0001802660-23-000001.txt : 20230113 0001802660-23-000001.hdr.sgml : 20230113 20230113153439 ACCESSION NUMBER: 0001802660-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230113 DATE AS OF CHANGE: 20230113 EFFECTIVENESS DATE: 20230113 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: 23528579 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 X0202 13F-HR LIVE false true false 0001802660 XXXXXXXX 12-31-2022 12-31-2022 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 01-13-2023 0 29 188242 false INFORMATION TABLE 2 WCMT13f_4q2022.xml INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1221 19112 SH SOLE 0 0 19112 ISHARES TR MSCI ACWI EX US 464288240 3406 74863 SH SOLE 0 0 74863 ISHARES TR JPMORGAN USD EMG 464288281 854 10096 SH SOLE 0 0 10096 ISHARES TR IBOXX HI YD ETF 464288513 1959 26610 SH SOLE 0 0 26610 ISHARES TR RUS 1000 ETF 464287622 50408 239445 SH SOLE 0 0 239445 ISHARES TR RUSSELL 2000 ETF 464287655 4228 24246 SH SOLE 0 0 24246 ISHARES TR RUS MID CAP ETF 464287499 744 11033 SH SOLE 0 0 11033 ISHARES TR RUS MDCP VAL ETF 464287473 2333 22148 SH SOLE 0 0 22148 ISHARES TR RUSSELL 3000 ETF 464287689 19933 90324 SH SOLE 0 0 90324 ISHARES TR CORE MSCI TOTAL 46432F834 4472 77269 SH SOLE 0 0 77269 ISHARES TR NATIONAL MUN ETF 464288414 8131 77059 SH SOLE 0 0 77059 ISHARES TR SHRT NAT MUN ETF 464288158 1952 18716 SH SOLE 0 0 18716 ISHARES TR MSCI USA MIN VOL 46429B697 12737 176653 SH SOLE 0 0 176653 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 2336 47398 SH SOLE 0 0 47398 SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 808515530 756 755796 SH SOLE 0 0 755796 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 7206 160821 SH SOLE 0 0 160821 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1322 27411 SH SOLE 0 0 27411 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1339 29657 SH SOLE 0 0 29657 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 26540 1103096 SH SOLE 0 0 1103096 SPDR SER TR NUVEEN BLMBRG SH 78468R739 2166 46110 SH SOLE 0 0 46110 SPDR SER TR NUVEEN BLMBRG MU 78468R721 3613 79200 SH SOLE 0 0 79200 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 311 886 SH SOLE 0 0 886 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4432 23181 SH SOLE 0 0 23181 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 13084 260947 SH SOLE 0 0 260947 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4611 93178 SH SOLE 0 0 93178 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 6058 34765 SH SOLE 0 0 34765 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 346 2013 SH SOLE 0 0 2013 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1099 15619 SH SOLE 0 0 15619 VANGUARD STAR FDS VG TL INTL STK F 921909768 645 12479 SH SOLE 0 0 12479