0001667731-21-000178.txt : 20210526 0001667731-21-000178.hdr.sgml : 20210526 20210526122509 ACCESSION NUMBER: 0001667731-21-000178 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210526 DATE AS OF CHANGE: 20210526 EFFECTIVENESS DATE: 20210526 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MTC Wealth Management LLC CENTRAL INDEX KEY: 0001821455 IRS NUMBER: 843315610 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20343 FILM NUMBER: 21964141 BUSINESS ADDRESS: STREET 1: 14055 RIVEREDGE DR STREET 2: STE 525 CITY: TAMPA STATE: FL ZIP: 33637 BUSINESS PHONE: 888.727.9191 MAIL ADDRESS: STREET 1: 14055 RIVEREDGE DR STREET 2: STE 525 CITY: TAMPA STATE: FL ZIP: 33637 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001821455 XXXXXXXX 03-31-2021 03-31-2021 false MTC Wealth Management LLC
14055 Riveredge Dr Ste 525 Tampa FL 33637
13F HOLDINGS REPORT 028-20343 N
Sara Schwartz CCO 813-386-8723 Sara A Schwartz Tampa FL 05-26-2021 0 14 235896
INFORMATION TABLE 2 infotable.xml ISHARES TR ISHS 1-5YR INVS 464288646 42552 778205 SH SOLE 0 0 778205 PIMCO ETF TR 1-5 US TIP IDX 72201R205 4497 82005 SH SOLE 0 0 82005 SPDR SER TR PORTFOLIO SHORT 78464A474 7550 241138 SH SOLE 0 0 241138 SPDR S&P 500 ETF TR TR UNIT 78462F103 29169 73597 SH SOLE 0 0 73597 VANGUARD INDEX FDS GROWTH ETF 922908736 3277 12750 SH SOLE 0 0 12750 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3340 12161 SH SOLE 0 0 12161 VANGUARD INDEX FDS VALUE ETF 922908744 31128 236790 SH SOLE 0 0 236790 ISHARES TR 1 3 YR TREAS BD 464287457 31343 363396 SH SOLE 0 0 363396 ISHARES TR CORE MSCI EAFE 46432F842 19335 268351 SH SOLE 0 0 268351 ISHARES INC CORE MSCI EMKT 46434G103 15402 239304 SH SOLE 0 0 239304 ISHARES TR CORE S&P MCP ETF 464287507 18400 70693 SH SOLE 0 0 70693 ISHARES TR CORE S&P SCP ETF 464287804 11627 107128 SH SOLE 0 0 107128 ISHARES TR CORE US AGGBD ET 464287226 18190 159799 SH SOLE 0 0 159799 Franklin Conservative Allocation Cl A 35472P109 86 593 SH SOLE 0 0 593