$126 Million is the total value of Signify Wealth's 15 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $23,675,000 | – | 737,539 | +100.0% | 18.73% | – |
| SMH | New | VANECK VECTORS ETF TRsemiconductor et | $23,187,000 | – | 106,160 | +100.0% | 18.34% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $23,007,000 | – | 405,525 | +100.0% | 18.20% | – |
| DON | New | WISDOMTREE TRus midcap divid | $12,941,000 | – | 371,751 | +100.0% | 10.24% | – |
| VTWV | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $7,964,000 | – | 68,962 | +100.0% | 6.30% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $7,903,000 | – | 119,400 | +100.0% | 6.25% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $7,281,000 | – | 62,187 | +100.0% | 5.76% | – |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $6,910,000 | – | 134,304 | +100.0% | 5.47% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $5,519,000 | – | 48,794 | +100.0% | 4.37% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $4,912,000 | – | 50,011 | +100.0% | 3.88% | – |
| AAPL | New | APPLE INC | $1,008,000 | – | 7,599 | +100.0% | 0.80% | – |
| AMZN | New | AMAZON COM INC | $827,000 | – | 254 | +100.0% | 0.65% | – |
| TSLA | New | TESLA INC | $543,000 | – | 769 | +100.0% | 0.43% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $461,000 | – | 263 | +100.0% | 0.36% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $285,000 | – | 2,796 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PIMCO ETF TR | 12 | Q3 2023 | 19.0% |
| PIMCO ETF TR | 12 | Q3 2023 | 14.5% |
| PIMCO ETF TR | 12 | Q3 2023 | 6.1% |
| TESLA INC | 12 | Q3 2023 | 7.1% |
| APPLE INC | 12 | Q3 2023 | 6.0% |
| AMAZON COM INC | 12 | Q3 2023 | 5.2% |
| ALPHABET INC | 12 | Q3 2023 | 5.6% |
| PIMCO ETF TR | 11 | Q2 2023 | 7.8% |
| VANECK VECTORS ETF TR | 7 | Q1 2023 | 26.7% |
| PIMCO ETF TR | 7 | Q3 2023 | 13.5% |
View Signify Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-11-02 |
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.