$134 Million is the total value of Signify Wealth's 14 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -2,796 | -100.0% | -0.22% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -119,400 | -100.0% | -6.25% | – |
| VTWV | Exit | VANGUARD SCOTTSDALE FDSvng rus2000val | $0 | – | -68,962 | -100.0% | -6.30% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -371,751 | -100.0% | -10.24% | – |
| SMH | Exit | VANECK VECTORS ETF TRsemiconductor et | $0 | – | -106,160 | -100.0% | -18.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-06
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 | 2024-04-25 |
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-21 |
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.