Basic Stats
Portfolio Value $ 88,596,920
Current Positions 26
Latest Holdings, Performance, AUM (from 13F, 13D)

Signify Wealth has disclosed 26 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 88,596,920 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Signify Wealth’s top holdings are iShares Trust - iShares U.S. Technology ETF (US:IYW) , Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF (US:VGSH) , SPDR S&P 500 ETF (US:SPY) , TCW ETF Trust - TCW Transform Systems ETF (US:NETZ) , and Tesla, Inc. (US:TSLA) .

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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.04 3.07 3.4679 3.4679
0.01 5.79 6.5373 2.0087
0.03 5.65 6.3749 0.4804
0.02 4.62 5.2127 0.2393
0.05 8.67 9.7878 0.2221
0.00 0.45 0.5091 0.0693
0.01 6.82 7.7033 0.0420
0.00 0.33 0.3669 0.0404
0.00 1.36 1.5341 0.0392
0.00 0.29 0.3248 0.0325
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.00 0.00 -3.9445
0.09 6.61 7.4559 -0.3503
0.05 3.98 4.4908 -0.3097
0.14 3.99 4.5060 -0.2840
0.00 0.00 -0.2740
0.00 0.00 -0.2502
0.13 7.69 8.6848 -0.2159
0.06 4.23 4.7708 -0.1292
0.00 0.93 1.0520 -0.1130
0.02 4.97 5.6104 -0.0921
13F and Fund Filings

This form was filed on 2025-02-06 for the reporting period 2024-12-31. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
IYW / iShares Trust - iShares U.S. Technology ETF 0.05 5.57 8.67 11.07 9.7878 0.2221
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.13 7.45 7.69 5.92 8.6848 -0.2159
SPY / SPDR S&P 500 ETF 0.01 6.85 6.82 9.15 7.7033 0.0420
NETZ / TCW ETF Trust - TCW Transform Systems ETF 0.09 5.62 6.61 3.67 7.4559 -0.3503
TSLA / Tesla, Inc. 0.01 1.52 5.79 56.68 6.5373 2.0087
AMZN / Amazon.com, Inc. 0.03 -0.29 5.65 17.40 6.3749 0.4804
AAPL / Apple Inc. 0.02 -0.63 4.97 6.79 5.6104 -0.0921
GOOGL / Alphabet Inc. 0.02 -0.32 4.62 13.77 5.2127 0.2393
ABFL / Abacus FCF ETF Trust - Abacus FCF Leaders ETF 0.06 5.49 4.29 7.58 4.8401 -0.0445
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.02 7.59 4.25 6.87 4.7957 -0.0759
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.06 8.30 4.23 5.68 4.7708 -0.1292
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF 0.02 9.29 4.12 6.89 4.6552 -0.0725
TTAI / TrimTabs ETF Trust - FCF International Quality ETF 0.14 11.41 3.99 2.12 4.5060 -0.2840
EFA / iShares Trust - iShares MSCI EAFE ETF 0.05 12.32 3.98 1.56 4.4908 -0.3097
IAU / iShares Gold Trust 0.07 6.95 3.42 6.53 3.8657 -0.0730
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.04 3.07 3.4679 3.4679
NVDA / NVIDIA Corporation 0.01 -3.77 1.79 6.42 2.0221 -0.0407
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 8.84 1.36 11.39 1.5341 0.0392
MSFT / Microsoft Corporation 0.00 0.05 0.93 -1.89 1.0520 -0.1130
META / Meta Platforms, Inc. 0.00 0.00 0.58 2.31 0.6498 -0.0395
NFLX / Netflix, Inc. 0.00 0.00 0.45 25.98 0.5091 0.0693
CRWD / CrowdStrike Holdings, Inc. 0.00 0.00 0.33 22.18 0.3669 0.0404
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 26.01 0.29 20.59 0.3248 0.0325
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 9.38 0.25 10.81 0.2783 0.0056
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.01 11.35 0.24 0.84 0.2701 -0.0207
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.00 -6.72 0.21 -8.44 0.2336 -0.0432
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF 0.00 -100.00 0.00 0.0000
HEI.A / HEICO Corporation 0.00 -100.00 0.00 -100.00 -0.2502
MELI / MercadoLibre, Inc. 0.00 -100.00 0.00 -100.00 -0.2740
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.00 -100.00 0.00 -100.00 -3.9445
RR / Richtech Robotics Inc. 0.00 -100.00 0.00 -100.00 -0.0257