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