Filling information for SWMG, LLC as Treemap, investor disclosed 90 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 | |
---|---|---|---|---|---|---|
00206R102 | 00206R102 | AT&T INC | COM | 285841 | 14849 | |
17259U204 | 17259U204 | CION INVT CORP | COM | 191226 | 19374 | |
233051259 | 233051259 | DBX ETF TR | XTRACKERS HIGH | 209566 | 5272 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 202663 | 2024 | |
33739P830 | 33739P830 | FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 1595887 | 80276 | |
37954Y483 | 37954Y483 | GLOBAL X FDS | NASDAQ 100 COVER | 593859 | 34627 | |
37960A669 | 37960A669 | GLOBAL X FDS | SUPERDIVIDEND | 530058 | 23006 | |
45409F827 | 45409F827 | INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 870535 | 35402 | |
46090F100 | 46090F100 | INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 342446 | 24082 | |
46138G649 | 46138G649 | INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 487249 | 3691 | |
46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 4946281 | 101379 | |
464286533 | 464286533 | ISHARES INC | MSCI EMERG MRKT | 611075 | 11198 | |
464286806 | 464286806 | ISHARES INC | MSCI GERMANY ETF | 350428 | 12313 | |
464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 1280957 | 15591 | |
464288653 | 464288653 | ISHARES TR | 10-20 YR TRS ETF | 1922898 | 16788 | |
46435U473 | 46435U473 | ISHARES TR | BB RAT CORP BD | 1162713 | 25571 | |
46435G102 | 46435G102 | ISHARES TR | CONV BD ETF | 208274 | 2868 | |
46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 399524 | 3930 | |
46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 2609557 | 39036 | |
46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 5428555 | 87628 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 2236381 | 23127 | |
464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 517714 | 7017 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 42555145 | 103520 | |
46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 7760538 | 168159 | |
464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 401828 | 4033 | |
464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 8226821 | 87818 | |
464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 6681707 | 137682 | |
46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 7252437 | 80182 | |
46435G474 | 46435G474 | ISHARES TR | FALN ANGLS USD | 234000 | 9260 | |
46436E882 | 46436E882 | ISHARES TR | IBONDS 23 TRM TS | 1089407 | 43910 | |
46436E874 | 46436E874 | ISHARES TR | IBONDS 24 TRM TS | 1097521 | 45711 | |
46436E866 | 46436E866 | ISHARES TR | IBONDS 25 TRM TS | 1083439 | 46045 | |
46434VAX8 | 46434VAX8 | ISHARES TR | IBONDS DEC23 ETF | 636789 | 25279 | |
46434VBG4 | 46434VBG4 | ISHARES TR | IBONDS DEC24 ETF | 813627 | 33088 | |
46434VBD1 | 46434VBD1 | ISHARES TR | IBONDS DEC25 ETF | 342757 | 13973 | |
464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 402728 | 7969 | |
464288281 | 464288281 | ISHARES TR | JPMORGAN USD EMG | 601458 | 6971 | |
464288588 | 464288588 | ISHARES TR | MBS ETF | 4991987 | 52697 | |
46429B671 | 46429B671 | ISHARES TR | MSCI CHINA ETF | 364147 | 7299 | |
46435G334 | 46435G334 | ISHARES TR | MSCI UK ETF NEW | 381571 | 11828 | |
46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 2559139 | 35182 | |
46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 8300694 | 66906 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 408658 | 3793 | |
464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 18113492 | 163923 | |
464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 1533143 | 14646 | |
464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 332294 | 3014 | |
464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 3674998 | 39597 | |
46435U713 | 46435U713 | ISHARES TR | US INFRASTRUC | 968417 | 25949 | |
46429B267 | 46429B267 | ISHARES TR | US TREAS BD ETF | 4543131 | 194317 | |
464288620 | 464288620 | ISHARES TR | USD INV GRDE ETF | 1965405 | 38796 | |
46641Q217 | 46641Q217 | J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 393637 | 8133 | |
46641Q647 | 46641Q647 | J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 484451 | 9568 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 319093 | 675 | |
69374H857 | 69374H857 | PACER FDS TR | PACER US SMALL | 919568 | 24161 | |
72201R833 | 72201R833 | PIMCO ETF TR | ENHAN SHRT MA AC | 976124 | 9835 | |
808524730 | 808524730 | SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 316716 | 12158 | |
808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 222531 | 4561 | |
81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 265097 | 4573 | |
81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 265884 | 3210 | |
81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 264387 | 1768 | |
81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 266939 | 3573 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 455958 | 3522 | |
81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 305564 | 3020 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 684054 | 4530 | |
78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 1845583 | 57459 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 482492 | 1179 | |
78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 326230 | 6775 | |
78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 212607 | 5629 | |
78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 253826 | 4585 | |
78468R788 | 78468R788 | SPDR SER TR | PRTFLO S&P500 HI | 266161 | 7004 | |
78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 459973 | 11296 | |
78464A821 | 78464A821 | SPDR SER TR | S&P 400 MDCP GRW | 1092850 | 15968 | |
78464A839 | 78464A839 | SPDR SER TR | S&P 400 MDCP VAL | 2008369 | 30393 | |
78464A201 | 78464A201 | SPDR SER TR | S&P 600 SMCP GRW | 498181 | 6755 | |
78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 284608 | 3736 | |
78464A755 | 78464A755 | SPDR SER TR | S&P METALS MNG | 205676 | 3869 | |
92189F643 | 92189F643 | VANECK ETF TRUST | MRNGSTR WDE MOAT | 396098 | 5365 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 241941 | 3277 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 281119 | 1127 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 941758 | 4465 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 524242 | 1394 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 4230585 | 20728 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 428970 | 3106 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 350228 | 8669 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1326553 | 29368 | |
921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 275039 | 2607 | |
92204A884 | 92204A884 | VANGUARD WORLD FDS | COMM SRVC ETF | 331288 | 3427 | |
92204A207 | 92204A207 | VANGUARD WORLD FDS | CONSUM STP ETF | 322791 | 1668 | |
92204A405 | 92204A405 | VANGUARD WORLD FDS | FINANCIALS ETF | 296683 | 3809 | |
98149E303 | 98149E303 | WORLD GOLD TR | SPDR GLD MINIS | 972001 | 24853 |