Wealth CMT as of Sept. 30, 2021
Portfolio Holdings for Wealth CMT
Wealth CMT holds 4 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Min Vol (USMV) | 40.0 | $15M | 210k | 73.50 | |
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 36.8 | $14M | 489k | 28.97 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 19.8 | $7.6M | 38k | 200.17 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 3.4 | $1.3M | 15k | 88.40 |
