Filling information for INSTRUMENTAL WEALTH, LLC as Treemap, investor disclosed 33 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 | |
|---|---|---|---|---|---|---|
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 226621 | 5431 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 11609282 | 164998 | |
| 26924G201 | 26924G201 | ETF MANAGERS TR | PRIME CYBR SCRTY | 2889151 | 57771 | |
| 69374H857 | 69374H857 | PACER FDS TR | PACER US SMALL | 2504616 | 60106 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 260785 | 594 | |
| 316092808 | 316092808 | FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 243236 | 1856 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 1082151 | 4404 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 10241652 | 38245 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 462247 | 3534 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 3489684 | 40696 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 2321503 | 62540 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 236359 | 869 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 9175697 | 56117 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 313637 | 1965 | |
| 69374H873 | 69374H873 | PACER FDS TR | DEVELOPED MRKT | 5366064 | 175491 | |
| 78464A359 | 78464A359 | SPDR SER TR | BBG CONV SEC ETF | 232098 | 3277 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 300605 | 2513 | |
| 46137V134 | 46137V134 | INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 1008970 | 23410 | |
| 78468R606 | 78468R606 | SPDR SER TR | PORTFLI HIGH YLD | 310272 | 13567 | |
| 767292105 | 767292105 | RIOT PLATFORMS INC | COM | 188361 | 10672 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 208890 | 6755 | |
| 037833100 | 037833100 | APPLE INC | COM | 926085 | 4880 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 257223 | 4299 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 541388 | 1606 | |
| 42727J102 | 42727J102 | HERITAGE INSURANCE HLDGS INC | COM | 114499 | 27791 | |
| 6706ER101 | 6706ER101 | NUVEEN S&P 500 BUY-WRITE INC | COM | 296344 | 21806 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 239739 | 775 | |
| 46434VAX8 | 46434VAX8 | ISHARES TR | IBONDS DEC23 ETF | 10391386 | 411703 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 339450 | 3159 | |
| 464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 901397 | 48384 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 7002985 | 15622 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 371807 | 3491 | |
| 69374H881 | 69374H881 | PACER FDS TR | US CASH COWS 100 | 9127016 | 186183 |