Signify Wealth - Q3 2022 holdings

$94.1 Million is the total value of Signify Wealth's 25 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .

 Value Shares↓ Weighting
STPZ  PIMCO ETF TR1-5 us tip idx$232,000
-5.7%
4,6960.0%0.25%
-27.6%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-10-12
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
PIMCO ETF TR12Q3 202319.0%
PIMCO ETF TR12Q3 202314.5%
PIMCO ETF TR12Q3 20236.1%
TESLA INC12Q3 20237.1%
APPLE INC12Q3 20236.0%
AMAZON COM INC12Q3 20235.2%
ALPHABET INC12Q3 20235.6%
PIMCO ETF TR11Q2 20237.8%
VANECK VECTORS ETF TR7Q1 202326.7%
PIMCO ETF TR7Q3 202313.5%

View Signify Wealth's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-25
13F-HR2024-01-12
13F-HR2023-10-11
13F-HR2023-07-17
13F-HR2023-04-20
13F-HR2023-01-18
13F-HR2022-10-12
13F-HR2022-07-18
13F-HR2022-05-10
13F-HR2022-01-21

View Signify Wealth's complete filings history.

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