Filling information for Leverty Financial Group, LLC as Treemap, investor disclosed 28 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 | |
|---|---|---|---|---|---|---|
| 87612E106 | 87612E106 | TARGET CORP | COM | 226104 | 1714 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 322257 | 946 | |
| 36240A101 | 36240A101 | GABELLI UTIL TR | COM | 211990 | 31267 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 2224905 | 22229 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 335309 | 3806 | |
| 46436E569 | 46436E569 | ISHARES TR | ESG SCRND S&P500 | 471150 | 13933 | |
| 037833100 | 037833100 | APPLE INC | COM | 839890 | 4330 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 249182 | 1584 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 388665 | 5758 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 21332312 | 47861 | |
| 151290889 | 151290889 | CEMEX SAB DE CV | SPON ADR NEW | 70800 | 10000 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 292359 | 4116 | |
| 78463M107 | 78463M107 | SPS COMM INC | COM | 376694 | 1961 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 267905 | 6117 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 26303449 | 737933 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 17369022 | 313941 | |
| 46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 231310 | 7313 | |
| 824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 370400 | 1395 | |
| 30063P105 | 30063P105 | EXACT SCIENCES CORP | COM | 375600 | 4000 | |
| 98389B100 | 98389B100 | XCEL ENERGY INC | COM | 275848 | 4437 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 399073 | 5472 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 4309714 | 16482 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 48117340 | 918874 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 1302298 | 13069 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 3708158 | 51147 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 4558248 | 10283 | |
| 278865100 | 278865100 | ECOLAB INC | COM | 2060721 | 11038 | |
| 02072L722 | 02072L722 | EA SERIES TRUST | STRIVE US ENERGY | 228900 | 8366 |