Filling information for Holland Advisory Services, Inc. as Treemap, investor disclosed 30 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 | |
|---|---|---|---|---|---|---|
| 464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 404419 | 3682 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 617419 | 2069 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 214733 | 6370 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1515547 | 6880 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 436322 | 3071 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 483019 | 3321 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 9070923 | 114778 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 562654 | 3708 | |
| 143658300 | 143658300 | CARNIVAL CORP | COMMON STOCK | 368653 | 19578 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 301185 | 2811 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 305393 | 7350 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 201210 | 2254 | |
| 443510607 | 443510607 | HUBBELL INC | COM | 268473 | 810 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 289125 | 1780 | |
| 037833100 | 037833100 | APPLE INC | COM | 1196520 | 6169 | |
| 464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 998197 | 10330 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 259239 | 1567 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 6898346 | 69226 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 357968 | 969 | |
| 464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 323047 | 1331 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 283881 | 4028 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 877998 | 2578 | |
| 097023105 | 097023105 | BOEING CO | COM | 222198 | 1052 | |
| 115236101 | 115236101 | BROWN & BROWN INC | COM | 567148 | 8239 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 19961163 | 44785 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 410336 | 2479 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 19530459 | 74692 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 11025049 | 163334 | |
| 031162100 | 031162100 | AMGEN INC | COM | 291837 | 1314 | |
| 931142103 | 931142103 | WALMART INC | COM | 207655 | 1321 |