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REFRAME WEALTH, LLC13F | |
REFRAME WEALTH, LLC | |
Last update 2023-03-30 | 61 Stocks (0 new) |
Value $260.00 Mil | Turnover 0 % |
Portfolio Report |
REFRAME WEALTH, LLC Top Holdings of 2022-12-31
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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)
REFRAME WEALTH, LLC's Asset Allocation
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 % |
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REFRAME WEALTH, LLC's Holdings Heat Map
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REFRAME WEALTH, LLC's Holdings Bubble Chart
REFRAME WEALTH, LLC News
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