Reframe Wealth

Reframe Wealth as of Dec. 31, 2022

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