Signify Wealth

Signify Wealth as of June 30, 2023

Portfolio Holdings for Signify Wealth

Signify Wealth holds 29 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thor Low Volatility Etf Low Volatility (THLV) 13.0 $15M 594k 25.33
Spdr Ser Tr Bloomberg Sht Te (SJNK) 12.3 $14M 579k 24.70
Vanguard Bd Index Fds Intermed Term (BIV) 9.8 $11M 151k 75.23
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 7.5 $8.7M 175k 49.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.0 $8.1M 108k 75.57
Tesla Motors (TSLA) 5.2 $6.0M 23k 261.77
Apple (AAPL) 4.4 $5.1M 27k 193.97
Vanguard Bd Index Fds Long Term Bond (BLV) 4.0 $4.7M 62k 74.92
Amazon (AMZN) 3.7 $4.3M 33k 130.36
Alphabet Cap Stk Cl A (GOOGL) 3.5 $4.1M 34k 119.70
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.3 $3.8M 50k 75.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.2 $3.7M 77k 48.88
Pimco Etf Tr Inter Mun Bd Act (MUNI) 3.0 $3.4M 66k 51.84
Select Sector Spdr Tr Sbi Int-inds (XLI) 2.7 $3.1M 29k 107.32
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.7 $3.1M 18k 169.81
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.4 $2.8M 21k 132.73
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.3 $2.7M 36k 74.17
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.2 $2.6M 68k 37.69
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.6 $1.9M 30k 62.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $1.9M 39k 47.42
Pimco Etf Tr Active Bd Etf (BOND) 1.4 $1.6M 17k 91.62
Microsoft Corporation (MSFT) 0.6 $722k 2.1k 340.61
Pimco Etf Tr Muni Income Opp (MINO) 0.5 $616k 14k 44.56
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.5 $554k 22k 25.01
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.4 $498k 9.9k 50.30
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $493k 5.4k 91.19
NVIDIA Corporation (NVDA) 0.3 $379k 897.00 423.02
Boeing Company (BA) 0.2 $215k 1.0k 211.16
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.2 $213k 2.2k 94.85