$260 Million is the total value of REFRAME WEALTH, LLC's 61 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-03-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 Growth ETF | 1 | Q4 2022 | 23.6% |
| iShares Russell 2001 | 1 | Q4 2022 | 9.7% |
| SPDR DJ Small Cap Growth | 1 | Q4 2022 | 8.6% |
| iShares S&P National Muni Bond | 1 | Q4 2022 | 8.0% |
| iShares S&P MidCap 400 - Barra Growth | 1 | Q4 2022 | 8.0% |
| iShares MSCI EAFE Index | 1 | Q4 2022 | 5.6% |
| iShares Russell 3000 Index | 1 | Q4 2022 | 5.5% |
| iShares Russell 2000 Value | 1 | Q4 2022 | 4.5% |
| Vanguard Total Stock Mkt | 1 | Q4 2022 | 2.8% |
| Vanguard Intl Eqty Index | 1 | Q4 2022 | 2.4% |
View REFRAME WEALTH, LLC's complete holdings 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.