13F HOLDINGS REPORT
Signify Wealth
Quarter ended Q1 2024 · Filed April 25, 2024 · Accession 0001769062-24-000002
Total Value
$60.3M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287721 | 48,440 | $6.5M | 10.85% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C102 | 97,778 | $5.7M | 9.42% |
| 3 | TCW TRANSFORM ETF TRUST | 29287L205 | 80,563 | $5.5M | 9.14% |
| 4 | SPDR S&P 500 ETF TR | SPY | 9,860 | $5.2M | 8.55% |
| 5 | AMAZON COM INC | AMZN | 26,931 | $4.9M | 8.06% |
| 6 | ALPHABET INC | GOOG | 27,277 | $4.1M | 6.83% |
| 7 | APPLE INC | AAPL | 23,153 | $4.0M | 6.58% |
| 8 | ISHARES TR | 46432F339 | 19,945 | $3.3M | 5.44% |
| 9 | TRIMTABS ETF TR | 89628W302 | 52,370 | $3.2M | 5.27% |
| 10 | TRIMTABS ETF TR | 89628W401 | 102,349 | $3.1M | 5.08% |
| 11 | INVESCO EXCH TRADED FD TR II | IVZ | 46,324 | $3.1M | 5.06% |
| 12 | TESLA INC | TSLA | 15,689 | $2.8M | 4.57% |
| 13 | ISHARES GOLD TR | IAU | 60,241 | $2.5M | 4.20% |
| 14 | NVIDIA CORPORATION | NVDA | 2,422 | $2.2M | 3.63% |
| 15 | MICROSOFT CORP | MSFT | 2,509 | $1.1M | 1.75% |
| 16 | VANGUARD INDEX FDS | 922908769 | 3,602 | $936,160 | 1.55% |
| 17 | VANGUARD BD INDEX FDS | 921937827 | 6,631 | $508,399 | 0.84% |
| 18 | SPDR SER TR | 78468R408 | 19,747 | $498,019 | 0.83% |
| 19 | META PLATFORMS INC | META | 982 | $476,639 | 0.79% |
| 20 | VANGUARD BD INDEX FDS | 921937819 | 6,082 | $458,583 | 0.76% |
| 21 | NETFLIX INC | NFLX | 406 | $246,576 | 0.41% |
| 22 | VANGUARD BD INDEX FDS | 921937835 | 3,316 | $240,841 | 0.40% |