0001736648-21-000004.txt : 20210721
0001736648-21-000004.hdr.sgml : 20210721
20210721124225
ACCESSION NUMBER: 0001736648-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210721
DATE AS OF CHANGE: 20210721
EFFECTIVENESS DATE: 20210721
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wealth CMT
CENTRAL INDEX KEY: 0001802660
IRS NUMBER: 262557903
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19798
FILM NUMBER: 211103722
BUSINESS ADDRESS:
STREET 1: 200 LAKE DRIVE EAST
STREET 2: SUITE 204
CITY: CHERRY HILL
STATE: NJ
ZIP: 08002
BUSINESS PHONE: 856-795-7911
MAIL ADDRESS:
STREET 1: 200 LAKE DRIVE EAST
STREET 2: SUITE 204
CITY: CHERRY HILL
STATE: NJ
ZIP: 08002
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001802660
XXXXXXXX
06-30-2021
06-30-2021
Wealth CMT
200 LAKE DRIVE EAST
SUITE 204
CHERRY HILL
NJ
08002
13F HOLDINGS REPORT
028-19798
N
ASHLEIGH SWAYZE
Counsel
6463953900
ASHLEIGH SWAYZE
NEWTOWN
PA
07-21-2021
0
14
153953
false
INFORMATION TABLE
2
wealcmt13f_2q2021.xml
ISHARES TR
IBOXX HI YD ETF
464288513
2901
32948
SH
SOLE
0
0
32948
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
13729
454591
SH
SOLE
0
0
454591
ISHARES TR
JPMORGAN USD EMG
464288281
1048
9323
SH
SOLE
0
0
9323
ISHARES TR
MSCI USA MIN VOL
46429B697
15405
209283
SH
SOLE
0
0
209283
ISHARES TR
NATIONAL MUN ETF
464288414
13484
115049
SH
SOLE
0
0
115049
ISHARES TR
RUSSELL 3000 ETF
464287689
18478
72204
SH
SOLE
0
0
72204
ISHARES TR
RUS MDCP VAL ETF
464287473
2995
26049
SH
SOLE
0
0
26049
ISHARES TR
RUS MID CAP ETF
464287499
1000
12626
SH
SOLE
0
0
12626
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
6182
59288
SH
SOLE
0
0
59288
ISHARES TR
RUS 1000 ETF
464287622
69133
285580
SH
SOLE
0
0
285580
ISHARES TR
RUSSELL 2000 ETF
464287655
5697
24837
SH
SOLE
0
0
24837
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
1177
22988
SH
SOLE
0
0
22988
ISHARES TR
MSCI ACWI EX US
464288240
2201
38263
SH
SOLE
0
0
38263
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
523
5031
SH
SOLE
0
0
5031