Signify Wealth

Signify Wealth as of June 30, 2024

Portfolio Holdings for Signify Wealth

Signify Wealth holds 25 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U.s. Tech Etf (IYW) 12.6 $8.7M 58k 150.50
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.4 $5.8M 101k 57.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.7 $5.3M 9.8k 544.22
Tcw Etf Trust Transform System (NETZ) 7.6 $5.3M 78k 68.21
Amazon (AMZN) 7.5 $5.2M 27k 193.25
Apple (AAPL) 7.1 $4.9M 23k 210.62
Alphabet Cap Stk Cl A (GOOGL) 6.8 $4.7M 26k 182.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.9 $3.4M 20k 170.76
Trimtabs Etf Tr Fcf Us Qlty Etf 4.6 $3.2M 53k 60.66
Tesla Motors (TSLA) 4.5 $3.1M 16k 197.88
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 4.5 $3.1M 48k 64.95
Trimtabs Etf Tr Fcf Intl Qlty Et 4.5 $3.1M 105k 29.51
Ishares Tr Msci Eafe Etf (EFA) 4.4 $3.1M 40k 78.33
NVIDIA Corporation (NVDA) 4.3 $3.0M 24k 123.54
Ishares Gold Tr Ishares New (IAU) 3.7 $2.6M 58k 43.93
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $1.3M 4.9k 267.51
Microsoft Corporation (MSFT) 1.5 $1.0M 2.3k 446.98
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.7 $461k 19k 24.97
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $426k 5.7k 74.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $391k 5.1k 76.70
Meta Platforms Cl A (META) 0.5 $369k 732.00 504.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $264k 5.3k 49.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $250k 3.5k 72.05
Vanguard Index Fds Small Cp Etf (VB) 0.3 $237k 1.1k 218.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $207k 4.7k 43.76