Signify Wealth historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Signify Wealth opened 10 positions, added to 36, reduced 17 and sold out of 20.
- Q4 2024: Stock IYW; Country of operation —; Class U.S. TECH ETF; Shares before 51,491.
- Q4 2024: Stock SPY; Country of operation —; Class TR UNIT; Shares before 10,898.
- Q4 2024: Stock VGSH; Country of operation —; Class SHORT TERM TREAS; Shares before 123,083.
- Q4 2024: Stock QUAL; Country of operation —; Class MSCI USA QLT FCT; Shares before 22,175.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1769062), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | IYW
ISHARES TR | | U.S. TECH ETF | 51,491 | 54,361 | +2,870 | $7,807,065 | $8,671,667 | +$864,602 | 2025-02-06 |
|---|
| Q4 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 10,898 | 11,645 | +747 | $6,252,836 | $6,824,902 | +$572,066 | 2025-02-06 |
|---|
| Q4 2024 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 123,083 | 132,253 | +9,170 | $7,264,359 | $7,694,480 | +$430,121 | 2025-02-06 |
|---|
| Q4 2024 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 22,175 | 23,859 | +1,684 | $3,975,978 | $4,248,811 | +$272,833 | 2025-02-06 |
|---|
| Q4 2024 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 21,537 | 23,537 | +2,000 | $3,858,569 | $4,124,389 | +$265,820 | 2025-02-06 |
|---|
| Q4 2024 | PWRD
TCW ETF TRUST | United States | TRANSFORM SYSTEM | 86,178 | 91,025 | +4,847 | $6,371,062 | $6,605,684 | +$234,622 | 2025-02-06 |
|---|
| Q4 2024 | SPLV
INVESCO EXCH TRADED FD TR II | | S&P500 LOW VOL | 55,753 | 60,383 | +4,630 | $3,999,163 | $4,226,810 | +$227,647 | 2025-02-06 |
|---|
| Q4 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 4,309 | 4,690 | +381 | $1,220,136 | $1,359,209 | +$139,073 | 2025-02-06 |
|---|
| Q4 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 46,848 | 52,621 | +5,773 | $3,917,898 | $3,978,674 | +$60,776 | 2025-02-06 |
|---|
| Q4 2024 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 3,176 | 4,002 | +826 | $238,549 | $287,784 | +$49,235 | 2025-02-06 |
|---|
| Q4 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 938 | 1,026 | +88 | $222,503 | $246,527 | +$24,024 | 2025-02-06 |
|---|
| Q4 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 4,494 | 5,004 | +510 | $237,328 | $239,291 | +$1,963 | 2025-02-06 |
|---|
| Q3 2024 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 100,694 | 123,083 | +22,389 | $5,839,245 | $7,264,359 | +$1,425,114 | 2024-10-30 |
|---|
| Q3 2024 | PWRD
TCW ETF TRUST | United States | TRANSFORM SYSTEM | 77,724 | 86,178 | +8,454 | $5,301,554 | $6,371,062 | +$1,069,508 | 2024-10-30 |
|---|
| Q3 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 9,801 | 10,898 | +1,097 | $5,333,900 | $6,252,836 | +$918,936 | 2024-10-30 |
|---|
| Q3 2024 | SPLV
INVESCO EXCH TRADED FD TR II | | S&P500 LOW VOL | 47,674 | 55,753 | +8,079 | $3,096,426 | $3,999,163 | +$902,737 | 2024-10-30 |
|---|
| Q3 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 39,457 | 46,848 | +7,391 | $3,090,667 | $3,917,898 | +$827,231 | 2024-10-30 |
|---|
| Q3 2024 | ABLG
TRIMTABS ETF TR | | FCF INTL QLTY ET | 104,896 | 124,992 | +20,096 | $3,095,890 | $3,909,400 | +$813,510 | 2024-10-30 |
|---|
| Q3 2024 | ABFL
TRIMTABS ETF TR | United States | FCF US QLTY ETF | 53,100 | 61,159 | +8,059 | $3,221,216 | $3,986,558 | +$765,342 | 2024-10-30 |
|---|
| Q3 2024 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 19,855 | 22,175 | +2,320 | $3,390,440 | $3,975,978 | +$585,538 | 2024-10-30 |
|---|
| Q2 2024 | IYW
ISHARES TR | | U.S. TECH ETF | 48,440 | 57,977 | +9,537 | $6,542,306 | $8,725,539 | +$2,183,233 | 2024-07-22 |
|---|
| Q2 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 3,602 | 4,938 | +1,336 | $936,160 | $1,320,964 | +$384,804 | 2024-07-22 |
|---|
| Q2 2024 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 97,778 | 100,694 | +2,916 | $5,677,968 | $5,839,245 | +$161,277 | 2024-07-22 |
|---|
| Q2 2024 | SPLV
INVESCO EXCH TRADED FD TR II | | S&P500 LOW VOL | 46,324 | 47,674 | +1,350 | $3,051,362 | $3,096,426 | +$45,064 | 2024-07-22 |
|---|
| Q2 2024 | ABFL
TRIMTABS ETF TR | United States | FCF US QLTY ETF | 52,370 | 53,100 | +730 | $3,180,954 | $3,221,216 | +$40,262 | 2024-07-22 |
|---|
| Q2 2024 | ABLG
TRIMTABS ETF TR | | FCF INTL QLTY ET | 102,349 | 104,896 | +2,547 | $3,062,262 | $3,095,890 | +$33,628 | 2024-07-22 |
|---|
| Q2 2024 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 3,316 | 3,475 | +159 | $240,841 | $250,374 | +$9,533 | 2024-07-22 |
|---|
| Q1 2024 | PWRD
TCW TRANSFORM ETF TRUST | United States | TRANSFORM SYSTEM | 72,325 | 80,563 | +8,238 | $4,104,039 | $5,512,120 | +$1,408,081 | 2024-04-25 |
|---|
| Q1 2024 | IYW
ISHARES TR | | U.S. TECH ETF | 43,667 | 48,440 | +4,773 | $5,360,124 | $6,542,306 | +$1,182,182 | 2024-04-25 |
|---|
| Q1 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 8,866 | 9,860 | +994 | $4,214,098 | $5,157,470 | +$943,372 | 2024-04-25 |
|---|
| Q1 2024 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 81,237 | 97,778 | +16,541 | $4,738,554 | $5,677,968 | +$939,414 | 2024-04-25 |
|---|
| Q1 2024 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 17,690 | 19,945 | +2,255 | $2,602,907 | $3,277,961 | +$675,054 | 2024-04-25 |
|---|
| Q1 2024 | ABFL
TRIMTABS ETF TR | United States | FCF US QLTY ETF | 46,091 | 52,370 | +6,279 | $2,609,622 | $3,180,954 | +$571,332 | 2024-04-25 |
|---|
| Q1 2024 | SPLV
INVESCO EXCH TRADED FD TR II | | S&P500 LOW VOL | 40,833 | 46,324 | +5,491 | $2,558,596 | $3,051,362 | +$492,766 | 2024-04-25 |
|---|
| Q1 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 1,884 | 3,602 | +1,718 | $446,922 | $936,160 | +$489,238 | 2024-04-25 |
|---|
| Q1 2024 | ABLG
TRIMTABS ETF TR | | FCF INTL QLTY ET | 89,955 | 102,349 | +12,394 | $2,621,289 | $3,062,262 | +$440,973 | 2024-04-25 |
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