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CIK: 0001769062
Total reported value
$88.6M
$88.6M
22 檔
31.3%
In Q1 2024, Signify Wealth's U.S. equity holdings reached a combined market value of $88.6M, distributed across 22 disclosed stock positions.
During Q1 2024, Signify Wealth's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IYW, VGSH, PWRD) accounted for 31.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | ETF-Tech | 10.85% | — | +10.93% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.42% | — | +20.36% | |
| 3 | PWRD | Tcw Transform Systems ETF | ETF-Other | 9.14% | — | +11.39% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.55% | — | +11.21% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.06% | — | -13.37% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.83% | — | -14.02% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 6.58% | — | -6.69% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.44% | — | +12.75% | |
| 9 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 5.27% | — | +13.62% | |
| 10 | ABLG | Abac Fcf Intern Lead Etf-usd | ETF-Other | 5.08% | — | +13.78% | |
| 11 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 5.06% | — | +13.45% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.57% | — | -23.69% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 4.20% | — | +14.76% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 3.63% | — | -11.44% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | — | +13.27% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.55% | — | +91.19% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.84% | — | -42.15% | |
| 18 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.83% | — | -55.46% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | — | +52.48% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.76% | — | -66.62% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | — | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | — | — |
According to official SEC Form 13F filings, Signify Wealth reported a total U.S. public equity portfolio value of $88.6M across 22 disclosed positions in Q1 2024.
During Q1 2024, Signify Wealth's top holdings by market value included IYW (10.8%)、VGSH (9.4%)、PWRD (9.1%). The largest single position, IYW, represented 10.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Signify Wealth made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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