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CIK: 0001769062
Total reported value
$88.6M
$88.6M
30 檔
36.7%
At the close of Q3 2024, Signify Wealth disclosed equity holdings valued at approximately $88.6M, spread across 30 reported holdings.
During Q3 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 36.7% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | ETF-Tech | 9.57% | — | -11.19% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.90% | — | +22.23% | |
| 3 | PWRD | Tcw Transform Systems ETF | ETF-Other | 7.81% | — | +10.88% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.66% | — | +11.19% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.89% | — | -3.84% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.70% | — | -14.34% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.97% | — | -5.72% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.90% | — | +16.95% | |
| 9 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 4.88% | — | +15.18% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.87% | — | +11.68% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.80% | — | +18.73% | |
| 12 | ABLG | Abac Fcf Intern Lead Etf-usd | ETF-Other | 4.79% | — | +19.16% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.73% | — | — | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.53% | — | -9.82% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.94% | — | — | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 3.94% | — | +10.93% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | — | -42.03% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | — | -12.74% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | — | -4.25% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | — | +34.29% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | — | — | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.33% | — | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | — | -8.60% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | — | -15.76% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.28% | — | -43.67% | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.27% | — | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | — | -13.55% | |
| 28 | HEI | Heico CORP | Stock-Industrials | 0.25% | — | — | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.25% | — | -57.27% | |
| 30 | RR | Richtech Robotics Inc-cl B | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Signify Wealth reported a total U.S. public equity portfolio value of $88.6M across 30 disclosed positions in Q3 2024.
During Q3 2024, Signify Wealth's top holdings by market value included IYW (9.6%)、VGSH (8.9%)、PWRD (7.8%). The largest single position, IYW, represented 9.6% of total portfolio value.
In Q3 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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