Signify Wealth
CIK 1769062 · Voir sur SEC EDGAR ↗
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Répartition sectorielle
Technology
9,1%
Consumer Discretionary
6,5%
Retail
6,4%
Communication Services
6,4%
Autre/Non mappé
71,7%
Portefeuille complet 26 positions
| Type | Série | Tendance 8 trimestres | |||||
|---|---|---|---|---|---|---|---|
| IYW | $8 671 667 | 9,79% | 54 361 | Hausse ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $7 694 480 | 8,68% | 132 253 | Hausse ×1 | |||
| SPY SPY | $6 824 902 | 7,70% | 11 645 | Hausse ×1 | |||
| PWRD TCW Transform Systems ETF | $6 605 684 | 7,46% | 91 025 | Hausse ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $5 791 873 | 6,54% | 14 342 | Hausse ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $5 647 976 | 6,37% | 25 744 | Hausse ×1 | |||
| AAPL Apple Inc. - Common Stock | $4 970 629 | 5,61% | 19 849 | Hausse ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $4 618 314 | 5,21% | 24 397 | Hausse ×1 | |||
| ABFL | $4 288 146 | 4,84% | 64 516 | Hausse ×1 | |||
| QUAL | $4 248 811 | 4,80% | 23 859 | Hausse ×1 | |||
| SPLV | $4 226 810 | 4,77% | 60 383 | Hausse ×1 | |||
| RSP | $4 124 389 | 4,66% | 23 537 | Hausse ×1 | |||
| ABLG | $3 992 144 | 4,51% | 139 250 | Hausse ×1 | |||
| EFA | $3 978 674 | 4,49% | 52 621 | Hausse ×1 | |||
| IAU | $3 424 904 | 3,87% | 69 176 | Hausse ×1 | |||
| XLE XLE | $3 072 453 | 3,47% | 35 868 | Hausse ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1 791 551 | 2,02% | 13 341 | Hausse ×1 | |||
| VTI | $1 359 209 | 1,53% | 4 690 | Hausse ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $932 044 | 1,05% | 2 211 | Hausse ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $575 669 | 0,65% | 983 | Hausse ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $451 008 | 0,51% | 506 | Hausse ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $325 052 | 0,37% | 950 | Hausse ×1 | |||
| BND Vanguard Total Bond Market ETF | $287 784 | 0,32% | 4 002 | Hausse ×1 | |||
| VB | $246 527 | 0,28% | 1 026 | Hausse ×1 | |||
| VEA | $239 291 | 0,27% | 5 004 | Hausse ×1 | |||
| BSV | $206 929 | 0,23% | 2 678 | Hausse ×1 | |||
| Aucune correspondance | |||||||
Plus gros nouveaux paris
Nouvelles positions ouvertes ce trimestre, par ordre décroissant.
| Titre | Valeur | Actions | % du portefeuille |
|---|---|---|---|
| IYW | $8 671 667 | 54 361 | 9,79% |
| VGSH | $7 694 480 | 132 253 | 8,68% |
| SPY | $6 824 902 | 11 645 | 7,70% |
| PWRD | $6 605 684 | 91 025 | 7,46% |
| TSLA | $5 791 873 | 14 342 | 6,54% |
| AMZN | $5 647 976 | 25 744 | 6,37% |
| AAPL | $4 970 629 | 19 849 | 5,61% |
| GOOGL | $4 618 314 | 24 397 | 5,21% |
| ABFL | $4 288 146 | 64 516 | 4,84% |
| QUAL | $4 248 811 | 23 859 | 4,80% |
| SPLV | $4 226 810 | 60 383 | 4,77% |
| RSP | $4 124 389 | 23 537 | 4,66% |
| ABLG | $3 992 144 | 139 250 | 4,51% |
| EFA | $3 978 674 | 52 621 | 4,49% |
| IAU | $3 424 904 | 69 176 | 3,87% |