Filling information for Benedetti & Gucer, Inc. as Treemap, investor disclosed 156 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 | |
---|---|---|---|---|---|---|
816851109 | 816851109 | SEMPRA | Equity | 357 | 2450 | |
92189F676 | 92189F676 | VANECK SEMICONDUCTOR ETF | Equity | 280 | 1840 | |
580135101 | 580135101 | MCDONALDS CORPORATION | Equity | 235 | 789 | |
025816109 | 025816109 | AMERICAN EXPRESS COMPANY | Equity | 402 | 2307 | |
81369Y506 | 81369Y506 | SPDR ENERGY SELECT SECTOR FUND | Equity | 482 | 5932 | |
464287457 | 464287457 | ISHARES TR 1 3 YR TREAS BD | 1 3 YR TREAS BD | 9488 | 117019 | |
125896100 | 125896100 | CMS ENERGY CORPORATION | Equity | 298 | 5064 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHINES | Equity | 267 | 1998 | |
34354P105 | 34354P105 | FLOWSERVE CORPORATION | Equity | 296 | 7975 | |
293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT | COM UNITS REP LIM PART INT | 973 | 36912 | |
464287804 | 464287804 | ISHARES TR CORE S&P SCP ETF | Equity | 1462 | 14676 | |
09248X100 | 09248X100 | BLACKROCK TAX MUNICPAL BD TR SHS | SHS | 177 | 10645 | |
464287150 | 464287150 | ISHARES TR CORE S&P TTL STK | Equity | 330 | 3368 | |
001055102 | 001055102 | AFLAC INC COM | COM | 507 | 7257 | |
902973304 | 902973304 | US BANCORP DEL COM NEW | Equity | 300 | 9084 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED CLASS A | Equity | 273 | 694 | |
78464A409 | 78464A409 | SPDR PORTFOLIO S&P 500 GROWTH ETF | Equity | 345 | 5661 | |
46137V233 | 46137V233 | INVESCO S&P 500 TOP 50 ETF | Equity | 327 | 936 | |
78463X541 | 78463X541 | SPDR S&P GLOBAL NATURAL RESOURCES ETF | Equity | 385 | 7142 | |
47109U104 | 47109U104 | JAPAN SMALLER CAPITALIZATION F | COM | 341 | 47300 | |
718172109 | 718172109 | PHILIP MORRIS INTERNATIONAL INCORPORATED | Equity | 249 | 2547 | |
29273V100 | 29273V100 | ENERGY TRANSFER L P COM UT LTD PTN | COM UT LTD PTN | 377 | 29680 | |
693718108 | 693718108 | PACCAR INCORPORATED | Equity | 801 | 9572 | |
550241103 | 550241103 | LUMEN TECHNOLOGIES INCORPORATED | Equity | 76 | 33587 | |
87612E106 | 87612E106 | TARGET CORPORATION | Equity | 218 | 1656 | |
78464A805 | 78464A805 | SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF | PORTFOLI S&P 1500 COMP STK ETF | 3441 | 63214 | |
33939L407 | 33939L407 | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | Equity | 1144 | 28539 | |
68622V106 | 68622V106 | ORGANON & CO COM | COM | 372 | 17865 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INCORPORATED | Equity | 337 | 9064 | |
97717W703 | 97717W703 | WISDOMTREE TRUST INTL EQUITY FD ETF | INTL EQUITY FD ETF | 246 | 4841 | |
92189F130 | 92189F130 | VANECK INFLATION ALLOCATION ETF | INFLATION ALLOCA | 6787 | 271566 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB COMPANY | Equity | 1281 | 20025 | |
037833100 | 037833100 | APPLE INC COM | COM | 9394 | 48429 | |
89417E109 | 89417E109 | TRAVELERS COMPANIES INCORPORATED | Equity | 357 | 2053 | |
808524839 | 808524839 | SCHWAB US AGGREGATE BOND ETF | Equity | 776 | 16822 | |
02079K107 | 02079K107 | ALPHABET INCORPORATED CAP STK CLASS C | Equity | 869 | 7184 | |
464287507 | 464287507 | ISHARES TRUST CORE S&P MCP ETF | CORE S&P MCP ETF | 416 | 1591 | |
46432F842 | 46432F842 | ISHARES TR CORE MSCI EAFE | Equity | 1524 | 22585 | |
254687106 | 254687106 | DISNEY WALT COMPANY | Equity | 1552 | 17386 | |
149123101 | 149123101 | CATERPILLAR INCORPORATED | Equity | 336 | 1366 | |
172967424 | 172967424 | CITIGROUP INCORPORATED COM NEW | Equity | 231 | 5008 | |
866264203 | 866264203 | SUMMIT ST BK SANTA ROSA CALIF | Equity | 720 | 47620 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | Equity | 4527 | 10700 | |
46434V621 | 46434V621 | ISHARES TR CORE DIV GRWTH | Equity | 2339 | 45405 | |
46432F842 | 46432F842 | ISHARES TRUST CORE MSCI EAFE ETF | CORE MSCI EAFE ETF | 386 | 5711 | |
92556V106 | 92556V106 | VIATRIS INC COM | COM | 510 | 51036 | |
478160104 | 478160104 | JOHNSON & JOHNSON COM | COM | 576 | 3485 | |
88554D205 | 88554D205 | 3-D SYSTEMS CORPORATION DEL COM NEW | Equity | 252 | 25353 | |
166764100 | 166764100 | CHEVRON CORPORATION COM | COM | 1583 | 10061 | |
26441C204 | 26441C204 | DUKE ENERGY CORPORATION NEW COM NEW | Equity | 511 | 5690 | |
500754106 | 500754106 | KRAFT HEINZ COMPANY | Equity | 487 | 13726 | |
30231G102 | 30231G102 | EXXON MOBIL CORPORATION COM | COM | 1597 | 14889 | |
85207K107 | 85207K107 | SPROTT PHYSICAL SILVER TR TR UNIT | TR UNIT | 88 | 11276 | |
713448108 | 713448108 | PEPSICO INCORPORATED | Equity | 338 | 1823 | |
62944T105 | 62944T105 | NVR INCORPORATED | Equity | 559 | 88 | |
464288414 | 464288414 | ISHARES TR NATIONAL MUN ETF | Equity | 484 | 4534 | |
46434G103 | 46434G103 | ISHARES INC CORE MSCI EMKT ETF | CORE MSCI EMKT ETF | 437 | 8816 | |
969457100 | 969457100 | WILLIAMS COMPANIES INC COM | COM | 683 | 20923 | |
464288273 | 464288273 | ISHARES TR EAFE SML CP ETF | Equity | 724 | 12275 | |
464287226 | 464287226 | ISHARES TRUST CORE US AGGBD ET ETF | CORE US AGGBD ET ETF | 448 | 4565 | |
921937827 | 921937827 | VANGUARD SHORT-TERM BOND ETF | Equity | 444 | 5876 | |
369604301 | 369604301 | GENERAL ELECTRIC COMPANY COM NEW | Equity | 720 | 6555 | |
464288679 | 464288679 | ISHARES TR SHORT TREAS BD | Equity | 244 | 2206 | |
33734H106 | 33734H106 | FIRST TST VALUE LI SHS ETF | SHS ETF | 5240 | 130639 | |
437076102 | 437076102 | HOME DEPOT INC COM | COM | 793 | 2553 | |
842587107 | 842587107 | SOUTHERN CO COM | COM | 358 | 5100 | |
091749101 | 091749101 | BITWISE 10 CRYPTO INDEX FD COM | COM | 1246 | 109747 | |
922908751 | 922908751 | VANGUARD SMALL CP ETF | SMALL CP ETF | 2600 | 13071 | |
023135106 | 023135106 | AMAZON COM INCORPORATED | Equity | 1382 | 10601 | |
389638107 | 389638107 | GRAYSCALE ETHEREUM TR ETH COM | COM | 1300 | 130733 | |
747525103 | 747525103 | QUALCOMM INCORPORATED | Equity | 385 | 3230 | |
205887102 | 205887102 | CONAGRA BRANDS INCORPORATED | Equity | 722 | 21416 | |
49456B101 | 49456B101 | KINDER MORGAN INCORPORATED DEL | Equity | 1784 | 103605 | |
81369Y308 | 81369Y308 | SPDR CONSUMER STAPLES SELECT SECTOR FUND | Equity | 285 | 3844 | |
493267108 | 493267108 | KEYCORP | Equity | 281 | 30432 | |
79466L302 | 79466L302 | SALESFORCE INCORPORATED | Equity | 229 | 1083 | |
74347B680 | 74347B680 | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | Equity | 1067 | 15178 | |
464287234 | 464287234 | ISHARES TR MSCI EMG MKT ETF | Equity | 1481 | 37436 | |
03076C106 | 03076C106 | AMERIPRISE FINL INCORPORATED | Equity | 388 | 1167 | |
345370860 | 345370860 | FORD MTR COMPANY DEL | Equity | 287 | 19001 | |
46429B697 | 46429B697 | ISHARES TRUST MSCI USA MIN VOL FACTOR ETF | MSCI USA MIN VOL FACTOR ETF | 226 | 3045 | |
921946406 | 921946406 | VANGUARD HIGH DIV YLD ETF | HIGH DIV YLD ETF | 414 | 3899 | |
92189F130 | 92189F130 | VANECK ETF TRUST INFLATION ALLOCATION ETF | INFLATION ALLOCATION ETF | 1167 | 46639 | |
33939L654 | 33939L654 | FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND | Equity | 860 | 16102 | |
30303M102 | 30303M102 | META PLATFORMS INCORPORATED CLASS A | Equity | 555 | 1934 | |
464288885 | 464288885 | ISHARES TRUST EAFE GRWTH ETF | EAFE GRWTH ETF | 280 | 2902 | |
74348A467 | 74348A467 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | Equity | 3257 | 34546 | |
150837607 | 150837607 | CEL-SCI CORPORATION COM PAR NEW | Equity | 86 | 35524 | |
22160K105 | 22160K105 | COSTCO WHOLESALE CORP COM | COM | 2318 | 4306 | |
46429B655 | 46429B655 | ISHARES TR FLTG RATE NT ETF | Equity | 902 | 17750 | |
00973N102 | 00973N102 | AKOUSTIS TECHNOLOGIES INCORPORATED | Equity | 81 | 25532 | |
58933Y105 | 58933Y105 | MERCK & CO INC COM | COM | 485 | 4202 | |
539830109 | 539830109 | LOCKHEED MARTIN CORPORATION | Equity | 357 | 775 | |
020002101 | 020002101 | ALLSTATE CORPORATION | Equity | 495 | 4544 | |
922908744 | 922908744 | VANGUARD VALUE ETF | Equity | 315 | 2215 | |
464288877 | 464288877 | ISHARES TR EAFE VALUE ETF | Equity | 676 | 13819 | |
78464A847 | 78464A847 | SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF | PORTFOLIO S&P 400 MID CAP ETF | 360 | 7843 | |
191216100 | 191216100 | COCA-COLA CO COM | COM | 511 | 8501 | |
91688R108 | 91688R108 | UR-ENERGY INCORPORATED | COM | 31 | 29230 | |
830566105 | 830566105 | SKECHERS U S A INCORPORATED CLASS A | Equity | 780 | 14817 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC COM CL B | COM CL B | 358 | 1052 | |
921937819 | 921937819 | VANGUARD INTERMEDIATE-TERM BOND ETF | Equity | 445 | 5916 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INCORPORATED CLASS B | Equity | 2255 | 12581 | |
87807B107 | 87807B107 | TC ENERGY CORPORATION | COM | 212 | 5250 | |
464288653 | 464288653 | ISHARES TRUST 10-20 YR TRS ETF | 10-20 YR TRS ETF | 946 | 8500 | |
12468P104 | 12468P104 | C3 AI INCORPORATED CLASS A | Equity | 360 | 9890 | |
464287226 | 464287226 | ISHARES TR CORE US AGGBD ET | Equity | 2412 | 24626 | |
464285204 | 464285204 | ISHARES GOLD TRUST ISHARES NEW ETF | ISHARES NEW ETF | 439 | 12064 | |
78468R853 | 78468R853 | SPDR PORTFOLIO S&P 600 SM CAP ETF | PORTFOLIO S&P 600 SM CAP ETF | 248 | 6376 | |
389637109 | 389637109 | GRAYSCALE BITCOIN TRUST BTC COM | COM | 1537 | 80202 | |
92936U109 | 92936U109 | WP CAREY INCORPORATED REIT | COM | 410 | 6074 | |
45782B104 | 45782B104 | INSEEGO CORPORATION | Equity | 117 | 181624 | |
594918104 | 594918104 | MICROSOFT CORPORATION | Equity | 2692 | 7905 | |
060505104 | 060505104 | BANK OF AMERICA CORPORATION COM | COM | 1228 | 42810 | |
458140100 | 458140100 | INTEL CORPORATION | Equity | 467 | 13977 | |
401664107 | 401664107 | GUGGENHEIM TAXABLE MUNICP BOND | COM | 196 | 12000 | |
92826C839 | 92826C839 | VISA INCORPORATED COM CLASS A | Equity | 340 | 1432 | |
33939L845 | 33939L845 | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND | Equity | 1167 | 20881 | |
565849106 | 565849106 | MARATHON OIL CORPORATION | Equity | 461 | 20040 | |
88688T100 | 88688T100 | TILRAY BRANDS INCORPORATED | Equity | 21 | 13231 | |
912318300 | 912318300 | UNITED STATES NATURAL GAS FUND, LP | Equity | 166 | 22322 | |
46625H100 | 46625H100 | JPMORGAN CHASE & COMPANY | Equity | 1304 | 8967 | |
039483102 | 039483102 | ARCHER DANIELS MIDLAND COMPANY | Equity | 603 | 7982 | |
02079K305 | 02079K305 | ALPHABET INCORPORATED CAP STK CLASS A | Equity | 571 | 4774 | |
98389B100 | 98389B100 | XCEL ENERGY INCORPORATED | Equity | 303 | 4873 | |
V7780T103 | V7780T103 | ROYAL CARIBBEAN GROUP | COM | 244 | 2353 | |
532457108 | 532457108 | LILLY ELI & COMPANY | Equity | 1334 | 2844 | |
674599105 | 674599105 | OCCIDENTAL PETE CORPORATION | Equity | 337 | 5724 | |
316092840 | 316092840 | FIDELITY HIGH DIVIDEND ETF | Equity | 1392 | 35034 | |
17275R102 | 17275R102 | CISCO SYSTEMS INC COM | COM | 757 | 14635 | |
949746101 | 949746101 | WELLS FARGO COMPANY NEW | Equity | 200 | 4693 | |
464287457 | 464287457 | ISHARES TRUST 1 3 YR TREAS BD ETF | 1 3 YR TREAS BD ETF | 1615 | 19922 | |
65339F101 | 65339F101 | NEXTERA ENERGY INCORPORATED | Equity | 419 | 5649 | |
88160R101 | 88160R101 | TESLA INCORPORATED | Equity | 5084 | 19420 | |
169656105 | 169656105 | CHIPOTLE MEXICAN GRILL INCORPORATED | Equity | 864 | 404 | |
717081103 | 717081103 | PFIZER INC COM | COM | 886 | 24139 | |
464288653 | 464288653 | ISHARES TR 10-20 YR TRS ETF | Equity | 5543 | 50042 | |
649445103 | 649445103 | NEW YORK CMNTY BANCORP INCORPORATED | Equity | 291 | 25894 | |
00175J107 | 00175J107 | AMMO INCORPORATED | Equity | 209 | 98329 | |
742718109 | 742718109 | PROCTER AND GAMBLE COMPANY | Equity | 1608 | 10599 | |
922908629 | 922908629 | VANGUARD MID CAP ETF | MID CAP ETF | 4695 | 21326 | |
464287671 | 464287671 | ISHARES TR CORE S&P US GWT | Equity | 1701 | 17422 | |
464287671 | 464287671 | ISHARES TRUST CORE S&P US GWT ETF | CORE S&P US GWT ETF | 516 | 5277 | |
67092P201 | 67092P201 | NUVEEN ESG LARGE-CAP GROWTH ETF | Equity | 263 | 4230 | |
464287200 | 464287200 | ISHARES TRUST CORE S&P500 ETF | CORE S&P500 ETF | 5649 | 12671 | |
931142103 | 931142103 | WALMART INCORPORATED | Equity | 401 | 2550 | |
464287200 | 464287200 | ISHARES TR CORE S&P500 ETF | CORE S&P500 ETF | 35753 | 80216 | |
464288885 | 464288885 | ISHARES TR EAFE GRWTH ETF | Equity | 915 | 9585 | |
760911107 | 760911107 | RESEARCH FRONTIERS INCORPORATED | Equity | 75 | 46965 | |
69374H881 | 69374H881 | PACER US CASH COWS 100 ETF | Equity | 543 | 11352 | |
74347B698 | 74347B698 | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | Equity | 303 | 5127 | |
071734107 | 071734107 | BAUSCH HEALTH COMPANIES INCORPORATED | COM | 120 | 15037 | |
00206R102 | 00206R102 | AT&T INCORPORATED | Equity | 999 | 62610 | |
46434V621 | 46434V621 | ISHARES TRUST CORE DIV GRWTH ETF | CORE DIV GRWTH ETF | 536 | 10417 | |
501044101 | 501044101 | KROGER COMPANY | Equity | 400 | 8507 | |
68389X105 | 68389X105 | ORACLE CORP COM | COM | 461 | 3871 |