Filling information for Magnolia Wealth Management, LLC as Treemap, investor disclosed 11 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 | |
|---|---|---|---|---|---|---|
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 9485177 | 189174 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 264352 | 550 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 10740721 | 147761 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 5859527 | 58801 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 7649337 | 17300 | |
| 92206C102 | 92206C102 | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 17589773 | 304690 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 6471691 | 77450 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 10934639 | 174619 | |
| 037833100 | 037833100 | APPLE INC | COM | 894202 | 4610 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 332027 | 975 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 37137575 | 168593 |