0001802660-22-000002.txt : 20220425 0001802660-22-000002.hdr.sgml : 20220425 20220425150211 ACCESSION NUMBER: 0001802660-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220425 DATE AS OF CHANGE: 20220425 EFFECTIVENESS DATE: 20220425 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: 22849430 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 03-31-2022 03-31-2022 Wealth CMT

200 LAKE DRIVE EAST SUITE 204 CHERRY HILL NJ 08002

13F HOLDINGS REPORT 028-19798 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 04-25-2022 0 23 196087 false INFORMATION TABLE 2 WCMT13F_1q2022.xml INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 262 3910 SH SOLE 0 0 3910 ISHARES TR MSCI ACWI EX US 464288240 2242 42884 SH SOLE 0 0 42884 ISHARES TR JPMORGAN USD EMG 464288281 1106 11311 SH SOLE 0 0 11311 ISHARES TR IBOXX HI YD ETF 464288513 3398 41293 SH SOLE 0 0 41293 ISHARES TR RUS 1000 ETF 464287622 68759 274959 SH SOLE 0 0 274959 ISHARES TR RUSSELL 2000 ETF 464287655 5570 27137 SH SOLE 0 0 27137 ISHARES TR RUS MID CAP ETF 464287499 976 12505 SH SOLE 0 0 12505 ISHARES TR RUS MDCP VAL ETF 464287473 3115 26034 SH SOLE 0 0 26034 ISHARES TR RUSSELL 3000 ETF 464287689 20758 79116 SH SOLE 0 0 79116 ISHARES TR NATIONAL MUN ETF 464288414 14721 134269 SH SOLE 0 0 134269 ISHARES TR SHRT NAT MUN ETF 464288158 1185 11325 SH SOLE 0 0 11325 ISHARES TR MSCI USA MIN VOL 46429B697 16400 211419 SH SOLE 0 0 211419 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 7666 143590 SH SOLE 0 0 143590 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1410 28454 SH SOLE 0 0 28454 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1016 18862 SH SOLE 0 0 18862 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 15283 555340 SH SOLE 0 0 555340 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1316 27795 SH SOLE 0 0 27795 SPDR SER TR NUVEEN BLMBRG MU 78468R721 2859 59705 SH SOLE 0 0 59705 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3934 17280 SH SOLE 0 0 17280 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 12060 209411 SH SOLE 0 0 209411 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2298 44581 SH SOLE 0 0 44581 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 8348 40290 SH SOLE 0 0 40290 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1405 16958 SH SOLE 0 0 16958