Connecticut Wealth Management, LLC Q1 2023 Filing
Filed April 18, 2023
Portfolio Value
$1.3T
Holdings
247
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (247 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | QUALISHARES TR | 1,442,182 | $178K | 0.00% | |
| 2 | AQLTISHARES TR | 1,293,965 | $86K | 0.00% | |
| 3 | IJHISHARES TR | 310,368 | $77K | 0.00% | |
| 4 | IJRISHARES TR | 761,646 | $73K | 0.00% | |
| 5 | SPYVSPDR SER TR | 1,759,715 | $71K | 0.00% | |
| 6 | SPYGSPDR SER TR | 1,274,845 | $70K | 0.00% | |
| 7 | VEAVANGUARD TAX-MANAGED FDS | 1,069,088 | $48K | 0.00% | |
| 8 | VOVANGUARD INDEX FDS | 185,822 | $39K | 0.00% | |
| 9 | VXUSVANGUARD STAR FDS | 644,131 | $35K | 0.00% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 211,230 | $32K | 0.00% | |
| 11 | IVWISHARES TR | 488,792 | $31K | 0.00% | |
| 12 | VUGVANGUARD INDEX FDS | 120,912 | $30K | 0.00% | |
| 13 | DTDWISDOMTREE TR | 478,251 | $28K | 0.00% | |
| 14 | VBVANGUARD INDEX FDS | 122,195 | $23K | 0.00% | |
| 15 | NDQINVESCO QQQ TR | 66,917 | $21K | 0.00% | |
| 16 | RTXRAYTHEON TECHNOLOGIES CORP | 218,225 | $21K | 0.00% | |
| 17 | ICFISHARES TR | 346,124 | $19K | 0.00% | |
| 18 | IEMGISHARES INC | 379,522 | $18K | 0.00% | |
| 19 | VTIVANGUARD INDEX FDS | 87,641 | $17K | 0.00% | |
| 20 | VOOGVANGUARD ADMIRAL FDS INC | 73,081 | $16K | 0.00% | |
| 21 | BSVVANGUARD BD INDEX FDS | 178,886 | $13K | 0.00% | |
| 22 | SPYSPDR S&P 500 ETF TR | 32,861 | $13K | 0.00% | |
| 23 | VCSHVANGUARD SCOTTSDALE FDS | 163,751 | $12K | 0.00% | |
| 24 | VOTVANGUARD INDEX FDS | 61,691 | $12K | 0.00% | |
| 25 | HDVISHARES TR | 94,508 | $9K | 0.00% | |
| 26 | AAPLAPPLE INC | 60,187 | $9K | 0.00% | |
| 27 | IWPISHARES TR | 101,678 | $9K | 0.00% | |
| 28 | OTISOTIS WORLDWIDE CORP | 107,459 | $9K | 0.00% | |
| 29 | MUBISHARES TR | 83,297 | $8K | 0.00% | |
| 30 | REGLPROSHARES TR | 117,542 | $8K | 0.00% | |
| 31 | VOOVVANGUARD ADMIRAL FDS INC | 50,403 | $7K | 0.00% | |
| 32 | VMBSVANGUARD SCOTTSDALE FDS | 170,813 | $7K | 0.00% | |
| 33 | DGROISHARES TR | 144,910 | $7K | 0.00% | |
| 34 | IOOISHARES TR | 100,355 | $7K | 0.00% | |
| 35 | IWFISHARES TR | 30,254 | $7K | 0.00% | |
| 36 | NOBLPROSHARES TR | 78,279 | $7K | 0.00% | |
| 37 | IVVISHARES TR | 19,346 | $7K | 0.00% | |
| 38 | BNDVANGUARD BD INDEX FDS | 86,190 | $6K | 0.00% | |
| 39 | MSFTMICROSOFT CORP | 20,939 | $6K | 0.00% | |
| 40 | RSPINVESCO EXCHANGE TRADED FD T | 39,857 | $5K | 0.00% | |
| 41 | VOOVANGUARD INDEX FDS | 14,289 | $5K | 0.00% | |
| 42 | SDYSPDR SER TR | 47,741 | $5K | 0.00% | |
| 43 | SLYGSPDR SER TR | 70,682 | $5K | 0.00% | |
| 44 | IWMISHARES TR | 28,816 | $5K | 0.00% | |
| 45 | TOTLSSGA ACTIVE ETF TR | 142,367 | $5K | 0.00% | |
| 46 | AGGISHARES TR | 50,678 | $5K | 0.00% | |
| 47 | CARRCARRIER GLOBAL CORPORATION | 113,008 | $5K | 0.00% | |
| 48 | IWSISHARES TR | 49,419 | $5K | 0.00% | |
| 49 | VTVVANGUARD INDEX FDS | 37,594 | $5K | 0.00% | |
| 50 | IJTISHARES TR | 42,699 | $4K | 0.00% | |
| 51 | HEZUISHARES TR | 132,540 | $4K | 0.00% | |
| 52 | VBKVANGUARD INDEX FDS | 18,070 | $3K | 0.00% | |
| 53 | ESGEISHARES INC | 120,573 | $3K | 0.00% | |
| 54 | UNHUNITEDHEALTH GROUP INC | 7,633 | $3K | 0.00% | |
| 55 | EFAISHARES TR | 49,461 | $3K | 0.00% | |
| 56 | DONWISDOMTREE TR | 87,051 | $3K | 0.00% | |
| 57 | IYWISHARES TR | 22,165 | $2K | 0.00% | |
| 58 | EEMISHARES TR | 58,204 | $2K | 0.00% | |
| 59 | VGITVANGUARD SCOTTSDALE FDS | 38,469 | $2K | 0.00% | |
| 60 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,545 | $2K | 0.00% | |
| 61 | VYMVANGUARD WHITEHALL FDS | 21,981 | $2K | 0.00% | |
| 62 | MDYSPDR S&P MIDCAP 400 ETF TR | 4,613 | $2K | 0.00% | |
| 63 | AIGAMERICAN INTL GROUP INC | 58,266 | $2K | 0.00% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 62,617 | $2K | 0.00% | |
| 65 | HDHOME DEPOT INC | 8,757 | $2K | 0.00% | |
| 66 | IXUSISHARES TR | 40,818 | $2K | 0.00% | |
| 67 | VNQIVANGUARD INTL EQUITY INDEX F | 28,196 | $1K | 0.00% | |
| 68 | JNJJOHNSON & JOHNSON | 10,933 | $1K | 0.00% | |
| 69 | PGPROCTER AND GAMBLE CO | 9,699 | $1K | 0.00% | |
| 70 | SLYVSPDR SER TR | 24,044 | $1K | 0.00% | |
| 71 | IVEISHARES TR | 7,897 | $1K | 0.00% | |
| 72 | DESWISDOMTREE TR | 39,775 | $1K | 0.00% | |
| 73 | CITHE CIGNA GROUP | 7,178 | $1K | 0.00% | |
| 74 | UNPUNION PAC CORP | 8,067 | $1K | 0.00% | |
| 75 | DFACDIMENSIONAL ETF TRUST | 41,050 | $1K | 0.00% | |
| 76 | VNQVANGUARD INDEX FDS | 18,110 | $1K | 0.00% | |
| 77 | TDIVFIRST TR EXCHANGE-TRADED FD | 27,560 | $1K | 0.00% | |
| 78 | NVDANVIDIA CORPORATION | 3,904 | $1K | 0.00% | |
| 79 | JPMJPMORGAN CHASE & CO | 8,243 | $1K | 0.00% | |
| 80 | ABNBAIRBNB INC | 8,442 | $1K | 0.00% | |
| 81 | IWOISHARES TR | 5,249 | $1K | 0.00% | |
| 82 | VEUVANGUARD INTL EQUITY INDEX F | 28,823 | $1K | 0.00% | |
| 83 | VCITVANGUARD SCOTTSDALE FDS | 13,549 | $1K | 0.00% | |
| 84 | NEENEXTERA ENERGY INC | 14,282 | $1K | 0.00% | |
| 85 | GOOGLALPHABET INC | 9,956 | $1K | 0.00% | |
| 86 | AMZNAMAZON COM INC | 13,180 | $1K | 0.00% | |
| 87 | IYRISHARES TR | 23,345 | $1K | 0.00% | |
| 88 | CSTKINVESCO ACTIVELY MANAGED ETF | 39,912 | $1K | 0.00% | |
| 89 | ICSHISHARES TR | 25,497 | $1K | 0.00% | |
| 90 | RPVINVESCO EXCHANGE TRADED FD T | 14,827 | $1K | 0.00% | |
| 91 | DONSPDR DOW JONES INDL AVERAGE | 3,688 | $1K | 0.00% | |
| 92 | IBBISHARES TR | 8,607 | $1K | 0.00% | |
| 93 | ESGDISHARES TR | 26,272 | $1K | 0.00% | |
| 94 | IWRISHARES TR | 19,369 | $1K | 0.00% | |
| 95 | VEEVVEEVA SYS INC | 2,025 | $0 | 0.00% | |
| 96 | PSXPHILLIPS 66 | 9,256 | $0 | 0.00% | |
| 97 | XOMEXXON MOBIL CORP | 8,984 | $0 | 0.00% | |
| 98 | ASMLASML HOLDING N V | 461 | $0 | 0.00% | |
| 99 | APDAIR PRODS & CHEMS INC | 3,398 | $0 | 0.00% | |
| 100 | CSCOCISCO SYS INC | 5,217 | $0 | 0.00% |
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