Filling information for Investments & Financial Planning, LLC as Treemap, investor disclosed 35 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 | |
|---|---|---|---|---|---|---|
| 037833100 | 037833100 | APPLE INC | COM | 507568 | 2617 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 7361985 | 75912 | |
| 464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 394021 | 3787 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 19846412 | 75900 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 3555033 | 16147 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 23295157 | 381825 | |
| 922908512 | 922908512 | VANGUARD INDEX FDS | MCAP VL IDXVIP | 4153874 | 30018 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 711081 | 6662 | |
| 78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 212543 | 6182 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 302770 | 1864 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 229249 | 3417 | |
| 921946885 | 921946885 | VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 568916 | 9136 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 1341855 | 4742 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 520036 | 12038 | |
| 464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 1886292 | 19521 | |
| 922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 416522 | 1813 | |
| 92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 3984902 | 81524 | |
| 46434V407 | 46434V407 | ISHARES TR | 0-5YR HI YL CP | 685520 | 16538 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 3836822 | 50711 | |
| 921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 2014221 | 26774 | |
| 464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 721938 | 6676 | |
| 464287739 | 464287739 | ISHARES TR | U.S. REAL ES ETF | 1607226 | 18572 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 991575 | 2344 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 1023677 | 19645 | |
| 464286392 | 464286392 | ISHARES INC | MSCI WORLD ETF | 2685173 | 21564 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 237907 | 1825 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 21364114 | 107417 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 4360147 | 26361 | |
| 14020G101 | 14020G101 | CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 2683600 | 106365 | |
| 78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 460913 | 14165 | |
| 78468R622 | 78468R622 | SPDR SER TR | BLOOMBERG HIGH Y | 262580 | 2853 | |
| 78464A649 | 78464A649 | SPDR SER TR | PORTFOLIO AGRGTE | 382341 | 15071 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 1204927 | 4603 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 206192 | 5069 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 1437973 | 10119 |