0001769062-24-000002.txt : 20240425 0001769062-24-000002.hdr.sgml : 20240425 20240424174918 ACCESSION NUMBER: 0001769062-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Signify Wealth CENTRAL INDEX KEY: 0001769062 ORGANIZATION NAME: IRS NUMBER: 454030253 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20511 FILM NUMBER: 24872138 BUSINESS ADDRESS: STREET 1: 7750 CLAYTON ROAD STREET 2: SUITE 100 CITY: SAINT LOUIS STATE: MO ZIP: 63117 BUSINESS PHONE: 3142220295 MAIL ADDRESS: STREET 1: 7750 CLAYTON ROAD STREET 2: SUITE 100 CITY: SAINT LOUIS STATE: MO ZIP: 63117 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001769062 XXXXXXXX 03-31-2024 03-31-2024 false Signify Wealth

7750 Clayton Road Suite 100 Saint Louis MO 63117

13F HOLDINGS REPORT 028-20511 000160094 801-116909 N Stephen Paul Michael Rhodes 314-222-0296 /s/ Stephen Paul Michael Rhodes St. Louis MO 04-24-2024 0 22 60305311 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 4116918 27277 SH SOLE 27277 0 0 AMAZON COM INC COM 023135106 4857814 26931 SH SOLE 26931 0 0 APPLE INC COM 037833100 3970297 23153 SH SOLE 23153 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 3051362 46324 SH SOLE 46324 0 0 ISHARES GOLD TR ISHARES NEW 464285204 2530724 60241 SH SOLE 60241 0 0 ISHARES TR U.S. TECH ETF 464287721 6542306 48440 SH SOLE 48440 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 3277961 19945 SH SOLE 19945 0 0 META PLATFORMS INC CL A 30303M102 476639 982 SH SOLE 982 0 0 MICROSOFT CORP COM 594918104 1055450 2509 SH SOLE 2509 0 0 NETFLIX INC COM 64110L106 246576 406 SH SOLE 406 0 0 NVIDIA CORPORATION COM 67066G104 2188519 2422 SH SOLE 2422 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5157470 9860 SH SOLE 9860 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 498019 19747 SH SOLE 19747 0 0 TCW TRANSFORM ETF TRUST TRANSFORM SYSTEM 29287L205 5512120 80563 SH SOLE 80563 0 0 TESLA INC COM 88160R101 2757969 15689 SH SOLE 15689 0 0 TRIMTABS ETF TR FCF INTL QLTY ET 89628W401 3062262 102349 SH SOLE 102349 0 0 TRIMTABS ETF TR FCF US QLTY ETF 89628W302 3180954 52370 SH SOLE 52370 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 508399 6631 SH SOLE 6631 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 458583 6082 SH SOLE 6082 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 240841 3316 SH SOLE 3316 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 936160 3602 SH SOLE 3602 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5677968 97778 SH SOLE 97778 0 0