Integrity Wealth Solutions LLC
CIK 2006918 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- VEA7.40%
- VUG6.07%
- VTV5.02%
- AVUV3.92%
- QUS3.34%
- SPIP2.94%
- GLDM2.75%
- VXUS2.70%
- SLYG2.67%
- AAPL2.65%
Share classes counted separately39.46%
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 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $10.70M | 7.40% | 223.37K shares | Prior unavailable — | — | ↗▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $8.77M | 6.07% | 28.21K shares | Prior unavailable — | — | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $7.25M | 5.02% | 48.49K shares | Prior unavailable — | — | ↗▾ |
| 04 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $5.67M | 3.92% | 63.10K shares | Prior unavailable — | — | ↗▾ |
| 05 | QUSSS SPDR MSCI U STRATFACT ETFMSCI USA STRTGIC View history and evidence | $4.83M | 3.34% | 36.53K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPIPSS SPDR P TIPS ETFPORTFLI TIPS ETF View history and evidence | $4.25M | 2.94% | 166.33K shares | Prior unavailable — | — | ↗▾ |
| 07 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $3.97M | 2.75% | 96.99K shares | Prior unavailable — | — | ↗▾ |
| 08 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $3.90M | 2.70% | 67.31K shares | Prior unavailable — | — | ↗▾ |
| 09 | SLYGSS SPDR S&P 600 SC GR ETFS&P 600 SMCP GRW View history and evidence | $3.86M | 2.67% | 46.15K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $3.83M | 2.65% | 19.91K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2006918 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144494163
}Research all 99 reported holdings.
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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.