# EDGAR Filing Document

**Accession Number:** 0001802660
**File Stem:** 0001802660-23-000001
**Filing Date:** 2023-1
**Character Count:** 6594
**Document Hash:** 4db1002bf227ab0e293e929627552ede
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001802660-23-000001.hdr.sgml**: 20230113

**ACCESSION NUMBER**: 0001802660-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230113

**DATE AS OF CHANGE**: 20230113

**EFFECTIVENESS DATE**: 20230113

**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:** 23528579

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wealth CMT<br>**Address:** 200 LAKE DRIVE EAST<br>SUITE 204<br>CHERRY HILL, NJ 08002

**Form 13F File Number:** 028-19798

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

Ashleigh Swayze  Newtown, PA  01-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 29

**Form 13F Information Table Value Total:** $188242

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 1221 | 19112 | SH |  | SOLE |  | 0 | 0 | 19112 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 3406 | 74863 | SH |  | SOLE |  | 0 | 0 | 74863 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 854 | 10096 | SH |  | SOLE |  | 0 | 0 | 10096 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1959 | 26610 | SH |  | SOLE |  | 0 | 0 | 26610 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 50408 | 239445 | SH |  | SOLE |  | 0 | 0 | 239445 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 4228 | 24246 | SH |  | SOLE |  | 0 | 0 | 24246 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 744 | 11033 | SH |  | SOLE |  | 0 | 0 | 11033 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 2333 | 22148 | SH |  | SOLE |  | 0 | 0 | 22148 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 19933 | 90324 | SH |  | SOLE |  | 0 | 0 | 90324 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 4472 | 77269 | SH |  | SOLE |  | 0 | 0 | 77269 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 8131 | 77059 | SH |  | SOLE |  | 0 | 0 | 77059 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 1952 | 18716 | SH |  | SOLE |  | 0 | 0 | 18716 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 12737 | 176653 | SH |  | SOLE |  | 0 | 0 | 176653 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 2336 | 47398 | SH |  | SOLE |  | 0 | 0 | 47398 |
| SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 808515530 |  | 756 | 755796 | SH |  | SOLE |  | 0 | 0 | 755796 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 7206 | 160821 | SH |  | SOLE |  | 0 | 0 | 160821 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 1322 | 27411 | SH |  | SOLE |  | 0 | 0 | 27411 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1339 | 29657 | SH |  | SOLE |  | 0 | 0 | 29657 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 |  | 26540 | 1103096 | SH |  | SOLE |  | 0 | 0 | 1103096 |
| SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 |  | 2166 | 46110 | SH |  | SOLE |  | 0 | 0 | 46110 |
| SPDR SER TR | NUVEEN BLMBRG MU | 78468R721 |  | 3613 | 79200 | SH |  | SOLE |  | 0 | 0 | 79200 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 311 | 886 | SH |  | SOLE |  | 0 | 0 | 886 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4432 | 23181 | SH |  | SOLE |  | 0 | 0 | 23181 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 13084 | 260947 | SH |  | SOLE |  | 0 | 0 | 260947 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 4611 | 93178 | SH |  | SOLE |  | 0 | 0 | 93178 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 6058 | 34765 | SH |  | SOLE |  | 0 | 0 | 34765 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 |  | 346 | 2013 | SH |  | SOLE |  | 0 | 0 | 2013 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 1099 | 15619 | SH |  | SOLE |  | 0 | 0 | 15619 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 645 | 12479 | SH |  | SOLE |  | 0 | 0 | 12479 |

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