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Reframe Wealth

Latest statistics and disclosures from Reframe Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001969815

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Positions held by Reframe Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Reframe Wealth

Reframe Wealth holds 61 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
SPDR DJ Wilshire Large Cap Growth (SPYG)	23.6	$62M	1.2M	50.67	View chart
iShares Russell 2000 Index (IWM)	9.7	$25M	144k	174.36	View chart
SPDR DJ Wilshire Small Cap Growth (SLYG)	8.6	$22M	309k	72.24	View chart
iShares S&P Natl AMTFr Mncpl Bd (MUB)	8.0	$21M	198k	105.52	View chart
iShares S&P MidCap 400 Growth (IJK)	8.0	$21M	303k	68.30	View chart
iShares MSCI EAFE Index Fund (EFA)	5.6	$15M	221k	65.64	View chart
iShares Russell 3000 Index (IWV)	5.5	$14M	65k	220.68	View chart
iShares Russell 2000 Value Index (IWN)	4.5	$12M	84k	138.67	View chart
Vanguard Total Stock Market ETF (VTI)	2.8	$7.4M	39k	191.19	View chart
Vanguard FTSE All-World ex-US ETF (VEU)	2.4	$6.3M	126k	50.14	View chart
iShares Russell 1000 Value Index (IWD)	2.2	$5.8M	38k	151.65	View chart
ISHARES TR MSCI Small Cap msci small cap (SCZ)	2.1	$5.5M	98k	56.48	View chart
iShares Russell 1000 Growth Index (IWF)	2.1	$5.5M	26k	214.24	View chart
iShares Russell 2000 Growth Index (IWO)	1.8	$4.6M	21k	214.52	View chart
Ishares Inc core msci emkt (IEMG)	1.1	$2.9M	63k	46.70	View chart
iShares MSCI Emerging Markets Indx (EEM)	1.0	$2.6M	68k	37.90	View chart
iShares S&P 500 Index (IVV)	0.7	$1.9M	4.9k	384.17	View chart
iShares Russell Midcap Growth Idx. (IWP)	0.7	$1.9M	22k	83.60	View chart
Vanguard Intl Equity Index F glb ex us etf (VNQI)	0.7	$1.8M	43k	41.34	View chart
Spdr S&p 500 Etf (SPY)	0.6	$1.6M	4.3k	382.42	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M	6.2k	239.82	View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA)	0.6	$1.4M	23k	61.64	View chart
Vanguard Value ETF (VTV)	0.4	$981k	7.0k	140.37	View chart
iShares S&P 500 Value Index (IVE)	0.4	$945k	6.5k	145.07	View chart
Johnson & Johnson (JNJ)	0.3	$876k	5.0k	176.65	View chart
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)	0.3	$866k	18k	49.49	View chart
Home Depot (HD)	0.3	$846k	2.7k	315.86	View chart
Ishares Tr ibonds dec (IBMM)	0.3	$728k	28k	25.75	View chart
Ishares Tr Ibonds Dec2023 etf	0.3	$727k	29k	25.35	View chart
Brown & Brown (BRO)	0.3	$726k	13k	56.97	View chart
Visa (V)	0.3	$722k	3.5k	207.76	View chart
Vanguard REIT ETF (VNQ)	0.3	$718k	8.7k	82.48	View chart
SPDR DJ Wilshire REIT (RWR)	0.3	$717k	8.2k	87.15	View chart
Ishares Tr ibonds dec 25 (IBMN)	0.3	$708k	27k	26.37	View chart
SPDR S&P Dividend (SDY)	0.3	$672k	5.4k	125.11	View chart
iShares Russell Midcap Value Index (IWS)	0.2	$596k	5.7k	105.34	View chart
Vanguard Mid-Cap ETF (VO)	0.2	$504k	2.5k	203.81	View chart
Vanguard Short Term Corporate Bond ETF (VCSH)	0.2	$432k	5.7k	75.19	View chart
Guggenheim Bulletshrs 2023 Corp Bd Etf	0.2	$416k	20k	20.98	View chart
Bsco etf (BSCO)	0.2	$406k	20k	20.49	View chart
WisdomTree MidCap Dividend Fund (DON)	0.1	$370k	9.0k	41.14	View chart
iShares S&P 1500 Index Fund (ITOT)	0.1	$366k	4.3k	84.80	View chart
Exxon Mobil Corporation (XOM)	0.1	$364k	3.3k	110.30	View chart
WisdomTree Equity Income Fund (DHS)	0.1	$344k	4.0k	86.06	View chart
Vanguard Mid-Cap Growth ETF (VOT)	0.1	$334k	1.9k	179.76	View chart
Schwab Strategic Tr cmn (SCHV)	0.1	$327k	4.9k	66.02	View chart
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP)	0.1	$316k	16k	20.14	View chart
Schwab U S Large Cap Growth ETF (SCHG)	0.1	$310k	5.6k	55.56	View chart
iShares MSCI ACWI Index Fund (ACWI)	0.1	$309k	3.6k	84.88	View chart
Alphabet Inc Class C cs (GOOG)	0.1	$289k	3.3k	88.73	View chart
Eli Lilly & Co. (LLY)	0.1	$276k	754.00	365.84	View chart
Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ)	0.1	$264k	14k	18.93	View chart
Invesco Exchng Traded Fd Tr treas colaterl (TBLL)	0.1	$264k	2.5k	105.34	View chart
Alphabet Inc Class A cs (GOOGL)	0.1	$233k	2.6k	88.23	View chart
Intel Corporation (INTC)	0.1	$232k	8.8k	26.43	View chart
Caterpillar (CAT)	0.1	$222k	928.00	239.56	View chart
UnitedHealth (UNH)	0.1	$217k	410.00	530.18	View chart
iShares Lehman Aggregate Bond (AGG)	0.1	$213k	2.2k	96.99	View chart
Vanguard S&p 500 Etf idx (VOO)	0.1	$209k	596.00	351.34	View chart
Schwab Strategic Tr us lrg cap etf (SCHX)	0.1	$204k	4.5k	45.15	View chart
Vanguard Dividend Appreciation ETF (VIG)	0.1	$204k	1.3k	151.85	View chart

Past Filings by Reframe Wealth

SEC 13F filings are viewable for Reframe Wealth going back to 2022

Reframe Wealth 2022 Q4 filed March 30, 2023

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