Filling information for REFRAME WEALTH, LLC as Treemap, investor disclosed 61 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 | |
|---|---|---|---|---|---|---|
| 464287150 | 464287150 | iShares Core S&P Total U.S. ETF | COM | 365573 | 4311 | |
| 46435U432 | 46435U432 | iShares iBonds Dec 2025 Term Muni Bond | COM | 708166 | 26855 | |
| 97717W505 | 97717W505 | Wisdomtree Midcap Divdnd | COM | 370260 | 9000 | |
| 464287614 | 464287614 | iShares Russell 1000 Growth | COM | 5506396 | 25702 | |
| 921908844 | 921908844 | Vanguard Div Apprciation | COM | 203783 | 1342 | |
| 46138J866 | 46138J866 | Invesco BulletShares 2023 Corp Bond | COM | 415866 | 19822 | |
| 464288414 | 464288414 | iShares S&P National Muni Bond | COM | 20906678 | 198130 | |
| 808524409 | 808524409 | Schwab US Large Cap Value ETF | COM | 326469 | 4945 | |
| 464287689 | 464287689 | iShares Russell 3000 Index | COM | 14371837 | 65125 | |
| 464288257 | 464288257 | iShares MSCI ACWI Index | COM | 308624 | 3636 | |
| 78462F103 | 78462F103 | SPDR Trust - S&P 500 Index | COM | 1637893 | 4283 | |
| 437076102 | 437076102 | Home Depot | COM | 845557 | 2677 | |
| 808524300 | 808524300 | Schwab US Large Cap Growth ETF | COM | 309580 | 5572 | |
| 91324P102 | 91324P102 | Unitedhealth Group Inc | COM | 217374 | 410 | |
| 464287630 | 464287630 | iShares Russell 2000 Value | COM | 11596054 | 83623 | |
| 02079K305 | 02079K305 | Alphabet Inc CL A | COM | 233104 | 2642 | |
| 46138G888 | 46138G888 | Invesco Treasury | COM | 263455 | 2501 | |
| 46435U697 | 46435U697 | iShares iBonds Dec 2024 Term Muni Bond | COM | 728365 | 28286 | |
| 78464A607 | 78464A607 | DJ Wilshire REIT ETF | COM | 717332 | 8231 | |
| 464287606 | 464287606 | iShares S&P MidCap 400 - Barra Growth | COM | 20694832 | 302999 | |
| 97717W208 | 97717W208 | WISDOMTREE HIGH DIVIDEND FUND | COM | 344240 | 4000 | |
| 30231G102 | 30231G102 | Exxon Mobil Corp. | COM | 364211 | 3302 | |
| 464287234 | 464287234 | iShares MSCI Emerging Markets Index | COM | 2556961 | 67466 | |
| 478160104 | 478160104 | Johnson & Johnson | COM | 876007 | 4959 | |
| 02079K107 | 02079K107 | Alphabet Inc CL C | COM | 289260 | 3260 | |
| 922908553 | 922908553 | Vanguard Real Estate ETF | COM | 718153 | 8707 | |
| 464287648 | 464287648 | iShares Russell 2000 Growth | COM | 4577213 | 21337 | |
| 922042676 | 922042676 | Vanguard Global Ex US Real Estate | COM | 1787185 | 43231 | |
| 78464A763 | 78464A763 | Spdr S&P Dividend Etf | COM | 671841 | 5370 | |
| 149123101 | 149123101 | Caterpillar Tractor Co. S | COM | 222312 | 928 | |
| 532457108 | 532457108 | Lilly Eli & Co. | COM | 275843 | 754 | |
| 922908629 | 922908629 | Vanguard Mid Cap | COM | 504022 | 2473 | |
| 922908769 | 922908769 | Vanguard Total Stock Mkt | COM | 7386817 | 38636 | |
| 46432F842 | 46432F842 | iShares Core MSCI EAFE | COM | 1436582 | 23306 | |
| 922042775 | 922042775 | Vanguard Intl Eqty Index | COM | 6315685 | 125961 | |
| 78464A409 | 78464A409 | SPDR S&P 500 Growth ETF | COM | 61460773 | 1212962 | |
| 594918104 | 594918104 | Microsoft Corp. | COM | 1478011 | 6163 | |
| 464287481 | 464287481 | iShares Russell Mid Cap Growth | COM | 1876569 | 22447 | |
| 464288273 | 464288273 | iShares MSCI EAFE Small Cap | COM | 5534362 | 97988 | |
| 78464A201 | 78464A201 | SPDR DJ Small Cap Growth | COM | 22351298 | 309403 | |
| 115236101 | 115236101 | Brown & Brown Inc | COM | 726368 | 12750 | |
| 464287200 | 464287200 | iShares S&P 500 Index | COM | 1894351 | 4931 | |
| 464287473 | 464287473 | iShares Russell Midcap Value | COM | 595487 | 5653 | |
| 46138J825 | 46138J825 | Invesco BulletShares 2025 Corp Bond | COM | 316359 | 15708 | |
| 46434G103 | 46434G103 | iShares Core MSCI Emerging Markets | COM | 2922906 | 62589 | |
| 922908538 | 922908538 | Vanguard Mid-Cap Growth ETF | COM | 334354 | 1860 | |
| 922908744 | 922908744 | Vanguard Large Cap Value ETF | COM | 981046 | 6989 | |
| 464287226 | 464287226 | iShares Tr Lehman Bd Fd | COM | 213378 | 2200 | |
| 458140100 | 458140100 | Intel Corp. | COM | 232293 | 8789 | |
| 464287655 | 464287655 | iShares Russell 2001 | COM | 25146506 | 144222 | |
| 922908363 | 922908363 | Vanguard S&P 500 Etf | COM | 209399 | 596 | |
| 46138J791 | 46138J791 | Invesco BulletShares 2026 Corp Bond | COM | 263474 | 13922 | |
| 92206C409 | 92206C409 | Vanguard ST Corp Bond Index - ETF | COM | 431891 | 5744 | |
| 464287465 | 464287465 | iShares MSCI EAFE Index | COM | 14481759 | 220624 | |
| 464287598 | 464287598 | iShares Russell 1000 Value | COM | 5782415 | 38130 | |
| 46138J841 | 46138J841 | Invesco BulletShares 2024 Corp Bond | COM | 405789 | 19809 | |
| 92826C839 | 92826C839 | Visa Inc Cl A | COM | 721758 | 3474 | |
| 464287408 | 464287408 | iShares Tr S&P 500 Value | COM | 944841 | 6513 | |
| 808524201 | 808524201 | Schwab US Large Cap ETF | COM | 204439 | 4528 | |
| 46435G318 | 46435G318 | iShares iBonds Dec 2023 Term Muni Bond | COM | 727063 | 28681 | |
| 922907746 | 922907746 | Vanguard Muni Bnd Tax | COM | 866273 | 17504 |