13F Filings for 5T Wealth, LLC (CIK: 2039313)
View the most recent portfolio holdings disclosed by 5T Wealth, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| IUSB - ISHARES TR(Class: CORE TOTAL USD) | 338.21K | $15.64M | 7.43% | Decreased | 15.70K (4.0%, $672.71K) |
| PLTR - PALANTIR TECHNOLOGIES INC(Class: CL A) | 88.01K* | $12M* | 5.70% | Decreased | 12.30K (12.0%, $3.53M) |
| N/A - ISHARES TR(Class: MSCI USA QLT FCT) | 63.38K | $11.59M | 5.50% | Increased | 2.66K (4.0%, $1.21M) |
| N/A - J P MORGAN EXCHANGE TRADED F(Class: BETABUILDRS US) | 100.78K | $11.28M | 5.36% | Increased | 10.78K (11.0%, $2.20M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 14.60K* | $9.02M* | 4.29% | Increased | 2.70K (22.0%, $2.36M) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 10.35K | $6.43M | 3.05% | Decreased | 4.08K (28.0%, $1.68M) |
| N/A - J P MORGAN EXCHANGE TRADED F(Class: CORE PLUS BD ETF) | 124.93K | $5.88M | 2.79% | Increased | 35.86K (40.0%, $1.69M) |
| CGGR - CAPITAL GROUP GROWTH ETF(Class: SHS CREATION UNI) | 135.02K | $5.49M | 2.61% | Decreased | 10.96K (7.0%, $488.58K) |
| N/A - ISHARES TR(Class: EAFE VALUE ETF) | 86.23K | $5.47M | 2.60% | Increased | 7.16K (9.0%, $813.35K) |
| DYNF - BLACKROCK ETF TRUST(Class: ISHARES US EQUIT) | 94.44K | $5.14M | 2.44% | Increased | 10.43K (12.0%, $1.05M) |
| TLH - ISHARES TR(Class: 10-20 YR TRS ETF) | 49.82K | $5.06M | 2.40% | Increased | 9.04K (22.0%, $830.63K) |
| IVE - ISHARES TR(Class: SP 500 VAL ETF) | 25.37K | $4.96M | 2.36% | Decreased | 742 (2.0%, $18.17K) |
| N/A - J P MORGAN EXCHANGE TRADED F(Class: BETABUILDERS I) | 67.54K | $4.56M | 2.17% | Decreased | 12.22K (15.0%, $346.95K) |
| JMOM - J P MORGAN EXCHANGE TRADED F(Class: US MOMENTUM) | 62.57K | $4.02M | 1.91% | Increased | 35.36K (129.0%, $2.49M) |
| VYMI - VANGUARD WHITEHALL FDS(Class: INTL HIGH ETF) | 46.87K | $3.75M | 1.78% | Increased | 7.35K (18.0%, $842.48K) |
| AGG - ISHARES TR(Class: CORE US AGGBD ET) | 37.78K | $3.75M | 1.78% | Increased | 15.78K (71.0%, $1.57M) |
| OEF - ISHARES TR(Class: SP 100 ETF) | 11.73K | $3.57M | 1.70% | Increased | 2K (20.0%, $935.42K) |
| IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 51.86K | $3.11M | 1.48% | Increased | 11.60K (28.0%, $940.10K) |
| N/A - ISHARES TR(Class: MSCI USA MMENTM) | 12.91K | $3.10M | 1.47% | Increased | 1.04K (8.0%, $703.63K) |
| IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 26.10K | $2.87M | 1.36% | Increased | 1.03K (4.0%, $546.33K) |
| JAVA - J P MORGAN EXCHANGE TRADED F(Class: ACTIVE VALUE ETF) | 43.75K | $2.87M | 1.36% | Decreased | 5.41K (11.0%, $258.20K) |
| SCHZ - SCHWAB STRATEGIC TR(Class: US AGGREGATE B) | 120.05K | $2.79M | 1.33% | Decreased | 14.35K (10.0%, $322.81K) |
| AIQ - GLOBAL X FDS(Class: ARTIFICIAL ETF) | 62.98K | $2.75M | 1.31% | Decreased | 1.17K (1.0%, $417.74K) |
| N/A - ISHARES TR(Class: EAFE GRWTH ETF) | 23.47K | $2.63M | 1.25% | Decreased | 4.37K (15.0%, $154.92K) |
| MBB - ISHARES TR(Class: MBS ETF) | 26.62K | $2.50M | 1.19% | Decreased | 93 (0.0%, $5.70K) |