13F-HR filed by Signify Wealth
Signify Wealth filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-04-20, with 26 holding rows worth $113,240,920.
- Accession
- 0001769062-23-000003
- Filer
- CIK 1769062
- Filed
- 2023-04-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 26 entries on the cover page, a total value of $113,240,920 stated on the cover page (in dollars after the unit check, H1), rows summing to $113,240,920 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| THOR FINL TECHNOLOGIES TR | 885155101 | CMN | 625,127 | $15,353,119 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 526,388 | $14,749,392 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 176,172 | $13,519,439 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 117,062 | $8,954,072 | dollars as filed | |
| PIMCO ETF TR | 72201R874 | SHTRM MUN BD ACT | 162,776 | $8,102,989 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 65,107 | $4,989,800 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 21,223 | $4,402,924 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 52,952 | $4,000,524 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 26,213 | $3,958,425 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 80,731 | $3,949,361 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 50,175 | $3,748,574 | dollars as filed | |
| Apple Inc | 037833100 | COM | 22,460 | $3,703,654 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 35,958 | $3,638,230 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 33,434 | $3,453,398 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 32,628 | $3,384,502 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 62,245 | $3,252,924 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 20,471 | $2,031,747 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 31,879 | $1,986,380 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 41,517 | $1,985,343 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 16,266 | $1,508,753 | dollars as filed | |
| PIMCO ETF TR | 72201R635 | MUNI INCOME OPP | 14,132 | $628,026 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 22,164 | $554,987 | dollars as filed | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 5,498 | $502,022 | dollars as filed | |
| PIMCO ETF TR | 72201R205 | 1-5 US TIP IDX | 8,824 | $450,377 | dollars as filed | |
| PIMCO Investment Grade Co | 72201R817 | INV GRD CRP BD | 2,282 | $219,528 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,000 | $212,430 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001769062-23-000003 | this filing | 2023-04-20 | acceptance time not in the bulk data set |