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Ratio Wealth Group

SEC CIK
0001971024
Latest filing
May 13, 2024

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Mar 27, 2023. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
49
+2 vs. Q1 2021
Portfolio value
$278.8M
+$39.2M (+16.4%) vs. Q1 2021
Filed
Mar 27, 2023
SEC
Holdings of Ratio Wealth Group in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Global X FDS37954Y657US PFD ETF816,919$21.4M7.7%+116,821+16.7%Added–
Vanguard S&P 500 ETF922908363ETF54,074$21.3M7.6%+1,608+3.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF356,980$19.4M7.0%+40,519+12.8%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF225,079$18.5M6.6%+26,064+13.1%Added–
Invesco QQQ Trust Series I46090E103ETF49,565$17.6M6.3%+5,130+11.5%Added–
iShares Tr464288877EAFE VALUE ETF290,582$15.0M5.4%+32,606+12.6%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF105,302$14.8M5.3%+7,628+7.8%Added–
Vanguard High Dividend Yield Index ETF921946406ETF136,706$14.3M5.1%+13,521+11.0%Added–
Vanguard Dividend Appreciation ETF921908844ETF86,050$13.3M4.8%−1,564−1.8%Reduced–
Vanguard Health Care ETF92204A504ETF50,574$12.5M4.5%+4,739+10.3%Added–
iShares Tr46434V696CORE MSCI PAC174,551$11.6M4.2%+19,708+12.7%Added–
iShares Core MSCI Eafe ETF46432F842ETF132,501$9.92M3.6%+12,919+10.8%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF145,012$9.71M3.5%+16,042+12.4%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF99,965$9.50M3.4%+3,141+3.2%Added–
iShares Core S&P Mid-Cap ETF464287507ETF34,435$9.25M3.3%−431−1.2%Reduced–
Vanguard Morningstar Value ETF922908744ETF66,967$9.21M3.3%+6,409+10.6%Added–
iShares Tr46435G334MSCI UK ETF NEW170,239$5.57M2.0%+170,239New–
iShares S&P 100 ETF464287101ETF24,361$4.78M1.7%−513−2.1%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF20,937$4.72M1.7%+2,036+10.8%Added–
iShares Tr464287390LATN AMER 40 ETF147,822$4.66M1.7%+51,556+53.6%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF23,056$4.00M1.4%+2,579+12.6%Added–
BFSTBusiness First Bancshares, Inc.COM142,808$3.28M1.2%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF28,894$3.27M1.2%−854−2.9%Reduced–
Vanguard Financials ETF92204A405ETF34,703$3.14M1.1%+7,685+28.4%Added–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF47,003$2.85M1.0%+1,990+4.4%Added–
iShares Tr464288687PFD AND INCM SEC70,252$2.76M1.0%−1,048−1.5%Reduced–
ETF Ser Solutions26922A289DEFIANCE CONNECT48,818$1.86M0.7%+9,778+25.0%Added–
iShares Russell 2000 Growth ETF464287648ETF5,033$1.57M0.6%−36−0.7%Reduced–
AAPLApple Inc.Stock8,972$1.23M0.4%+1,256+16.3%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF5,342$1.19M0.4%−187−3.4%Reduced–
Vanguard Total Bond Market ETF921937835ETF8,534$732.9K0.3%−5,653−39.8%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,456$623.3K0.2%+335+29.9%AddedHistory
MSFTMicrosoft CorpStock2,185$591.9K0.2%+165+8.2%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF14,332$525.9K0.2%+309+2.2%Added–
AMZNAmazon Com IncStock145$498.8K0.2%+18+14.2%AddedHistory
iShares Select Dividend ETF464287168ETF3,875$451.9K0.2%00.0%Unchanged–
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,430$361.3K0.1%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock1,216$338.0K0.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock2,004$330.1K0.1%+42+2.1%AddedHistory
U.S. Global Jets ETF26922A842ETF12,816$309.9K0.1%−6,391−33.3%Reduced–
GOOGAlphabet Inc.Stock121$303.3K0.1%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF2,713$282.8K0.1%00.0%Unchanged–
NVDANVIDIA CorpStock333$266.3K0.1%+333NewHistory
STEWSRH Total Return Fund, Inc.COM19,603$265.4K0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF4,814$251.6K0.1%−626−11.5%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF1,310$247.1K0.1%00.0%Unchanged–
SIENProject Sage Oldco, Inc.COM12,416$98.8K<0.1%00.0%UnchangedHistory
DHTDHT Holdings, Inc.SHS NEW10,417$67.6K<0.1%+67+0.6%AddedHistory
KOSKosmos Energy Ltd.COM12,000$41.5K<0.1%+12,000NewHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Ratio Wealth Group in Q2 2021
SecurityClassPutsCalls
SANBanco Santander, S.A.ADR–$19.5K

Sold out since Q1 2021 (1)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Ratio Wealth Group sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
NEENextera Energy IncStock2,672$202.0K0.1%History