13F-HR filed by Signify Wealth
Signify Wealth filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-05-06, with 14 holding rows worth $133,767,000.
- Accession
- 0001769062-21-000002
- Filer
- CIK 1769062
- Filed
- 2021-05-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 14 entries on the cover page, a total value of $133,767,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $133,767,000 with VALUE read as thousands by filing date, 13F file number 028-20511. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VANECK ETF TRUST | 92189F437 | COM | 828,579 | $26,457,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 452,522 | $25,432,000 | thousands by filing date | |
| ARK ETF TR | 00214Q401 | NEXT GNRTN INTER | 151,025 | $22,267,000 | thousands by filing date | |
| ISHARES INC | 464286426 | MSCI EM ASIA ETF | 147,910 | $13,420,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R874 | SHTRM MUN BD ACT | 176,553 | $9,066,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 184,887 | $8,760,000 | thousands by filing date | |
| Vanguard S&P Small-Cap 600 Value ETF | 921932778 | SHS | 49,687 | $8,651,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 81,410 | $8,074,000 | thousands by filing date | |
| PIMCO Investment Grade Co | 72201R817 | INV GRD CRP BD | 48,165 | $5,366,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 31,397 | $3,437,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 7,809 | $954,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 244 | $755,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 880 | $588,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 262 | $540,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001769062-21-000002 | this filing | 2021-05-06 | acceptance time not in the bulk data set |