Signify Wealth

CIK 1769062 · SEC EDGAR'da Görüntüle ↗

Mevcut pencerede aktif 13F pozisyonu bulunmamaktadır.

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Sektör dağılımı

Technology
9,1%
Consumer Discretionary
6,5%
Retail
6,4%
Communication Services
6,4%
Diğer/Eşleştirilemeyen
71,7%

Tam portföy 26 pozisyonlar

Tür Seri 8 Çeyrek Trendi
IYW $8.671.667 9,79% 54.361 Yukarı ×1
VGSH Vanguard Short-Term Treasury ETF $7.694.480 8,68% 132.253 Yukarı ×1
SPY SPY $6.824.902 7,70% 11.645 Yukarı ×1
PWRD TCW Transform Systems ETF $6.605.684 7,46% 91.025 Yukarı ×1
TSLA Tesla, Inc. - Common Stock $5.791.873 6,54% 14.342 Yukarı ×1
AMZN Amazon.com, Inc. - Common Stock $5.647.976 6,37% 25.744 Yukarı ×1
AAPL Apple Inc. - Common Stock $4.970.629 5,61% 19.849 Yukarı ×1
GOOGL Alphabet Inc. - Class A Common Stock $4.618.314 5,21% 24.397 Yukarı ×1
ABFL $4.288.146 4,84% 64.516 Yukarı ×1
QUAL $4.248.811 4,80% 23.859 Yukarı ×1
SPLV $4.226.810 4,77% 60.383 Yukarı ×1
RSP $4.124.389 4,66% 23.537 Yukarı ×1
ABLG $3.992.144 4,51% 139.250 Yukarı ×1
EFA $3.978.674 4,49% 52.621 Yukarı ×1
IAU $3.424.904 3,87% 69.176 Yukarı ×1
XLE XLE $3.072.453 3,47% 35.868 Yukarı ×1
NVDA NVIDIA Corporation - Common Stock $1.791.551 2,02% 13.341 Yukarı ×1
VTI $1.359.209 1,53% 4.690 Yukarı ×1
MSFT Microsoft Corporation - Common Stock $932.044 1,05% 2.211 Yukarı ×1
META Meta Platforms, Inc. - Class A Common Stock $575.669 0,65% 983 Yukarı ×1
NFLX Netflix, Inc. - Common Stock $451.008 0,51% 506 Yukarı ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $325.052 0,37% 950 Yukarı ×1
BND Vanguard Total Bond Market ETF $287.784 0,32% 4.002 Yukarı ×1
VB $246.527 0,28% 1.026 Yukarı ×1
VEA $239.291 0,27% 5.004 Yukarı ×1
BSV $206.929 0,23% 2.678 Yukarı ×1

En büyük yeni yatırımlar

Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.

Menkul Kıymet Değer Hisse senetleri % portföyün
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%