Signify Wealth historic quarter change: USA ETF, Reduced
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 BSV; Country of operation —; Class SHORT TRM BOND; Shares before 2,871.
- Q3 2024: Stock IYW; Country of operation —; Class U.S. TECH ETF; Shares before 57,977.
- Q3 2024: Stock SJNK; Country of operation —; Class BLOOMBERG SHT TE; Shares before 18,477.
- Q3 2024: Stock BSV; Country of operation —; Class SHORT TRM BOND; Shares before 5,097.
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 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 2,871 | 2,678 | -193 | $225,919 | $206,929 | -$18,990 | 2025-02-06 |
|---|
| Q3 2024 | IYW
ISHARES TR | | U.S. TECH ETF | 57,977 | 51,491 | -6,486 | $8,725,539 | $7,807,065 | -$918,474 | 2024-10-30 |
|---|
| Q3 2024 | SJNK
SPDR SER TR | | BLOOMBERG SHT TE | 18,477 | 7,896 | -10,581 | $461,371 | $203,322 | -$258,049 | 2024-10-30 |
|---|
| Q3 2024 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 5,097 | 2,871 | -2,226 | $390,940 | $225,919 | -$165,021 | 2024-10-30 |
|---|
| Q3 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 4,938 | 4,309 | -629 | $1,320,964 | $1,220,136 | -$100,828 | 2024-10-30 |
|---|
| Q3 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 5,335 | 4,494 | -841 | $263,656 | $237,328 | -$26,328 | 2024-10-30 |
|---|
| Q3 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 1,085 | 938 | -147 | $236,573 | $222,503 | -$14,070 | 2024-10-30 |
|---|
| Q3 2024 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 3,475 | 3,176 | -299 | $250,374 | $238,549 | -$11,825 | 2024-10-30 |
|---|
| Q2 2024 | PWRD
TCW ETF TRUST | United States | TRANSFORM SYSTEM | 80,563 | 77,724 | -2,839 | $5,512,120 | $5,301,554 | -$210,566 | 2024-07-22 |
|---|
| Q2 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 9,860 | 9,801 | -59 | $5,157,470 | $5,333,900 | +$176,430 | 2024-07-22 |
|---|
| Q2 2024 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 6,631 | 5,097 | -1,534 | $508,399 | $390,940 | -$117,459 | 2024-07-22 |
|---|
| Q2 2024 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 19,945 | 19,855 | -90 | $3,277,961 | $3,390,440 | +$112,479 | 2024-07-22 |
|---|
| Q2 2024 | SJNK
SPDR SER TR | | BLOOMBERG SHT TE | 19,747 | 18,477 | -1,270 | $498,019 | $461,371 | -$36,648 | 2024-07-22 |
|---|
| Q2 2024 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 6,082 | 5,687 | -395 | $458,583 | $425,899 | -$32,684 | 2024-07-22 |
|---|
| Q1 2024 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 18,223 | 6,082 | -12,141 | $1,391,873 | $458,583 | -$933,290 | 2024-04-25 |
|---|
| Q1 2024 | SJNK
SPDR SER TR | | BLOOMBERG SHT TE | 44,338 | 19,747 | -24,591 | $1,114,657 | $498,019 | -$616,638 | 2024-04-25 |
|---|
| Q1 2024 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 11,463 | 6,631 | -4,832 | $882,880 | $508,399 | -$374,481 | 2024-04-25 |
|---|
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