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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

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Holdings Found : 12     View All Holdings Currently Viewing:  Increased 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
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 1 - $139.93 $6,542,000 48,440 10.85% 1,182,000 4,773 0.024    Closed - End Fund - E...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 2 - $57.78 $5,678,000 97,778 9.42% 939,000 16,541 0.011    Closed - End Fund - Debt
   (NETZ)1 Year Chart         NETZ Engine No 1 Transform Clima... 3 - $0.00 $5,512,000 80,563 9.14% 1,408,000 8,238 0.895    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 4 - $528.39 $5,157,000 9,860 8.55% 943,000 994 0    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 8 - $0.00 $3,278,000 19,945 5.44% 675,000 2,255 0.001    N/A
   (TTAC)1 Year Chart         TTAC Trimtabs All Cap Us Free Ca... 9 - $0.00 $3,181,000 52,370 5.27% 571,000 6,279 0.582    N/A
   (TTAI)1 Year Chart         TTAI Trimtabs All Cap Internatio... 10 - $0.00 $3,062,000 102,349 5.08% 441,000 12,394 1.137    N/A
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 11 - $65.39 $3,051,000 46,324 5.06% 492,000 5,491 0.03    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 13 - $43.98 $2,531,000 60,241 4.2% 482,000 7,746 0.003    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 15 - $416.07 $1,055,000 2,509 1.75% 222,000 294 0    Application Software
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 16 - $260.49 $936,000 3,602 1.55% 489,000 1,718 0    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 19 - $476.99 $477,000 982 0.79% 249,000 338 0    Internet Service Prov...
      12 Records Found
  1    
Page 1 of 1
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