Signify Wealth

Signify Wealth as of March 31, 2024

Portfolio Holdings for Signify Wealth

Signify Wealth holds 22 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U.s. Tech Etf (IYW) 10.8 $6.5M 48k 135.06
Vanguard Scottsdale Fds Short Term Treas (VGSH) 9.4 $5.7M 98k 58.07
Tcw Transform Etf Trust Transform System (NETZ) 9.1 $5.5M 81k 68.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.6 $5.2M 9.9k 523.07
Amazon (AMZN) 8.1 $4.9M 27k 180.38
Alphabet Cap Stk Cl A (GOOGL) 6.8 $4.1M 27k 150.93
Apple (AAPL) 6.6 $4.0M 23k 171.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.4 $3.3M 20k 164.35
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) 5.3 $3.2M 52k 60.74
Trimtabs Etf Tr Fcf Intl Qlty Et (TTAI) 5.1 $3.1M 102k 29.92
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 5.1 $3.1M 46k 65.87
Tesla Motors (TSLA) 4.6 $2.8M 16k 175.79
Ishares Gold Tr Ishares New (IAU) 4.2 $2.5M 60k 42.01
NVIDIA Corporation (NVDA) 3.6 $2.2M 2.4k 903.60
Microsoft Corporation (MSFT) 1.8 $1.1M 2.5k 420.67
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $936k 3.6k 259.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $508k 6.6k 76.67
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.8 $498k 20k 25.22
Meta Platforms Cl A (META) 0.8 $477k 982.00 485.38
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $459k 6.1k 75.40
Netflix (NFLX) 0.4 $247k 406.00 607.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $241k 3.3k 72.63