Signify Wealth
CIK 1769062 · Holdings on Dec 31, 2023 · First reported Jan 12, 2024
Top ten holdings
Q4 2023- IYW8.08%
- TSLA7.70%
- TLT7.69%
- AAPL7.20%
- VGSH7.15%
- AMZN7.12%
- GOOGL6.68%
- SPY6.36%
- PWRD6.19%
- ABLG3.95%
Share classes counted separately68.12%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $5.36M | 8.08% | 43.67K shares | — | ↗▾ | |
| 02 | TSLATESLA INC View history and evidence | $5.11M | 7.70% | 20.56K shares | — | ↗▾ | |
| 03 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $5.10M | 7.69% | 51.54K shares | — | ↗▾ | |
| 04 | AAPLAPPLE INC View history and evidence | $4.78M | 7.20% | 24.81K shares | — | ↗▾ | |
| 05 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $4.74M | 7.15% | 81.24K shares | — | ↗▾ | |
| 06 | AMZNAMAZON.COM INC View history and evidence | $4.72M | 7.12% | 31.09K shares | — | ↗▾ | |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.43M | 6.68% | 31.72K shares | — | ↗▾ | |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $4.21M | 6.36% | 8.87K shares | — | ↗▾ | |
| 09 | PWRDTCW TRANSFORM SYSTEMS ETFTRANSFORM SYSTEM View history and evidence | $4.10M | 6.19% | 72.33K shares | — | ↗▾ | |
| 10 | ABLGABAC FCF INTERN LEAD ETF-USDFCF INTL QLTY ET View history and evidence | $2.62M | 3.95% | 89.95K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SMMU PIMCO SHRT TRM MUNI BND ETF | Non-derivative | — | — | SEC filing ↗ | |
| MINT PIMCO ENHANCED SHORT MATURIT | Non-derivative | — | — | SEC filing ↗ | |
| MUNI PIMCO INTERMEDIATE MUNICIPAL | Non-derivative | — | — | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1769062 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 12, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 66307116
}Research all 34 reported holdings.
This page includes 30 of 34 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.