Filling information for Dechtman Wealth Management, LLC as Treemap, investor disclosed 52 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 | |
|---|---|---|---|---|---|---|
| 500648100 | 500648100 | ABBOTT LABS | COM | 454393 | 4168 | |
| 097023105 | 097023105 | BOEING CO | COM | 296469 | 1404 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 676278 | 5127 | |
| 464289446 | 464289446 | ISHARES TR | RUS TOP 200 ETF | 10471426 | 98194 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 439777 | 1416 | |
| 808524763 | 808524763 | SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 342065 | 6780 | |
| 037833100 | 037833100 | APPLE INC | COM | 5195232 | 26784 | |
| 98389B100 | 98389B100 | XCEL ENERGY INC | COM | 1015406 | 16333 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 439196 | 4434 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 383731 | 2203 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 956671 | 8920 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 79132779 | 1089683 | |
| 291011104 | 291011104 | EMERSON ELEC CO | COM | 338213 | 3742 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 1526468 | 29148 | |
| 931142103 | 931142103 | WALMART INC | COM | 237245 | 1509 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 84258445 | 189043 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 248746 | 1503 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 793490 | 5456 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 640987 | 10023 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1187971 | 9113 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1678489 | 4929 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 360980 | 1183 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 669007 | 4119 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 436796 | 2768 | |
| 571748102 | 571748102 | MARSH & MCLENNAN COS INC | COM | 305283 | 1623 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 22576782 | 102547 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 23877781 | 318583 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 852031 | 5615 | |
| 46434V456 | 46434V456 | ISHARES TR | MSCI INTL QUALTY | 21729614 | 610382 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 244231 | 933 | |
| 957638109 | 957638109 | WESTERN ALLIANCE BANCORP | COM | 327290 | 8974 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 23695334 | 237786 | |
| 78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 220572 | 4052 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 202234 | 920 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 511487 | 1111 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 646306 | 4797 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 692367 | 15807 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 648328 | 4120 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 40981691 | 100623 | |
| 293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 244432 | 9276 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 371602 | 1350 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 526033 | 2935 | |
| 89420G109 | 89420G109 | TRAVELERS COMPANIES INC | COM | 283392 | 1632 | |
| 337738108 | 337738108 | FISERV INC | COM | 276016 | 2188 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 1002274 | 5411 | |
| 808524771 | 808524771 | SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 570199 | 9904 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 1064125 | 5200 | |
| 009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 303317 | 1013 | |
| 988498101 | 988498101 | YUM BRANDS INC | COM | 235039 | 1696 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 680746 | 9321 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 377055 | 3150 | |
| 40434L105 | 40434L105 | HP INC | COM | 208778 | 6798 |