Filling information for ADAMSBROWN WEALTH CONSULTANTS LLC as Treemap, investor disclosed 78 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 | |
|---|---|---|---|---|---|---|
| 29402E102 | 29402E102 | ENVELA CORP | COM | 73600 | 10000 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 321818 | 728 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1694316 | 4586 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 6750672 | 274083 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 348405 | 3019 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 273288 | 5286 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 513240 | 2330 | |
| 244199105 | 244199105 | DEERE & CO | COM | 405400 | 1001 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 1569991 | 22103 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 30272744 | 416865 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 1228544 | 6633 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 258313 | 1449 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 253899 | 2451 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 5585925 | 42085 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 356781 | 2645 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 353390 | 1350 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 216188 | 485 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 167609 | 10508 | |
| 97717W307 | 97717W307 | WISDOMTREE TR | US LARGECAP DIVD | 698414 | 10981 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 231659 | 2854 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2496802 | 7322 | |
| 381430206 | 381430206 | GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 306936 | 10265 | |
| 302635206 | 302635206 | FS KKR CAP CORP | COM | 1005148 | 52406 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 528542 | 4640 | |
| 808524854 | 808524854 | SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 299718 | 6082 | |
| 46434V456 | 46434V456 | ISHARES TR | MSCI INTL QUALTY | 2186049 | 61406 | |
| 717081103 | 717081103 | PFIZER INC | COM | 270207 | 7367 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 300940 | 8092 | |
| 316092857 | 316092857 | FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 511617 | 20391 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 6062721 | 131285 | |
| 72200W106 | 72200W106 | PIMCO MUN INCOME FD II | COM | 222472 | 24610 | |
| 46641Q886 | 46641Q886 | J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 11012769 | 124724 | |
| 29460X109 | 29460X109 | EQUITY BANCSHARES INC | COM CL A | 225347 | 9892 | |
| 003261203 | 003261203 | ABRDN ETFS | BBRG ALL COMMDY | 576873 | 18084 | |
| 72201R783 | 72201R783 | PIMCO ETF TR | 0-5 HIGH YIELD | 675882 | 7412 | |
| 33739P855 | 33739P855 | FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 9220117 | 547188 | |
| 501044101 | 501044101 | KROGER CO | COM | 334830 | 7124 | |
| 682680103 | 682680103 | ONEOK INC NEW | COM | 653575 | 10589 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 283159 | 9870 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 192154 | 12700 | |
| 46435G433 | 46435G433 | ISHARES TR | MSCI USA SMCP MN | 923325 | 26935 | |
| 25179M103 | 25179M103 | DEVON ENERGY CORP NEW | COM | 304522 | 6300 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 536314 | 5358 | |
| 14020G101 | 14020G101 | CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 22415099 | 888430 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 355613 | 802 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 453244 | 2738 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1135827 | 8713 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 468464 | 2694 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 422379 | 1871 | |
| 78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 9302086 | 239498 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 430757 | 1501 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 200160 | 2242 | |
| 097023105 | 097023105 | BOEING CO | COM | 284433 | 1347 | |
| 97717X594 | 97717X594 | WISDOMTREE TR | ITL HDG QTLY DIV | 1791687 | 44603 | |
| 46138G649 | 46138G649 | INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 5372390 | 35349 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 224952 | 1482 | |
| 46641Q852 | 46641Q852 | J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 12153623 | 260807 | |
| 30290Y101 | 30290Y101 | FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 88749 | 18684 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 391905 | 1970 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 320221 | 1936 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 715017 | 1690 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 276395 | 1757 | |
| 680033107 | 680033107 | OLD NATL BANCORP IND | COM | 182029 | 13058 | |
| 278865100 | 278865100 | ECOLAB INC | COM | 225719 | 1209 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 269492 | 3596 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 2007986 | 18722 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 225520 | 4498 | |
| 30034W106 | 30034W106 | EVERGY INC | COM | 1217201 | 20835 | |
| 037833100 | 037833100 | APPLE INC | COM | 4396504 | 22666 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 8741489 | 71313 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 982548 | 2412 | |
| 92647N535 | 92647N535 | VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 1558170 | 31877 | |
| 931142103 | 931142103 | WALMART INC | COM | 970269 | 6173 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 1818604 | 39398 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 296768 | 4928 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 560098 | 2544 | |
| 14020Y102 | 14020Y102 | CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 16600056 | 745735 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1753335 | 5149 |