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REFRAME WEALTH, LLC

13F
REFRAME WEALTH, LLC
Last update 2023-03-30 61 Stocks (0 new)
Value $260.00 Mil Turnover 0 %
Countries:
Portfolio Report
REFRAME WEALTH, LLC Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG
SPDR Portfolio S&P 500 Growth ETF
1,212,962
61460.770
0%
23.620
0%
0.430
+15.74%
+34.63%
32439.453
 
IWM
iShares Russell 2000 ETF
144,222
25146.510
0%
9.670
0%
0.050
+15.09%
+18.64%
74137.796
 
SLYG
SPDR S&P 600 Small Cap Growth ETF
309,403
22351.300
0%
8.590
0%
0.970
+11.92%
+17.55%
3848.839
 
MUB
iShares National Muni Bond ETF
198,130
20906.680
0%
8.040
0%
0.070
-0.03%
-0.89%
39801.006
 
IJK
iShares S&P Mid-Cap 400 Growth ETF
302,999
20694.830
0%
7.950
0%
0.290
+11.26%
+22.09%
9850.803
 
EFA
iShares MSCI EAFE ETF
220,624
14481.760
0%
5.570
0%
0.030
+2.70%
+5.06%
55189.529
 
IWV
iShares Russell 3000 ETF
65,125
14371.840
0%
5.520
0%
0.140
+13.36%
+25.13%
15721.648
 
IWN
iShares Russell 2000 Value ETF
83,623
11596.050
0%
4.460
0%
0.100
+12.75%
+14.47%
13388.520
 
VTI
Vanguard Total Stock Market ETF
38,636
7386.820
0%
2.840
0%
0.000
+13.34%
+25.08%
440602.207
 
VEU
Vanguard FTSE All-World ex-US ETF
125,961
6315.690
0%
2.430
0%
0.020
+4.00%
+7.45%
39158.426
 

REFRAME WEALTH, LLC's Historical Top Holdings Breakdowns

REFRAME WEALTH, LLC Total Holding History ($B)

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REFRAME WEALTH, LLC's Asset Allocation

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REFRAME WEALTH, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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REFRAME WEALTH, LLC's Hypothetical Growth since 2022-12-31

REFRAME WEALTH, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

REFRAME WEALTH, LLC's Holdings Heat Map

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REFRAME WEALTH, LLC's Holdings Bubble Chart

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