RW
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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 % |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 1,212,962 | 61,460.8 | 0% | 23.620 | 0% | 0.430 | +26.85% | +10.47% | 38,645.6 | ||
IWM | iShares Russell 2000 ETF | 144,222 | 25,146.5 | 0% | 9.670 | 0% | 0.050 | +19.13% | +1.30% | 64,544.5 | ||
SLYG | SPDR S&P 600 Small Cap Growth ETF | 309,403 | 22,351.3 | 0% | 8.590 | 0% | 0.970 | +16.06% | +0.43% | 3,461.2 | ||
MUB | iShares National Muni Bond ETF | 198,130 | 20,906.7 | 0% | 8.040 | 0% | 0.070 | +1.26% | -1.22% | 37,861.9 | ||
IJK | iShares S&P Mid-Cap 400 Growth ETF | 302,999 | 20,694.8 | 0% | 7.950 | 0% | 0.290 | +17.17% | +2.21% | 8,945.6 | ||
EFA | iShares MSCI EAFE ETF | 220,624 | 14,481.8 | 0% | 5.570 | 0% | 0.030 | +10.25% | +20.04% | 64,342.8 | ||
IWV | iShares Russell 3000 ETF | 65,125 | 14,371.8 | 0% | 5.520 | 0% | 0.140 | +19.62% | +7.42% | 16,109.6 | ||
IWN | iShares Russell 2000 Value ETF | 83,623 | 11,596.0 | 0% | 4.460 | 0% | 0.100 | +17.64% | +1.55% | 11,042.1 | ||
VTI | Vanguard Total Stock Market ETF | 38,636 | 7,386.8 | 0% | 2.840 | 0% | 0.000 | +19.71% | +7.37% | 473,446.7 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 125,961 | 6,315.7 | 0% | 2.430 | 0% | 0.020 | +12.42% | +19.25% | 44,540.0 |
REFRAME WEALTH, LLC's Historical Top Holdings Breakdowns
REFRAME WEALTH, LLC Total Holding History ($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 % |
|---|
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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