StockDriftsStockDriftsTop 50 Reframe Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR S&P 500 Growth ETF | 23.62% | 1.21M | $61.5M | new | — | 2022-12-31 | |
| IWM | iShares Russell 2001 | 9.67% | 144.2K | $25.1M | new | — | 2022-12-31 | |
| SLYG | SPDR DJ Small Cap Growth | 8.59% | 309.4K | $22.4M | new | — | 2022-12-31 | |
| MUB | iShares S&P National Muni Bond | 8.04% | 198.1K | $20.9M | new | — | 2022-12-31 | |
| IJK | iShares S&P MidCap 400 - Barra Growth | 7.95% | 303.0K | $20.7M | new | — | 2022-12-31 | |
| EFA | iShares MSCI EAFE Index | 5.57% | 220.6K | $14.5M | new | — | 2022-12-31 | |
| IWV | iShares Russell 3000 Index | 5.52% | 65.1K | $14.4M | new | — | 2022-12-31 | |
| IWN | iShares Russell 2000 Value | 4.46% | 83.6K | $11.6M | new | — | 2022-12-31 | |
| VTI | Vanguard Total Stock Mkt | 2.84% | 38.6K | $7.4M | new | — | 2022-12-31 | |
| VEU | Vanguard Intl Eqty Index | 2.43% | 126.0K | $6.3M | new | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Reframe Wealth, Llc reports $260.16M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (23.6%), IWM (9.7%) and SLYG (8.6%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Reframe Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1969815). View Reframe Wealth, Llc’s 13F filings on SEC