Signify Wealth

Signify Wealth as of Sept. 30, 2023

Portfolio Holdings for Signify Wealth

Signify Wealth holds 37 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.3 $6.2M 107k 57.60
Tesla Motors (TSLA) 7.1 $5.3M 21k 250.22
Thor Low Volatility Etf Low Volatility (THLV) 6.3 $4.7M 193k 24.30
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 6.2 $4.6M 94k 48.95
Apple (AAPL) 6.0 $4.5M 26k 171.21
Spdr Ser Tr Bloomberg Sht Te (SJNK) 5.9 $4.4M 180k 24.46
Alphabet Cap Stk Cl A (GOOGL) 5.6 $4.2M 32k 130.86
Amazon (AMZN) 5.2 $3.9M 30k 127.12
Vanguard Bd Index Fds Intermed Term (BIV) 4.5 $3.4M 47k 72.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $2.5M 5.7k 427.48
Engine No 1 Etf Trust Transform Clmte (NETZ) 3.2 $2.4M 47k 51.18
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.2 $2.3M 23k 100.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.1 $2.3M 31k 75.17
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.9 $2.2M 43k 50.07
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.5 $1.9M 20k 91.82
Trimtabs Etf Tr Fcf Us Qlty Etf 2.1 $1.6M 30k 51.19
Trimtabs Etf Tr Fcf Intl Qlty Et 2.1 $1.6M 59k 26.40
Ishares Tr U.s. Tech Etf (IYW) 2.1 $1.5M 15k 104.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.1 $1.5M 12k 131.79
Vanguard Bd Index Fds Long Term Bond (BLV) 2.0 $1.5M 22k 67.06
Select Sector Spdr Tr Financial (XLF) 1.7 $1.3M 38k 33.17
Ishares Gold Tr Ishares New (IAU) 1.6 $1.2M 35k 34.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $1.2M 9.4k 128.74
Select Sector Spdr Tr Energy (XLE) 1.6 $1.2M 13k 90.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $1.1M 22k 47.83
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $1.0M 14k 73.72
Pimco Etf Tr Active Bd Etf (BOND) 1.4 $1.0M 11k 87.90
Microsoft Corporation (MSFT) 1.0 $716k 2.3k 315.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $537k 11k 47.28
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.7 $528k 22k 23.82
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.7 $526k 8.9k 59.16
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.7 $496k 9.9k 50.09
NVIDIA Corporation (NVDA) 0.5 $403k 926.00 434.99
Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $300k 3.8k 78.55
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $258k 7.6k 34.07
Select Sector Spdr Tr Indl (XLI) 0.3 $230k 2.3k 101.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $221k 3.2k 68.81