$161 Million is the total value of Signify Wealth's 25 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $10,011,000 | – | 189,644 | +100.0% | 6.22% | – |
IMCG | New | ISHARES TRmrgstr md cp grw | $7,387,000 | – | 100,854 | +100.0% | 4.59% | – |
IYG | New | ISHARES TRu.s. fin svc etf | $7,347,000 | – | 38,053 | +100.0% | 4.56% | – |
IWP | New | ISHARES TRrus md cp gr etf | $7,302,000 | – | 63,377 | +100.0% | 4.54% | – |
KBWB | New | INVESCO EXCH TRADED FD TR IIkbw bk etf | $7,191,000 | – | 106,006 | +100.0% | 4.47% | – |
FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $6,559,000 | – | 141,733 | +100.0% | 4.07% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $444,000 | – | 2,554 | +100.0% | 0.28% | – |
IYW | New | ISHARES TRu.s. tech etf | $358,000 | – | 3,117 | +100.0% | 0.22% | – |
XSD | New | SPDR SER TRs&p semicndctr | $276,000 | – | 1,136 | +100.0% | 0.17% | – |
IXN | New | ISHARES TRglobal tech etf | $274,000 | – | 4,258 | +100.0% | 0.17% | – |
IGV | New | ISHARES TRexpanded tech | $245,000 | – | 617 | +100.0% | 0.15% | – |
LDUR | New | PIMCO ETF TRenhncd lw dur ac | $223,000 | – | 2,218 | +100.0% | 0.14% | – |
NLS | New | NAUTILUS INC | $70,000 | – | 11,410 | +100.0% | 0.04% | – |
CURI | New | CURIOSITYSTREAM INC | $64,000 | – | 10,811 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
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.