STAPP WEALTH MANAGEMENT, PLLC
CIK 1954085 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- USFR27.26%
- TOTL11.12%
- GLDM7.71%
- SGOL7.59%
- TFPN6.77%
- TYA5.03%
- GUNR4.81%
- VFH4.59%
- NANR4.28%
- VOX3.79%
Share classes counted separately82.95%
Portfolio value by quarter
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $16.23M | 27.26% | 323.13K shares | — | ↗▾ | |
| 02 | TOTLSS DOUBLELINE TR TACT ETFSPDR TR TACTIC View history and evidence | $6.62M | 11.12% | 164.47K shares | — | ↗▾ | |
| 03 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $4.59M | 7.71% | 112.19K shares | — | ↗▾ | |
| 04 | SGOLABRDN PHYSICAL GOLD SHARESPHYSCL GOLD SHS View history and evidence | $4.52M | 7.59% | 229.03K shares | — | ↗▾ | |
| 05 | TFPNBLUEPRINT CHSPK MA TREND ETFBLUEPRINT CHESAP View history and evidence | $4.03M | 6.77% | 165.42K shares | — | ↗▾ | |
| 06 | TYASIMPLIFY INTERMEDIATE TERMINTMD TERM TRSRY View history and evidence | $2.99M | 5.03% | 210.73K shares | — | ↗▾ | |
| 07 | GUNRNT MSTAR GLBL NR ETFMORNSTAR UPSTR View history and evidence | $2.86M | 4.81% | 69.94K shares | — | ↗▾ | |
| 08 | VFHVANGUARD FINANCIALS ETFFINANCIALS ETF View history and evidence | $2.73M | 4.59% | 29.61K shares | — | ↗▾ | |
| 09 | NANRSTA STR SP S&P NOR AN RES-UIS&P NORTH AMER View history and evidence | $2.55M | 4.28% | 50.03K shares | — | ↗▾ | |
| 10 | VOXVANGUARD COMMUNICATION SERVICOMM SRVC ETF View history and evidence | $2.26M | 3.79% | 19.16K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VDE VANGUARD ENERGY ETF | Non-derivative | — | — | SEC filing ↗ | |
| DBMF IMGP DBI MFT STR ETF-USD INC | Non-derivative | — | — | 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 1954085 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 23, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 59555895
}Take these holdings further.
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