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Ratio Wealth Group

SEC CIK
0001971024
Latest filing
May 13, 2024

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
70
+3 vs. Q2 2023
Portfolio value
$399.2M
−$5.09M (−1.3%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Ratio Wealth Group in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF426,989$32.4M8.1%+30,651+7.7%Added–
iShares Tr464288877EAFE VALUE ETF637,466$31.2M7.8%+20,501+3.3%Added–
Vanguard S&P 500 ETF922908363ETF58,581$23.0M5.8%+525+0.9%Added–
Vanguard High Dividend Yield Index ETF921946406ETF217,501$22.5M5.6%+3,002+1.4%Added–
iShares Core MSCI Eafe ETF46432F842ETF320,204$20.6M5.2%+5,472+1.7%Added–
Global X FDS37954Y657US PFD ETF1,041,773$19.6M4.9%−10,325−1.0%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF124,784$19.4M4.9%+1,316+1.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF423,980$16.6M4.2%−67,878−13.8%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF337,581$16.1M4.0%+12,569+3.9%Added–
iShares Core Dividend Growth ETF46434V621ETF313,735$15.5M3.9%+6,821+2.2%Added–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF316,713$15.2M3.8%+2,291+0.7%Added–
Vanguard Morningstar Value ETF922908744ETF96,460$13.3M3.3%+885+0.9%Added–
Vanguard Health Care ETF92204A504ETF55,575$13.1M3.3%−5,875−9.6%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF89,536$11.7M2.9%+693+0.8%Added–
iShares Core S&P Mid-Cap ETF464287507ETF42,474$10.6M2.7%+1,591+3.9%Added–
Invesco QQQ Trust Series I46090E103ETF28,784$10.3M2.6%−345−1.2%Reduced–
iShares MSCI Eafe ETF464287465ETF142,544$9.82M2.5%+11,711+9.0%Added–
Direxion Shares ETF Trust25459Y207NASDAQ 100 EQ WT114,558$8.57M2.1%+39,265+52.1%Added–
Vanguard Financials ETF92204A405ETF102,579$8.24M2.1%−18,625−15.4%Reduced–
Vanguard Information Technology ETF92204A702ETF19,545$8.11M2.0%+337+1.8%Added–
ProShares Tr74348A467S&P 500 DV ARIST83,519$7.40M1.9%−10,646−11.3%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF31,206$5.90M1.5%+1,470+4.9%Added–
iShares Tr464288687PFD AND INCM SEC169,592$5.11M1.3%−10,839−6.0%Reduced–
iShares S&P 100 ETF464287101ETF21,529$4.32M1.1%−534−2.4%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT27,100$3.84M1.0%+846+3.2%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF56,669$3.79M0.9%+4,126+7.9%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF21,086$3.36M0.8%+666+3.3%Added–
OZBelpointe PREP, LLCUNIT RP LTD LB A36,790$3.15M0.8%00.0%UnchangedHistory
BFSTBusiness First Bancshares, Inc.COM140,846$2.64M0.7%00.0%UnchangedHistory
iShares Tr46434V696CORE MSCI PAC47,318$2.63M0.7%+1,579+3.5%Added–
iShares Semiconductor ETF464287523ETF4,691$2.22M0.6%+186+4.1%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF65,938$2.19M0.5%−1,719−2.5%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF21,675$1.98M0.5%−154−0.7%Reduced–
AAPLApple Inc.Stock11,528$1.97M0.5%+1,424+14.1%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF8,647$1.84M0.5%−82−0.9%Reduced–
iShares Inc464286400MSCI BRAZIL ETF57,610$1.77M0.4%+57,610New–
iShares Inc464286822MSCI MEXICO ETF28,473$1.66M0.4%+28,473New–
State Street Health Care Select Sector SPDR ETF81369Y209ETF10,444$1.34M0.3%−309−2.9%Reduced–
NVDANVIDIA CorpStock2,748$1.20M0.3%−91−3.2%ReducedHistory
MSFTMicrosoft CorpStock3,757$1.19M0.3%+926+32.7%AddedHistory
iShares Tr46435G334MSCI UK ETF NEW34,549$1.09M0.3%+1,659+5.0%Added–
iShares Russell 2000 Growth ETF464287648ETF4,448$997.0K0.2%00.0%Unchanged–
ETF Ser Solutions26922A289DEFIANCE CONNECT31,327$979.1K0.2%+2,054+7.0%Added–
Global X FDS37954Y384CYBRSCURTY ETF38,134$926.3K0.2%+2,445+6.9%Added–
SPYSPDR S&P 500 ETF TrustETF2,121$906.6K0.2%+323+18.0%AddedHistory
PGProcter & Gamble CoStock5,240$764.3K0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock5,307$694.5K0.2%+2,512+89.9%AddedHistory
BRK.BBerkshire Hathaway IncStock1,714$600.4K0.2%+42+2.5%AddedHistory
Invesco Exchange Traded FD T46137V373S&P500 EQL STP19,389$582.5K0.1%−8,046−29.3%ReducedConverted for a 5-for-1 split–
iShares Tr464287390LATN AMER 40 ETF19,623$501.6K0.1%−2,271−10.4%Reduced–
AMZNAmazon Com IncStock3,878$493.0K0.1%+95+2.5%AddedHistory
Vanguard Total World Stock ETF922042742ETF5,009$466.7K0.1%+28+0.6%Added–
AVGOBroadcom Inc.Stock532$441.9K0.1%+532NewHistory
METAMeta Platforms, Inc.Stock1,372$411.9K0.1%+632+85.4%AddedHistory
iShares Select Dividend ETF464287168ETF3,774$406.2K0.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock2,960$390.3K0.1%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,559$359.2K0.1%00.0%Unchanged–
JNJJohnson & JohnsonStock2,261$352.2K0.1%+185+8.9%AddedHistory
iShares S&P 500 Growth ETF464287309ETF4,277$292.6K0.1%00.0%Unchanged–
Schwab U.S. Broad Market ETF808524102ETF5,425$270.4K0.1%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF5,986$261.7K0.1%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF606$260.2K0.1%−5−0.8%Reduced–
iShares Tr464287721U.S. TECH ETF2,408$252.6K0.1%00.0%Unchanged–
COPConocoPhillipsStock1,973$236.4K0.1%+1,973NewHistory
VVisa Inc.Stock1,011$232.5K0.1%+30+3.1%AddedHistory
UNHUnitedHealth Group IncStock435$219.3K0.1%+435NewHistory
XOMExxonMobil Holdings CorpCOM1,758$206.7K0.1%−175−9.1%ReducedHistory
DHTDHT Holdings, Inc.SHS NEW11,712$120.6K<0.1%+427+3.8%AddedHistory
KOSKosmos Energy Ltd.COM12,000$98.2K<0.1%00.0%UnchangedHistory
Forum Energy Technologies IN34984VAC4NOTE 9.000% 8/0–$15.6K<0.1%–––

Sold out since Q2 2023 (2)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Ratio Wealth Group sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
NEENextera Energy IncStock2,869$212.9K0.1%History
iShares Russell 1000 Value ETF464287598ETF1,289$203.4K0.1%–