0001769062-25-000002.txt : 20250206 0001769062-25-000002.hdr.sgml : 20250206 20250206121607 ACCESSION NUMBER: 0001769062-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250206 DATE AS OF CHANGE: 20250206 EFFECTIVENESS DATE: 20250206 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: 25596418 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 12-31-2024 12-31-2024 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 St. Louis MO 02-06-2025 0 26 88596920 false INFORMATION TABLE 2 swq4202413f.xml ISHARES TR U.S. TECH ETF 464287721 8671667 54361 SH SOLE 0 0 54361 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 7694480 132253 SH SOLE 0 0 132253 SPDR S&P 500 ETF TR TR UNIT 78462F103 6824902 11645 SH SOLE 0 0 11645 TCW ETF TRUST TRANSFORM SYSTEM 29287L205 6605684 91025 SH SOLE 0 0 91025 TESLA INC COM 88160R101 5791873 14342 SH SOLE 0 0 14342 AMAZON COM INC COM 023135106 5647976 25744 SH SOLE 0 0 25744 APPLE INC COM 037833100 4970629 19849 SH SOLE 0 0 19849 ALPHABET INC CAP STK CL A 02079K305 4618314 24397 SH SOLE 0 0 24397 TRIMTABS ETF TR ABACUS FCF LEADE 89628W302 4288146 64516 SH SOLE 0 0 64516 ISHARES TR MSCI USA QLT FCT 46432F339 4248811 23859 SH SOLE 0 0 23859 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 4226810 60383 SH SOLE 0 0 60383 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4124389 23537 SH SOLE 0 0 23537 TRIMTABS ETF TR ABACUS FCF INTER 89628W401 3992144 139250 SH SOLE 0 0 139250 ISHARES TR MSCI EAFE ETF 464287465 3978674 52621 SH SOLE 0 0 52621 ISHARES GOLD TR ISHARES NEW 464285204 3424904 69176 SH SOLE 0 0 69176 SELECT SECTOR SPDR TR ENERGY 81369Y506 3072453 35868 SH SOLE 0 0 35868 NVIDIA CORPORATION COM 67066G104 1791551 13341 SH SOLE 0 0 13341 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1359209 4690 SH SOLE 0 0 4690 MICROSOFT CORP COM 594918104 932044 2211 SH SOLE 0 0 2211 META PLATFORMS INC CL A 30303M102 575669 983 SH SOLE 0 0 983 NETFLIX INC COM 64110L106 451008 506 SH SOLE 0 0 506 CROWDSTRIKE HLDGS INC CL A 22788C105 325052 950 SH SOLE 0 0 950 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 287784 4002 SH SOLE 0 0 4002 VANGUARD INDEX FDS SMALL CP ETF 922908751 246527 1026 SH SOLE 0 0 1026 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 239291 5004 SH SOLE 0 0 5004 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 206929 2678 SH SOLE 0 0 2678