0001802660-23-000002.txt : 20230712 0001802660-23-000002.hdr.sgml : 20230712 20230712143211 ACCESSION NUMBER: 0001802660-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230712 DATE AS OF CHANGE: 20230712 EFFECTIVENESS DATE: 20230712 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: 231083925 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 06-30-2023 06-30-2023 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 07-12-2023 0 10 66172 false INFORMATION TABLE 2 WCMT13f_2q2023.xml INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1280 20382 SH SOLE 0 0 20382 ISHARES TR CORE MSCI TOTAL 46432F834 4608 73584 SH SOLE 0 0 73584 ISHARES TR MSCI USA MIN VOL 46429B697 14700 197762 SH SOLE 0 0 197762 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 2044 41277 SH SOLE 0 0 41277 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 29627 1133849 SH SOLE 0 0 1133849 SPDR SER TR NUVEEN BLMBRG SH 78468R739 2058 43736 SH SOLE 0 0 43736 SPDR SER TR NUVEEN BLMBRG MU 78468R721 3521 76271 SH SOLE 0 0 76271 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 6763 33554 SH SOLE 0 0 33554 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 396 2007 SH SOLE 0 0 2007 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1175 15541 SH SOLE 0 0 15541