$149 Million is the total value of Signify Wealth's 21 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMZN | AMAZON COM INC | $795,000 | -2.3% | 244 | 0.0% | 0.53% | +5.5% | |
GOOGL | ALPHABET INCcap stk cl a | $731,000 | -4.1% | 263 | 0.0% | 0.49% | +3.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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.