Signify Wealth as of June 30, 2021
Portfolio Holdings for Signify Wealth
Signify Wealth holds 15 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 20.1 | $26M | 792k | 32.90 | |
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 18.6 | $24M | 426k | 56.77 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 17.3 | $23M | 343k | 65.53 | |
Wisdomtree Tr Us Midcap Divid (DON) | 10.1 | $13M | 313k | 41.95 | |
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 6.7 | $8.7M | 168k | 51.45 | |
Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 6.1 | $7.9M | 43k | 182.36 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 6.1 | $7.9M | 92k | 85.71 | |
Pimco Etf Tr 0-5 High Yield (HYS) | 5.9 | $7.6M | 77k | 99.94 | |
Pimco Etf Tr Active Bd Etf (BOND) | 4.4 | $5.8M | 52k | 110.97 | |
Pimco Etf Tr Inv Grd Crp Bd (CORP) | 2.1 | $2.7M | 24k | 114.48 | |
Apple (AAPL) | 0.8 | $1.1M | 7.8k | 137.02 | |
Amazon (AMZN) | 0.6 | $833k | 242.00 | 3442.15 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $645k | 264.00 | 2443.18 | |
Tesla Motors (TSLA) | 0.4 | $576k | 847.00 | 680.05 | |
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.2 | $260k | 2.6k | 101.88 |