$72.1 Million is the total value of Signify Wealth's 22 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NEAR | New | ISHARES U S ETF TRblackrock st mat | $16,270,000 | – | 330,295 | +100.0% | 22.56% | – |
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $9,091,000 | – | 118,383 | +100.0% | 12.60% | – |
VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $2,014,000 | – | 40,190 | +100.0% | 2.79% | – |
VWOB | New | VANGUARD WHITEHALL FDSem mk gov bd etf | $1,934,000 | – | 31,544 | +100.0% | 2.68% | – |
IYK | New | ISHARES TRus consm staples | $407,000 | – | 2,089 | +100.0% | 0.56% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $318,000 | – | 4,402 | +100.0% | 0.44% | – |
IOO | New | ISHARES TRglobal 100 etf | $297,000 | – | 4,635 | +100.0% | 0.41% | – |
New | PIMCO ETF TR | $245,000 | – | 5,563 | +100.0% | 0.34% | – | |
FUBO | New | FUBOTV INC | $26,000 | – | 10,580 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-18
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.