85 is the total number of securities Signify Wealth has owned. The longest Signify Wealth has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MUNI | PIMCO ETF TR | 12 | 12 | 0.72% | 8.95% | 19.01% | Q4 2020 | Q3 2023 | 12 |
SMMU | PIMCO ETF TR | 12 | 12 | 5.24% | 7.66% | 14.49% | Q4 2020 | Q3 2023 | 12 |
BOND | PIMCO ETF TR | 12 | 12 | 0.90% | 2.86% | 6.09% | Q4 2020 | Q3 2023 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.43% | 2.38% | 7.14% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 0.71% | 2.31% | 6.02% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.51% | 2.00% | 5.18% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.36% | 1.92% | 5.59% | Q4 2020 | Q3 2023 | 12 |
HYS | PIMCO ETF TR | 11 | 11 | 0.42% | 3.45% | 7.76% | Q4 2020 | Q2 2023 | 11 |
ANGL | VANECK VECTORS ETF TR | 6 | 1 | 13.02% | 20.52% | 26.70% | Q4 2020 | Q1 2023 | 7 |
STPZ | PIMCO ETF TR | 7 | 7 | 0.25% | 2.27% | 13.52% | Q1 2022 | Q3 2023 | 7 |
BSV | VANGUARD BD INDEX FDS | 6 | 6 | 3.13% | 8.18% | 12.60% | Q2 2022 | Q3 2023 | 6 |
CORP | PIMCO ETF TR | 4 | 2 | 0.18% | 2.38% | 5.76% | Q4 2020 | Q2 2023 | 6 |
VTIP | VANGUARD MALVERN FDS | 6 | 6 | 0.72% | 1.80% | 2.79% | Q2 2022 | Q3 2023 | 6 |
VWOB | VANGUARD WHITEHALL FDS | 6 | 6 | 0.71% | 1.77% | 2.68% | Q2 2022 | Q3 2023 | 6 |
MINT | PIMCO ETF TR | 5 | 1 | 0.17% | 1.48% | 3.16% | Q1 2022 | Q3 2023 | 6 |
BIV | VANGUARD BD INDEX FDS | 5 | 5 | 4.52% | 10.24% | 13.37% | Q3 2022 | Q3 2023 | 5 |
BLV | VANGUARD BD INDEX FDS | 5 | 5 | 1.95% | 3.97% | 5.30% | Q3 2022 | Q3 2023 | 5 |
HYG | ISHARES TR | 5 | 5 | 1.38% | 3.20% | 4.40% | Q3 2022 | Q3 2023 | 5 |
BNDX | VANGUARD CHARLOTTE FDS | 5 | 5 | 1.42% | 3.20% | 4.45% | Q3 2022 | Q3 2023 | 5 |
XLP | SELECT SECTOR SPDR TR | 4 | 1 | 0.30% | 1.72% | 3.31% | Q2 2022 | Q3 2023 | 5 |
PIMCO ETF TR | 5 | 5 | 0.34% | 0.46% | 0.56% | Q2 2022 | Q2 2023 | 5 | |
THOR LOW VOLATILITY ETF | 4 | 4 | 6.29% | 11.60% | 13.60% | Q4 2022 | Q3 2023 | 4 | |
XLI | SELECT SECTOR SPDR TR | 4 | 4 | 0.31% | 2.12% | 3.21% | Q4 2022 | Q3 2023 | 4 |
XLK | SELECT SECTOR SPDR TR | 3 | 1 | 0.21% | 1.19% | 3.50% | Q4 2021 | Q1 2023 | 4 |
HYMB | SPDR SER TR | 4 | 4 | 0.48% | 0.54% | 0.71% | Q4 2022 | Q3 2023 | 4 |
LDUR | PIMCO ETF TR | 2 | 1 | 0.14% | 0.19% | 0.22% | Q4 2020 | Q1 2022 | 4 |
DUDE | EA SERIES TRUST | 3 | 3 | 11.04% | 17.12% | 25.08% | Q1 2022 | Q3 2022 | 3 |
XLV | SELECT SECTOR SPDR TR | 2 | 1 | 1.63% | 2.10% | 2.43% | Q4 2022 | Q3 2023 | 3 |
XLRE | SELECT SECTOR SPDR TR | 2 | 1 | 0.35% | 1.61% | 2.26% | Q4 2022 | Q3 2023 | 3 |
FUBO | FUBOTV INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
XRT | SPDR SER TR | 2 | 2 | 6.01% | 11.47% | 16.93% | Q3 2021 | Q4 2021 | 2 |
DON | WISDOMTREE TR | 1 | 1 | 10.10% | 10.17% | 10.24% | Q4 2020 | Q2 2021 | 2 |
SJNK | SPDR SER TR | 2 | 2 | 5.91% | 9.12% | 12.32% | Q2 2023 | Q3 2023 | 2 |
VIOV | VANGUARD ADMIRAL FDS INC | 2 | 2 | 6.09% | 6.28% | 6.47% | Q1 2021 | Q2 2021 | 2 |
SLYV | SPDR SER TR | 1 | 1 | 6.08% | 6.16% | 6.25% | Q4 2020 | Q2 2021 | 2 |
VUG | VANGUARD INDEX FDS | 2 | 2 | 0.16% | 4.78% | 9.39% | Q3 2021 | Q4 2021 | 2 |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 1.69% | 1.98% | 2.28% | Q4 2022 | Q3 2023 | 2 |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 0.82% | 1.76% | 2.70% | Q3 2022 | Q2 2023 | 2 |
RTM | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.52% | 1.60% | 2.69% | Q1 2022 | Q2 2022 | 2 |
FXG | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.44% | 1.58% | 2.72% | Q1 2022 | Q2 2022 | 2 |
IXN | ISHARES TR | 2 | 2 | 0.17% | 1.44% | 2.71% | Q4 2021 | Q1 2022 | 2 |
XLB | SELECT SECTOR SPDR TR | 1 | 1 | 0.40% | 1.31% | 2.22% | Q4 2022 | Q3 2023 | 2 |
IYW | ISHARES TR | 1 | 1 | 0.22% | 1.14% | 2.07% | Q4 2021 | Q3 2023 | 2 |
MSFT | MICROSOFT CORP | 2 | 2 | 0.62% | 0.79% | 0.96% | Q2 2023 | Q3 2023 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.33% | 0.43% | 0.54% | Q2 2023 | Q3 2023 | 2 |
BA | BOEING CO | 2 | 2 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q2 2023 | 2 |
CURI | CURIOSITYSTREAM INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
NEAR | ISHARES U S ETF TR | 1 | 1 | 22.56% | 22.56% | 22.56% | Q2 2022 | Q2 2022 | 1 |
SMH | VANECK VECTORS ETF TR | 1 | 1 | 18.34% | 18.34% | 18.34% | Q4 2020 | Q4 2020 | 1 |
KRE | SPDR SER TR | 1 | 1 | 17.34% | 17.34% | 17.34% | Q2 2021 | Q2 2021 | 1 |
ARKW | ARK ETF TR | 1 | 1 | 16.65% | 16.65% | 16.65% | Q1 2021 | Q1 2021 | 1 |
TIPZ | PIMCO ETF TR | 1 | 1 | 16.19% | 16.19% | 16.19% | Q3 2022 | Q3 2022 | 1 |
SPSB | SPDR SER TR | 1 | 1 | 13.00% | 13.00% | 13.00% | Q4 2022 | Q4 2022 | 1 |
EEMA | ISHARES INC | 1 | 1 | 10.03% | 10.03% | 10.03% | Q1 2021 | Q1 2021 | 1 |
VGSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 8.31% | 8.31% | 8.31% | Q3 2023 | Q3 2023 | 1 |
EES | WISDOMTREE TR | 1 | 1 | 6.55% | 6.55% | 6.55% | Q1 2021 | Q1 2021 | 1 |
VTWV | VANGUARD SCOTTSDALE FDS | 1 | 1 | 6.30% | 6.30% | 6.30% | Q4 2020 | Q4 2020 | 1 |
CIBR | FIRST TR EXCHANGE TRAD... | 1 | 1 | 6.22% | 6.22% | 6.22% | Q4 2021 | Q4 2021 | 1 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 5.63% | 5.63% | 5.63% | Q3 2021 | Q3 2021 | 1 |
FTC | FIRST TRUST LRGCP GWT ... | 1 | 1 | 5.61% | 5.61% | 5.61% | Q3 2021 | Q3 2021 | 1 |
IMCG | ISHARES TR | 1 | 1 | 4.59% | 4.59% | 4.59% | Q4 2021 | Q4 2021 | 1 |
IYG | ISHARES TR | 1 | 1 | 4.56% | 4.56% | 4.56% | Q4 2021 | Q4 2021 | 1 |
IWP | ISHARES TR | 1 | 1 | 4.54% | 4.54% | 4.54% | Q4 2021 | Q4 2021 | 1 |
PPA | INVESCO EXCHANGE TRADE... | 1 | 1 | 4.48% | 4.48% | 4.48% | Q1 2022 | Q1 2022 | 1 |
KBWB | INVESCO EXCH TRADED FD... | 1 | 1 | 4.47% | 4.47% | 4.47% | Q4 2021 | Q4 2021 | 1 |
FXO | FIRST TR EXCHANGE TRAD... | 1 | 1 | 4.07% | 4.07% | 4.07% | Q4 2021 | Q4 2021 | 1 |
IHF | ISHARES TR | 1 | 1 | 3.59% | 3.59% | 3.59% | Q1 2022 | Q1 2022 | 1 |
SPYV | SPDR SER TR | 1 | 1 | 3.59% | 3.59% | 3.59% | Q1 2022 | Q1 2022 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2023 | Q3 2023 | 1 |
ENGINE NO 1 ETF TRUST | 1 | 1 | 3.22% | 3.22% | 3.22% | Q3 2023 | Q3 2023 | 1 | |
IWY | ISHARES TR | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2022 | Q1 2022 | 1 |
BIL | SPDR SER TR | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2023 | Q3 2023 | 1 |
XLU | SELECT SECTOR SPDR TR | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2022 | Q4 2022 | 1 |
TTAC | TRIMTABS ETF TR | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
TTAI | TRIMTABS ETF TR | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
QUAL | ISHARES TR | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2023 | Q3 2023 | 1 |
IAU | ISHARES GOLD TR | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2023 | Q3 2023 | 1 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
IYK | ISHARES TR | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2022 | Q2 2022 | 1 |
IOO | ISHARES TR | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
VGLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
SPTL | SPDR SER TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
XSD | SPDR SER TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
IGV | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
NLS | NAUTILUS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including PIMCO ETF TR, PIMCO ETF TR, and PIMCO ETF TR, are the highest-conviction holdings of Signify Wealth.
The conviction is calculated by counting the number of quarters a security has been reported by Signify Wealth. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Signify Wealth owns currently or has owned in the past.