Signify Wealth
- SEC CIK
- 0001769062
- Latest filing
- Feb 6, 2025
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 6, 2021. Long positions only.
- Positions
- 14
- No 13F data for Q4 2020
- Portfolio value
- $133.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 828,579 | $26.5M | 19.8% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 452,522 | $25.4M | 19.0% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 151,025 | $22.3M | 16.6% | – | – | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 147,910 | $13.4M | 10.0% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 176,553 | $9.07M | 6.8% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 184,887 | $8.76M | 6.5% | – | – | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 49,687 | $8.65M | 6.5% | – | – | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 81,410 | $8.07M | 6.0% | – | – | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 48,165 | $5.37M | 4.0% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 31,397 | $3.44M | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 7,809 | $954.0K | 0.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 244 | $755.0K | 0.6% | – | – | History |
| TSLATesla, Inc. | Stock | 880 | $588.0K | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 262 | $540.0K | 0.4% | – | – | History |