Signify Wealth
CIK 1769062 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $88.6M
- 持仓
- 26
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 8435（共 9443） · 前 89.3%
- 前十大持仓权重
- 67.00%
- 前二十五大持仓权重
- 99.77%
- 持仓高于 1%
- 19
- 有效持仓数量
- 16.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 26
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
9.1%
Consumer Discretionary
6.5%
Retail
6.4%
Communication Services
6.4%
其他/未映射
71.7%
完整投资组合 26 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IYW | $8671667 | 9.79% | 54361 | 上涨 ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $7694480 | 8.68% | 132253 | 上涨 ×1 | |||
| SPY SPY | $6824902 | 7.70% | 11645 | 上涨 ×1 | |||
| PWRD TCW Transform Systems ETF | $6605684 | 7.46% | 91025 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $5791873 | 6.54% | 14342 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $5647976 | 6.37% | 25744 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $4970629 | 5.61% | 19849 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $4618314 | 5.21% | 24397 | 上涨 ×1 | |||
| ABFL | $4288146 | 4.84% | 64516 | 上涨 ×1 | |||
| QUAL | $4248811 | 4.80% | 23859 | 上涨 ×1 | |||
| SPLV | $4226810 | 4.77% | 60383 | 上涨 ×1 | |||
| RSP | $4124389 | 4.66% | 23537 | 上涨 ×1 | |||
| ABLG | $3992144 | 4.51% | 139250 | 上涨 ×1 | |||
| EFA | $3978674 | 4.49% | 52621 | 上涨 ×1 | |||
| IAU | $3424904 | 3.87% | 69176 | 上涨 ×1 | |||
| XLE XLE | $3072453 | 3.47% | 35868 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1791551 | 2.02% | 13341 | 上涨 ×1 | |||
| VTI | $1359209 | 1.53% | 4690 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $932044 | 1.05% | 2211 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $575669 | 0.65% | 983 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $451008 | 0.51% | 506 | 上涨 ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $325052 | 0.37% | 950 | 上涨 ×1 | |||
| BND Vanguard Total Bond Market ETF | $287784 | 0.32% | 4002 | 上涨 ×1 | |||
| VB | $246527 | 0.28% | 1026 | 上涨 ×1 | |||
| VEA | $239291 | 0.27% | 5004 | 上涨 ×1 | |||
| BSV | $206929 | 0.23% | 2678 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| IYW | $8671667 | 54361 | 9.79% |
| VGSH | $7694480 | 132253 | 8.68% |
| SPY | $6824902 | 11645 | 7.70% |
| PWRD | $6605684 | 91025 | 7.46% |
| TSLA | $5791873 | 14342 | 6.54% |
| AMZN | $5647976 | 25744 | 6.37% |
| AAPL | $4970629 | 19849 | 5.61% |
| GOOGL | $4618314 | 24397 | 5.21% |
| ABFL | $4288146 | 64516 | 4.84% |
| QUAL | $4248811 | 23859 | 4.80% |
| SPLV | $4226810 | 60383 | 4.77% |
| RSP | $4124389 | 23537 | 4.66% |
| ABLG | $3992144 | 139250 | 4.51% |
| EFA | $3978674 | 52621 | 4.49% |
| IAU | $3424904 | 69176 | 3.87% |