Filling information for LUTS & GREENLEIGH GROUP, INC as Treemap, investor disclosed 63 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 | |
|---|---|---|---|---|---|---|
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 482203 | 1003 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 453629 | 2990 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 365084 | 863 | |
| 464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 1132577 | 4667 | |
| 452327109 | 452327109 | ILLUMINA INC | COM | 1534418 | 8184 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 209846 | 1581 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 285954 | 7689 | |
| 464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 778321 | 15904 | |
| 464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 1011975 | 7187 | |
| 38068T105 | 38068T105 | GOLD RESOURCE CORP | COM | 7938 | 12600 | |
| 92204A603 | 92204A603 | VANGUARD WORLD FDS | INDUSTRIAL ETF | 239031 | 1163 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 777558 | 8150 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 216683 | 5215 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 222010 | 1865 | |
| 464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 1149284 | 11894 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 359999 | 7947 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 27163493 | 253273 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 402224 | 1348 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 880451 | 6754 | |
| 46432F859 | 46432F859 | ISHARES TR | CORE 1 5 YR USD | 1585271 | 33990 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 276801 | 704 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 297327 | 1890 | |
| 464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 1076602 | 9802 | |
| 7591EP100 | 7591EP100 | REGIONS FINANCIAL CORP NEW | COM | 197624 | 11090 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 710430 | 1607 | |
| 808524847 | 808524847 | SCHWAB STRATEGIC TR | US REIT ETF | 414036 | 21200 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 551586 | 13943 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 672953 | 5622 | |
| 81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 364412 | 2146 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 803147 | 8227 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 668552 | 4597 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 1722524 | 6260 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 323957 | 4366 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 8434808 | 15667 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 1537334 | 14101 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 859525 | 11784 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1506393 | 4849 | |
| 037833100 | 037833100 | APPLE INC | COM | 3169613 | 16341 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 551681 | 11951 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 223545 | 2282 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 684863 | 3347 | |
| 922475108 | 922475108 | VEEVA SYS INC | CL A COM | 258038 | 1305 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 679857 | 1669 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 322771 | 1556 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1030733 | 6227 | |
| 83413U100 | 83413U100 | SLR INVESTMENT CORP | COM | 148008 | 10372 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1834166 | 13614 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 1256287 | 20862 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 206665 | 1881 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 3258677 | 9569 | |
| 931142103 | 931142103 | WALMART INC | COM | 401728 | 2556 | |
| 487836108 | 487836108 | KELLOGG CO | COM | 593120 | 8800 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 562873 | 4653 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 1508220 | 9556 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 1266393 | 7302 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 649166 | 5626 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 488144 | 1600 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 257104 | 372 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 822716 | 4615 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 395359 | 11090 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 276488 | 896 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 276612 | 5346 | |
| 25746U109 | 25746U109 | DOMINION ENERGY INC | COM | 277077 | 5350 |