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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:
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
61,460.8
0%
23.620
0%
0.430
+26.29%
+10.14%
38,399.6
 
IWM
iShares Russell 2000 ETF
144,222
25,146.5
0%
9.670
0%
0.050
+19.82%
+0.53%
66,161.5
 
SLYG
SPDR S&P 600 Small Cap Growth ETF
309,403
22,351.3
0%
8.590
0%
0.970
+16.95%
+0.14%
3,446.6
 
MUB
iShares National Muni Bond ETF
198,130
20,906.7
0%
8.040
0%
0.070
+0.57%
-1.39%
38,364.6
 
IJK
iShares S&P Mid-Cap 400 Growth ETF
302,999
20,694.8
0%
7.950
0%
0.290
+16.71%
+1.16%
8,867.7
 
EFA
iShares MSCI EAFE ETF
220,624
14,481.8
0%
5.570
0%
0.030
+12.07%
+18.91%
63,740.3
 
IWV
iShares Russell 3000 ETF
65,125
14,371.8
0%
5.520
0%
0.140
+19.29%
+6.74%
16,007.5
 
IWN
iShares Russell 2000 Value ETF
83,623
11,596.0
0%
4.460
0%
0.100
+17.66%
-0.24%
10,905.3
 
VTI
Vanguard Total Stock Market ETF
38,636
7,386.8
0%
2.840
0%
0.000
+19.36%
+6.72%
473,793.3
 
VEU
Vanguard FTSE All-World ex-US ETF
125,961
6,315.7
0%
2.430
0%
0.020
+14.14%
+18.06%
44,155.6
 

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

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