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Disclosed positions
Signify Wealth: source evidence dated 2025-02-07T04:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IYW
- Class
- U.S. TECH ETF
- Reported value
- $8,671,667
- Reported amount
- 54,361
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001769062-25-000002Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IYW | U.S. TECH ETF | $8,671,667 | 54,361 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $7,694,480 | 132,253 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $6,824,902 | 11,645 | SH | None |
| TCW ETF TRUST | PWRD | TRANSFORM SYSTEM | $6,605,684 | 91,025 | SH | None |
| TESLA INC | TSLA | COM | $5,791,873 | 14,342 | SH | None |
| AMAZON COM INC | AMZN | COM | $5,647,976 | 25,744 | SH | None |
| APPLE INC | AAPL | COM | $4,970,629 | 19,849 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $4,618,314 | 24,397 | SH | None |
| TRIMTABS ETF TR | ABFL | ABACUS FCF LEADE | $4,288,146 | 64,516 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $4,248,811 | 23,859 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPLV | S&P500 LOW VOL | $4,226,810 | 60,383 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $4,124,389 | 23,537 | SH | None |
| TRIMTABS ETF TR | ABLG | ABACUS FCF INTER | $3,992,144 | 139,250 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $3,978,674 | 52,621 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $3,424,904 | 69,176 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ENERGY | $3,072,453 | 35,868 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,791,551 | 13,341 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,359,209 | 4,690 | SH | None |
| MICROSOFT CORP | MSFT | COM | $932,044 | 2,211 | SH | None |
| META PLATFORMS INC | META | CL A | $575,669 | 983 | SH | None |
| NETFLIX INC | NFLX | COM | $451,008 | 506 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $325,052 | 950 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $287,784 | 4,002 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $246,527 | 1,026 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $239,291 | 5,004 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $206,929 | 2,678 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.