Filling information for CONSILIO WEALTH ADVISORS, LLC as Treemap, investor disclosed 49 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 | |
|---|---|---|---|---|---|---|
| 902252105 | 902252105 | TYLER TECHNOLOGIES INC | COM | 1808313 | 4342 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1095761 | 2472 | |
| 464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 2773344 | 26941 | |
| 46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 18555878 | 360099 | |
| 922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 330231 | 1629 | |
| 98954M200 | 98954M200 | ZILLOW GROUP INC | CL C CAP STK | 224813 | 4473 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 224208 | 466 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 12195645 | 127824 | |
| 41653L503 | 41653L503 | HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 4816915 | 126628 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 623466 | 15760 | |
| 72201R882 | 72201R882 | PIMCO ETF TR | 25YR+ ZERO U S | 3414470 | 37102 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 203604 | 1230 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 257003 | 1082 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 226540 | 483 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 5827893 | 77027 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 2051535 | 21154 | |
| 46434VAX8 | 46434VAX8 | ISHARES TR | IBONDS DEC23 ETF | 856390 | 33863 | |
| 78468R721 | 78468R721 | SPDR SER TR | NUVEEN BLMBRG MU | 677767 | 14683 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 358044 | 2462 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 11479173 | 33709 | |
| 46434VBG4 | 46434VBG4 | ISHARES TR | IBONDS DEC24 ETF | 829138 | 33677 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 12136738 | 32853 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 5545529 | 42540 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 248876 | 2057 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 687391 | 9753 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 204355 | 1347 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3143210 | 43241 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 1969064 | 18449 | |
| 78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 622615 | 8066 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 2430758 | 5968 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 3980496 | 29989 | |
| 037833100 | 037833100 | APPLE INC | COM | 1876901 | 9676 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 781564 | 2989 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 244411 | 2279 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 8856184 | 217704 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 1430867 | 17648 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 28128043 | 63108 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 219593 | 253 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 3730056 | 15303 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 245424 | 2435 | |
| 464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 544456 | 5576 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 606541 | 5067 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 21333897 | 96902 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 1248657 | 4351 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 626162 | 1592 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 628994 | 2403 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 10246412 | 102824 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 432388 | 1268 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 687167 | 1624 |