Filling information for New Perspectives, Inc as Treemap, investor disclosed 22 total holdings based on 2022-12-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 578453 | 2332 | |
| 78464A847 | 78464A847 | SPDR SER TR | PORTFOLIO S&P400 | 9550770 | 224724 | |
| 97717W562 | 97717W562 | WISDOMTREE TR | US SMALLCAP FUND | 1409766 | 33101 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 226452 | 1057 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 406020 | 3056 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 250280 | 1783 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 18622370 | 302115 | |
| 084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 937422 | 2 | |
| 037833100 | 037833100 | APPLE INC | COM | 1472627 | 11334 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 36122982 | 803090 | |
| 031162100 | 031162100 | AMGEN INC | COM | 241629 | 920 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 15667678 | 58839 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 258423 | 1248 | |
| 97717Y527 | 97717Y527 | WISDOMTREE TR | FLOATNG RAT TREA | 21920738 | 436060 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1095329 | 21845 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 388713 | 1824 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 2227383 | 10929 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2200850 | 56461 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 7096509 | 46734 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 8902124 | 51056 | |
| 277276101 | 277276101 | EASTGROUP PPTYS INC | COM | 608347 | 4109 | |
| 78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 244768 | 8244 |