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Company Main View
  Name: Signify Wealth
  City: Saint Louis
  State: MO
  Zip: 63117
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $60,305,000
  Total Value Change : $-6,003,000
  Securities Held Change : -12
   
All Securities Held : 22
  New Positions : 2
  Closed Positions : 14
  Increased Positions : 12
  Unchanged Positions : 0
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (XLF)1 Year Chart         XLF SPDR Financial Sector 29 Closed $41.04 $0 0 0% -368,000 -9,798 0    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 35 Closed $122.03 $0 0 0% -419,000 -3,675 0    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 28 Closed $48.39 $0 0 0% -397,000 -8,048 0    N/A
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 34 Closed $37.31 $0 0 0% -549,000 -13,705 0    N/A
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 27 Closed $76.86 $0 0 0% -304,000 -3,932 0    Closed - End Fund - E...
   (THLV)1 Year Chart         THLV Thor Low Volatility Etf 33 Closed $0.00 $0 0 0% -648,000 -25,477 0    N/A
   (XLU)1 Year Chart         XLU SPDR Utilities Select 26 Closed $71.46 $0 0 0% -473,000 -7,473 0    Closed - End Fund - E...
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 32 Closed $69.38 $0 0 0% -344,000 -4,614 0    Closed - End Fund - Debt
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 25 Closed $0.00 $0 0 0% -336,000 -3,682 0    Closed - End Fund - E...
   (VWOB)1 Year Chart         VWOB Vanguard Emerging Markets G... 31 Closed $63.07 $0 0 0% -225,000 -3,534 0    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 24 Closed $48.19 $0 0 0% -216,000 -4,542 0    N/A
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 30 Closed $174.99 $0 0 0% -361,000 -2,018 0    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 36 Closed $209.83 $0 0 0% -419,000 -2,176 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 23 Closed $89.84 $0 0 0% -5,096,000 -51,538 0    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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