Filling information for Family Asset Management, LLC as Treemap, investor disclosed 186 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 | |
---|---|---|---|---|---|---|
46435U713 | 46435U713 | ISHARES TR | US INFRASTRUC | 71985 | 1842 | |
464287754 | 464287754 | ISHARES TR | US INDUSTRIALS | 18875 | 178 | |
808524698 | 808524698 | SCHWAB STRATEGIC TR | 5 10YR CORP BD | 139478 | 3166 | |
464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 8717 | 81 | |
174610105 | 174610105 | CITIZENS FINL GROUP INC | COM | 200390 | 7684 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 74536 | 892 | |
46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 5347640 | 39650 | |
46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 916720 | 18598 | |
46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 1009606 | 6999 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 578078 | 5390 | |
09260D107 | 09260D107 | BLACKSTONE INC | COM | 265057 | 2851 | |
46641Q225 | 46641Q225 | J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | 674 | 11 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 34354 | 287 | |
464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 112375 | 712 | |
464288513 | 464288513 | ISHARES TR | IBOXX HI YD ETF | 1306139 | 17399 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 1733384 | 5090 | |
46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 6609394 | 97917 | |
464288281 | 464288281 | ISHARES TR | JPMORGAN USD EMG | 831018 | 9603 | |
46641Q308 | 46641Q308 | J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 8533 | 169 | |
46641Q266 | 46641Q266 | J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 24729 | 679 | |
46435U366 | 46435U366 | ISHARES TR | SELF DRIVNG EV | 80797 | 1975 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 255409 | 749 | |
46434V860 | 46434V860 | ISHARES TR | TRS FLT RT BD | 103215 | 2037 | |
78464A672 | 78464A672 | SPDR SER TR | PORTFLI INTRMDIT | 14403 | 509 | |
46429B267 | 46429B267 | ISHARES TR | US TREAS BD ETF | 285952 | 12487 | |
46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 30741 | 305 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 346124 | 850 | |
46641Q761 | 46641Q761 | J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 574223 | 12968 | |
316092840 | 316092840 | FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 820512 | 20647 | |
78468R622 | 78468R622 | SPDR SER TR | BLOOMBERG HIGH Y | 502852 | 5464 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 294596 | 2553 | |
464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 2274527 | 23247 | |
46435U853 | 46435U853 | ISHARES TR | BROAD USD HIGH | 1066060 | 30200 | |
46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1678853 | 30343 | |
81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 122482 | 1478 | |
464288166 | 464288166 | ISHARES TR | AGENCY BOND ETF | 590560 | 5521 | |
464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 741286 | 7568 | |
464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 220 | 2 | |
81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 1270057 | 15647 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1487739 | 3356 | |
46641Q167 | 46641Q167 | J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 36514 | 687 | |
78468R739 | 78468R739 | SPDR SER TR | NUVEEN BLMBRG SH | 1795 | 38 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 35601 | 179 | |
808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 4305595 | 64176 | |
78468R200 | 78468R200 | SPDR SER TR | BLOOMBERG INVT | 613892 | 20003 | |
921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 433402 | 4086 | |
46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 4792060 | 92996 | |
46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 167465 | 2253 | |
78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 52726 | 430 | |
464288620 | 464288620 | ISHARES TR | USD INV GRDE ETF | 304597 | 6081 | |
46137V266 | 46137V266 | INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 13273 | 87 | |
921946794 | 921946794 | VANGUARD WHITEHALL FDS | INTL HIGH ETF | 11818 | 187 | |
78464A383 | 78464A383 | SPDR SER TR | PORT MTG BK ETF | 26577 | 1213 | |
808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 116938 | 2670 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 589 | 9 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 2108699 | 5708 | |
78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 207699 | 7055 | |
92189H300 | 92189H300 | VANECK ETF TRUST | JP MRGAN EM LOC | 614232 | 24031 | |
035710839 | 035710839 | ANNALY CAPITAL MANAGEMENT IN | COM NEW | 491370 | 24556 | |
464287762 | 464287762 | ISHARES TR | US HLTHCARE ETF | 342468 | 1222 | |
33734X143 | 33734X143 | FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 606536 | 5600 | |
931142103 | 931142103 | WALMART INC | COM | 295341 | 1879 | |
316092600 | 316092600 | FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 134 | 2 | |
46434V803 | 46434V803 | ISHARES TR | HDG MSCI EAFE | 556109 | 17939 | |
46641Q399 | 46641Q399 | J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 144195 | 1809 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 125875 | 1263 | |
464287788 | 464287788 | ISHARES TR | U.S. FINLS ETF | 81101 | 1087 | |
37954Y343 | 37954Y343 | GLOBAL X FDS | GLBL X MLP ETF | 436387 | 10165 | |
464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 206292 | 2004 | |
33733E302 | 33733E302 | FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 693522 | 4255 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1343175 | 3014 | |
808524854 | 808524854 | SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 63276 | 1284 | |
53656F581 | 53656F581 | LISTED FD TR | OVERLAY | 173080 | 6219 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 219579 | 1510 | |
464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 4500 | 60 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 211645 | 244 | |
464286517 | 464286517 | ISHARES INC | JP MORGAN EM ETF | 619493 | 16734 | |
464288745 | 464288745 | ISHARES TR | GLB CNS DISC ETF | 182410 | 1164 | |
46137V431 | 46137V431 | INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 3381259 | 37247 | |
78463X152 | 78463X152 | SPDR INDEX SHS FDS | S&P NORTH AMER | 31370 | 609 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 22456 | 102 | |
808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 215598 | 4486 | |
46641Q340 | 46641Q340 | J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 5311 | 67 | |
464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 3451561 | 21413 | |
78464A284 | 78464A284 | SPDR SER TR | NUVEEN BLOOMBERG | 137605 | 5502 | |
33734X192 | 33734X192 | FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 1823 | 24 | |
09256A109 | 09256A109 | BLACKROCK ENHANCD CAP & INM | COM | 277324 | 14982 | |
464287838 | 464287838 | ISHARES TR | U.S. BAS MTL ETF | 480311 | 3610 | |
610335101 | 610335101 | MONROE CAP CORP | COM | 223641 | 27340 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 160438 | 567 | |
46435U861 | 46435U861 | ISHARES TR | CORE DIVID ETF | 82200 | 2149 | |
464288257 | 464288257 | ISHARES TR | MSCI ACWI ETF | 17269 | 180 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 573640 | 4742 | |
464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 173708 | 4391 | |
464286392 | 464286392 | ISHARES INC | MSCI WORLD ETF | 1316550 | 10573 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 4304657 | 59375 | |
81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 5662 | 87 | |
46429B366 | 46429B366 | ISHARES TR | CMBS ETF | 36121 | 788 | |
464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 259379 | 2685 | |
464287796 | 464287796 | ISHARES TR | U.S. ENERGY ETF | 321043 | 7494 | |
464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 471447 | 9397 | |
33733E203 | 33733E203 | FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 248853 | 1625 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 294296 | 1126 | |
46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 166436 | 3275 | |
78463X202 | 78463X202 | SPDR INDEX SHS FDS | EURO STOXX 50 | 4018367 | 87394 | |
808524680 | 808524680 | SCHWAB STRATEGIC TR | LONG TERM US | 1093604 | 30135 | |
78464A789 | 78464A789 | SPDR SER TR | S&P INS ETF | 613 | 15 | |
46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 29328 | 645 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 1185201 | 6612 | |
746823103 | 746823103 | PUTNAM MANAGED MUN INCOME TR | COM | 63336 | 10400 | |
81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 377 | 10 | |
316092808 | 316092808 | FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 139 | 1 | |
46435G524 | 46435G524 | ISHARES TR | INTL DIV GRWTH | 406366 | 6552 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 642096 | 3879 | |
46432F388 | 46432F388 | ISHARES TR | MSCI USA VALUE | 103356 | 1102 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 281978 | 1736 | |
023135106 | 023135106 | AMAZON COM INC | COM | 404637 | 3104 | |
464286608 | 464286608 | ISHARES INC | MSCI EURZONE ETF | 385346 | 8410 | |
075887109 | 075887109 | BECTON DICKINSON & CO | COM | 443009 | 1678 | |
46641Q191 | 46641Q191 | J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | 24408 | 451 | |
464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 313476 | 10135 | |
55272X607 | 55272X607 | MFA FINL INC | COM | 1105757 | 98377 | |
464287184 | 464287184 | ISHARES TR | CHINA LG-CAP ETF | 13595 | 500 | |
464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 18414 | 193 | |
233051200 | 233051200 | DBX ETF TR | XTRACK MSCI EAFE | 597152 | 16883 | |
53656F854 | 53656F854 | LISTED FD TR | SHARES MUNI DB | 68926 | 3114 | |
464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 43380 | 535 | |
464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 63480 | 3450 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 388936 | 3644 | |
316092303 | 316092303 | FIDELITY COVINGTON TRUST | CONSMR STAPLES | 101287 | 2230 | |
78464A664 | 78464A664 | SPDR SER TR | PORTFOLIO LN TSR | 29930 | 1001 | |
46434G772 | 46434G772 | ISHARES INC | MSCI TAIWAN ETF | 188 | 4 | |
097023105 | 097023105 | BOEING CO | COM | 979571 | 4639 | |
46434V738 | 46434V738 | ISHARES TR | CORE MSCI EURO | 2233334 | 42435 | |
464288661 | 464288661 | ISHARES TR | 3 7 YR TREAS BD | 38843 | 337 | |
835495102 | 835495102 | SONOCO PRODS CO | COM | 994841 | 16856 | |
46435U556 | 46435U556 | ISHARES TR | ROBOTICS ARTIF | 32214 | 975 | |
92189H409 | 92189H409 | VANECK ETF TRUST | HIGH YLD MUNIETF | 313507 | 6106 | |
464288588 | 464288588 | ISHARES TR | MBS ETF | 2740255 | 29381 | |
46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 36840 | 378 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 385944 | 2716 | |
464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 98854 | 908 | |
464287689 | 464287689 | ISHARES TR | RUSSELL 3000 ETF | 2561596 | 10066 | |
808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 15757304 | 210238 | |
97717W307 | 97717W307 | WISDOMTREE TR | US LARGECAP DIVD | 870684 | 13690 | |
464286525 | 464286525 | ISHARES INC | MSCI GBL MIN VOL | 1104295 | 11262 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 244228 | 1402 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 715383 | 4115 | |
46429B333 | 46429B333 | ISHARES TR | GNMA BOND ETF | 49145 | 1121 | |
464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 168657 | 1527 | |
81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 4376 | 59 | |
46641Q159 | 46641Q159 | J P MORGAN EXCHANGE TRADED F | INCOME ETF | 11977275 | 264984 | |
464288653 | 464288653 | ISHARES TR | 10-20 YR TRS ETF | 11520 | 104 | |
464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 5542390 | 78638 | |
037833100 | 037833100 | APPLE INC | COM | 4153995 | 21416 | |
78464A516 | 78464A516 | SPDR SER TR | BLOOMBERG INTL T | 20205 | 896 | |
842587107 | 842587107 | SOUTHERN CO | COM | 256553 | 3652 | |
G54950103 | G54950103 | LINDE PLC | SHS | 225980 | 593 | |
81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 851449 | 7934 | |
78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 777 | 20 | |
464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 4571 | 36 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 509683 | 3840 | |
464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 2257840 | 20879 | |
37954Y293 | 37954Y293 | GLOBAL X FDS | GLB X MLP ENRG I | 3492 | 84 | |
46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 123867 | 1978 | |
37940X102 | 37940X102 | GLOBAL PMTS INC | COM | 1019386 | 10347 | |
46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 4816382 | 96059 | |
46434V100 | 46434V100 | ISHARES TR | 0-5YR INVT GR CP | 204651 | 4245 | |
33734X101 | 33734X101 | FIRST TR EXCHANGE TRADED FD | CONSUMR DISCRE | 412198 | 7466 | |
46137V712 | 46137V712 | INVESCO EXCHANGE TRADED FD T | DYNMC MKT ETF | 29031 | 250 | |
78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 582782 | 6347 | |
840441109 | 840441109 | SOUTHSTATE CORPORATION | COM | 281624 | 4280 | |
81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 235904 | 6998 | |
81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 190250 | 1120 | |
46641Q670 | 46641Q670 | J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 22219 | 477 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 487534 | 2150 | |
46641Q373 | 46641Q373 | J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 83652 | 1524 | |
46434V456 | 46434V456 | ISHARES TR | MSCI INTL QUALTY | 211215 | 5933 | |
46435G409 | 46435G409 | ISHARES TR | MSCI INTL VLU FT | 16873 | 663 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 229900 | 1046 | |
808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 124948 | 5073 | |
78468R721 | 78468R721 | SPDR SER TR | NUVEEN BLMBRG MU | 851329 | 18443 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 707892 | 2279 | |
92189H748 | 92189H748 | VANECK ETF TRUST | CLO ETF | 38754 | 750 | |
464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 61150 | 252 | |
909907107 | 909907107 | UNITED BANKSHARES INC WEST V | COM | 1213956 | 40915 |