Signify Wealth
CIK 1769062 · Holdings on Sep 30, 2024 · First reported Oct 30, 2024
Top ten holdings
Q3 2024- IYW9.57%
- VGSH8.90%
- PWRD7.81%
- SPY7.66%
- AMZN5.89%
- AAPL5.70%
- GOOGL4.97%
- SPLV4.90%
- ABFL4.88%
- QUAL4.87%
Share classes counted separately65.15%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IYWWeight decreased · -2.99 pp12.56% → 9.57%Shares -6.49K (-11.19%)
- NVDAWeight decreased · -2.19 pp4.25% → 2.06%Shares -10.05K (-42.03%)
- GOOGLWeight decreased · -1.83 pp6.80% → 4.97%Shares -1.49K (-5.72%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $7.81M | 9.57% | 51.49K shares | 12.56% → 9.57%-2.99 pp -6.49K (-11.19%) | Reduced | ↗▾ |
| 02 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $7.26M | 8.90% | 123.08K shares | 8.40% → 8.90%+0.50 pp +22.39K (+22.23%) | Added | ↗▾ |
| 03 | PWRDTCW TRANSFORM SYSTEMS ETFTRANSFORM SYSTEM View history and evidence | $6.37M | 7.81% | 86.18K shares | 7.63% → 7.81%+0.18 pp +8.45K (+10.88%) | Added | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $6.25M | 7.66% | 10.90K shares | 7.67% → 7.66%-0.01 pp +1.10K (+11.19%) | Added | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $4.81M | 5.89% | 25.82K shares | 7.47% → 5.89%-1.58 pp -1.03K (-3.84%) | Reduced | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $4.65M | 5.70% | 19.98K shares | 7.07% → 5.70%-1.37 pp -3.35K (-14.34%) | Reduced | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.06M | 4.97% | 24.48K shares | 6.80% → 4.97%-1.83 pp -1.49K (-5.72%) | Reduced | ↗▾ |
| 08 | SPLVINVESCO S&P 500 LOW VOLATILIS&P500 LOW VOL View history and evidence | $4.00M | 4.90% | 55.75K shares | 4.46% → 4.90%+0.44 pp +8.08K (+16.95%) | Added | ↗▾ |
| 09 | ABFLABACUS FCF LEADERS ETFFCF US QLTY ETF View history and evidence | $3.99M | 4.88% | 61.16K shares | 4.64% → 4.88%+0.24 pp +8.06K (+15.18%) | Added | ↗▾ |
| 10 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $3.98M | 4.87% | 22.18K shares | 4.88% → 4.87%-0.01 pp +2.32K (+11.68%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BIV VANGUARD INTERMEDIATE-TERM B | Non-derivative | -5,687 | -$425.90K | SEC filing ↗ | SEC filing ↗ |
| VWO VANGUARD FTSE EMERGING MARKE | Non-derivative | -4,740 | -$207.42K | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 Sep 30, 2024
Data loaded Sep 23, 2026 · First reported Oct 30, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 81615832
}Take these holdings further.
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