-31 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 | 2122653 | 16337 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 404301 | 1280 | |
| 922042742 | 922042742 | Vanguard Intl Equity Index F | TT WRLD ST ETF | 9120112 | 105814 | |
| 808524805 | 808524805 | Schwab Strategic Tr | INTL EQTY ETF | 298140 | 9256 | |
| 12503M108 | 12503M108 | Cboe Global Mkts Inc | COM | 643787 | 5131 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 4522661 | 100548 | |
| 27829F108 | 27829F108 | Eaton Vance Tax-Managed Glob | COM | 99660 | 13200 | |
| 46185L103 | 46185L103 | INVITAE CORP | COM | 26970 | 14500 | |
| 922908736 | 922908736 | Vanguard Index Fds | GROWTH ETF | 1966647 | 9228 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 6424937 | 133187 | |
| 464287879 | 464287879 | Ishares Tr | SP SMCP600VL ETF | 362806 | 3973 | |
| 464287804 | 464287804 | Ishares Tr | CORE S&P SCP ETF | 740890 | 7829 | |
| 808524201 | 808524201 | Schwab Strategic Tr | US LRG CAP ETF | 4683917 | 103741 | |
| 46432F859 | 46432F859 | Ishares Tr | CORE 1 5 YR USD | 37833245 | 814669 | |
| 808524797 | 808524797 | Schwab Strategic Tr | US DIVIDEND EQ | 4501607 | 59592 | |
| 78463X889 | 78463X889 | Spdr Index Shs Fds | PORTFOLIO DEVLPD | 532910 | 17949 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1014066 | 6939 | |
| 464285105 | 464285105 | IShares Gold Trust | ISHARES | 298027 | 8616 | |
| 084670108 | 084670108 | Berkshire Hathaway Inc Del | CL A | 937422 | 2 | |
| 921909768 | 921909768 | Vanguard Star Funds | VG TL INTL STK F | 7655925 | 148026 | |
| 464287887 | 464287887 | Ishares Tr | S & P SML 600 GWT | 250602 | 2319 | |
| 666807102 | 666807102 | NORTHROP GRUMMAN | COM | 890436 | 1632 | |
| 464287200 | 464287200 | Ishares Tr | CORE S&P 500 ETF | 2789991 | 7262 | |
| 084670702 | 084670702 | Berkshire Hathaway Inc Del | CL B NEW | 13201150 | 42736 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4105952 | 54608 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 311616 | 3200 | |
| G1151C101 | G1151C101 | Accenture PLC Ireland | SHS CLASS A | 567836 | 2128 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 342651 | 1162 | |
| 023135106 | 023135106 | Amazon Com Inc | COM | 695604 | 8281 | |
| 808524102 | 808524102 | Schwab Strategic Tr | US BRD MRK ETF | 4543113 | 101386 | |
| 46432F834 | 46432F834 | Ishares Tr | CORE MSCI TOTAL | 25204001 | 435453 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 29993690 | 398428 | |
| 922908744 | 922908744 | Vanguard Index Funds | VALUE ETF | 1006925 | 7173 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 228745 | 1857 | |
| 835699307 | 835699307 | SONY GROUP CORPORATION | SPONSORED ADR | 230747 | 3025 | |
| 922908629 | 922908629 | Vanguard Index Fds | MID CAP ETF | 619295 | 3039 | |
| 808524300 | 808524300 | Schwab Strategic Tr | US LCAP GR ETF | 693548 | 12483 | |
| 922908769 | 922908769 | Vanguard Index Fds | TOTAL STK MKT | 25558968 | 133684 | |
| 922908363 | 922908363 | Vanguard Index Fds | S&P 500 ETF SHS | 2770674 | 7886 | |
| 78464A409 | 78464A409 | Spdr Ser Tr | PRTFLO S&P 500 GW | 231790 | 4575 | |
| 808524409 | 808524409 | Schwab Strategic Tr | US LCAP VA ETF | 483195 | 7319 | |
| 052769106 | 052769106 | AUTODESK INC | COM | 224244 | 1200 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 338267 | 741 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 295129 | 3345 | |
| 931142103 | 931142103 | Walmart Inc. | COM | 402528 | 2839 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 258648 | 2915 | |
| 55261F104 | 55261F104 | M & T BK CORP | COM | 360329 | 2484 | |
| 464287150 | 464287150 | Ishares Tr | CORE S&P TTL STK | 18777733 | 221436 | |
| 760759100 | 760759100 | Republic Svcs Inc | COM | 361172 | 2800 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 414137 | 1993 | |
| 594918104 | 594918104 | Microsoft Corp | COM | 1004744 | 4190 |