Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2012 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 15 | Q2 2024 | 7.2% |
AMAZON COM INC | 15 | Q2 2024 | 8.1% |
TESLA INC | 15 | Q2 2024 | 7.7% |
ALPHABET INC | 15 | Q2 2024 | 6.8% |
PIMCO ETF TR | 12 | Q3 2023 | 19.0% |
PIMCO ETF TR | 12 | Q3 2023 | 14.5% |
PIMCO ETF TR | 12 | Q3 2023 | 6.1% |
PIMCO ETF TR | 11 | Q2 2023 | 7.8% |
VANGUARD BD INDEX FDS | 9 | Q2 2024 | 12.6% |
VANGUARD BD INDEX FDS | 8 | Q2 2024 | 13.4% |
View Signify Wealth's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR | 2024-07-22 |
13F-HR | 2024-04-25 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-18 |
View Signify Wealth's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.