0001769062-24-000006.txt : 20241030 0001769062-24-000006.hdr.sgml : 20241030 20241029183136 ACCESSION NUMBER: 0001769062-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241030 DATE AS OF CHANGE: 20241029 EFFECTIVENESS DATE: 20241030 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: 241406992 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 09-30-2024 09-30-2024 Signify Wealth

7750 CLAYTON ROAD SUITE 100 SAINT LOUIS MO 63117

13F HOLDINGS REPORT 028-20511 000160094 801-116909 N Stephen Rhodes (314) 222-0295 Stephen Rhodes Saint Louis MO 10-29-2024 0 30 81615832 false INFORMATION TABLE 2 sw13fq32024.xml ISHARES TR U.S. TECH ETF 464287721 7807065 51491 SH SOLE 0 0 51491 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 7264359 123083 SH SOLE 0 0 123083 TCW ETF TRUST TRANSFORM SYSTEM 29287L205 6371062 86178 SH SOLE 0 0 86178 SPDR S&P 500 ETF TR TR UNIT 78462F103 6252836 10898 SH SOLE 0 0 10898 AMAZON COM INC COM 023135106 4810854 25819 SH SOLE 0 0 25819 APPLE INC COM 037833100 4654106 19975 SH SOLE 0 0 19975 ALPHABET INC CAP STK CL A 02079K305 4059106 24475 SH SOLE 0 0 24475 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 3999163 55753 SH SOLE 0 0 55753 TRIMTABS ETF TR FCF US QLTY ETF 89628W302 3986558 61159 SH SOLE 0 0 61159 ISHARES TR MSCI USA QLT FCT 46432F339 3975978 22175 SH SOLE 0 0 22175 ISHARES TR MSCI EAFE ETF 464287465 3917898 46848 SH SOLE 0 0 46848 TRIMTABS ETF TR FCF INTL QLTY ET 89628W401 3909400 124992 SH SOLE 0 0 124992 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3858569 21537 SH SOLE 0 0 21537 TESLA INC COM 88160R101 3696047 14127 SH SOLE 0 0 14127 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3219325 39853 SH SOLE 0 0 39853 ISHARES GOLD TR ISHARES NEW 464285204 3214596 64680 SH SOLE 0 0 64680 NVIDIA CORPORATION COM 67066G104 1683607 13864 SH SOLE 0 0 13864 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1220136 4309 SH SOLE 0 0 4309 MICROSOFT CORP COM 594918104 950823 2210 SH SOLE 0 0 2210 META PLATFORMS INC CL A 30303M102 562530 983 SH SOLE 0 0 983 NETFLIX INC COM 64110L106 358891 506 SH SOLE 0 0 506 CROWDSTRIKE HLDGS INC CL A 22788C105 266447 950 SH SOLE 0 0 950 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 238549 3176 SH SOLE 0 0 3176 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 237328 4494 SH SOLE 0 0 4494 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 225919 2871 SH SOLE 0 0 2871 MERCADOLIBRE INC COM 58733R102 223664 109 SH SOLE 0 0 109 VANGUARD INDEX FDS SMALL CP ETF 922908751 222503 938 SH SOLE 0 0 938 HEICO CORP NEW COM 422806109 204216 781 SH SOLE 0 0 781 SPDR SER TR BLOOMBERG SHT TE 78468R408 203322 7896 SH SOLE 0 0 7896 RICHTECH ROBOTICS INC CL B 765504105 20975 25000 SH SOLE 0 0 25000