Reframe Wealth, LLC Portfolio Holdings

Reframe Wealth, LLC

$260 Billion
Q4 2022

Reframe Wealth, LLC has filed its 13F form on March 30, 2023 for Q4 2022 where it was disclosed a total value porftolio of $260 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $61.5B, Ishares Russell 2000 ETF with a value of $25.1B, Spdr S&P 600 Small Cap Growth with a value of $22.4B, Ishares National Muni Bond ETF with a value of $20.9B, and Ishares S&P Midcap 400 Growth with a value of $20.7B.

Examining the 13F form we can see an increase of $260B in the current position value.

Reframe Wealth, LLC is based out at Fairfax, VA

Below you can find more details about Reframe Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $260 Billion

ETFs: $254 Billion

Technology: $1.71 Billion

Financial Services: $1.45 Billion

Healthcare: $1.37 Billion

Consumer Cyclical: $846 Million

Communication Services: $522 Million

Energy: $364 Million

Industrials: $222 Million

Other: $0

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPYG Spdr Portfolio ETFs	$0	$61.5 Billion 23.62% of portfolio	1,212,962	Q4 2022 New
IWM Ishares Russell 2000 ETF ETFs	$0	$25.1 Billion 9.67% of portfolio	144,222	Q4 2022 New
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$22.4 Billion 8.59% of portfolio	309,403	Q4 2022 New
MUB Ishares National Muni Bond ETF ETFs	$0	$20.9 Billion 8.04% of portfolio	198,130	Q4 2022 New
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$20.7 Billion 7.95% of portfolio	302,999	Q4 2022 New
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$14.5 Billion 5.57% of portfolio	220,624	Q4 2022 New
IWV Ishares Russell 3000 ETF ETFs	$0	$14.4 Billion 5.52% of portfolio	65,125	Q4 2022 New
IWN Ishares Russell2000 Val ETF ETFs	$0	$11.6 Billion 4.46% of portfolio	83,623	Q4 2022 New
VTI Vanguard Total Stock Market Et ETFs	$0	$7.39 Billion 2.84% of portfolio	38,636	Q4 2022 New
VEU Vanguard Ftse All World Ex Us ETFs	$0	$6.32 Billion 2.43% of portfolio	125,961	Q4 2022 New
IWD Ishares Russell 1000 Val ETF ETFs	$0	$5.78 Billion 2.22% of portfolio	38,130	Q4 2022 New
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$5.53 Billion 2.13% of portfolio	97,988	Q4 2022 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$5.51 Billion 2.12% of portfolio	25,702	Q4 2022 New
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$4.58 Billion 1.76% of portfolio	21,337	Q4 2022 New
IEMG Ishares Inc ETFs	$0	$2.92 Billion 1.12% of portfolio	62,589	Q4 2022 New
EEM Ishares Msci Emerging Markets ETFs	$0	$2.56 Billion 0.98% of portfolio	67,466	Q4 2022 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.89 Billion 0.73% of portfolio	4,931	Q4 2022 New
IWP Ishares Russell Mid Cap Growth ETFs	$0	$1.88 Billion 0.72% of portfolio	22,447	Q4 2022 New
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$1.79 Billion 0.69% of portfolio	43,231	Q4 2022 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.64 Billion 0.63% of portfolio	4,283	Q4 2022 New
MSFT Microsoft Corp Technology	$3.21T	$1.48 Billion 0.57% of portfolio	6,163	Q4 2022 New
IEFA Ishares Tr ETFs	$0	$1.44 Billion 0.55% of portfolio	23,306	Q4 2022 New
VTV Vanguard Value ETF ETFs	$0	$981 Million 0.38% of portfolio	6,989	Q4 2022 New
IVE Ishares S&P 500 Value ETF ETFs	$0	$945 Million 0.36% of portfolio	6,513	Q4 2022 New
JNJ Johnson & Johnson Healthcare	$424B	$876 Million 0.34% of portfolio	4,959	Q4 2022 New
HD Home Depot, Inc. Consumer Cyclical	$415B	$846 Million 0.33% of portfolio	2,677	Q4 2022 New
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$866 Million 0.33% of portfolio	17,504	Q4 2022 New
VNQ Vanguard Specialized Funds Van ETFs	$0	$718 Million 0.28% of portfolio	8,707	Q4 2022 New
V Visa Inc. Financial Services	$450B	$722 Million 0.28% of portfolio	3,474	Q4 2022 New
BRO Brown & Brown, Inc. Financial Services	$29.3B	$726 Million 0.28% of portfolio	12,750	Q4 2022 New
IBML Ishares Tr Ibonds Dec 2023 Ter ETFs	$0	$727 Million 0.28% of portfolio	28,681	Q4 2022 New
IBMM Ishares Tr Ibonds Dec 2024 Ter ETFs	$0	$728 Million 0.28% of portfolio	28,286	Q4 2022 New
RWR Spdr Dow Jones Reit ETF ETFs	$0	$717 Million 0.28% of portfolio	8,231	Q4 2022 New
IBMN Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$708 Million 0.27% of portfolio	26,855	Q4 2022 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$672 Million 0.26% of portfolio	5,370	Q4 2022 New
IWS Ishares Russell Midcap Value E ETFs	$0	$595 Million 0.23% of portfolio	5,653	Q4 2022 New
VO Vanguard Mid Cap ETF ETFs	$0	$504 Million 0.19% of portfolio	2,473	Q4 2022 New
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$432 Million 0.17% of portfolio	5,744	Q4 2022 New
BSCO Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$406 Million 0.16% of portfolio	19,809	Q4 2022 New
BSCN Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$416 Million 0.16% of portfolio	19,822	Q4 2022 New
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$366 Million 0.14% of portfolio	4,311	Q4 2022 New
XOM Exxon Mobil Corp Energy	$489B	$364 Million 0.14% of portfolio	3,302	Q4 2022 New
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$370 Million 0.14% of portfolio	9,000	Q4 2022 New
VOT Vanguard Mid Cap Growth Index ETFs	$0	$334 Million 0.13% of portfolio	1,860	Q4 2022 New
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$326 Million 0.13% of portfolio	4,945	Q4 2022 New
DHS Wisdomtree Tr U.S ETFs	$0	$344 Million 0.13% of portfolio	4,000	Q4 2022 New
ACWI Ishares Msci Acwi ETF ETFs	$0	$309 Million 0.12% of portfolio	3,636	Q4 2022 New
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$310 Million 0.12% of portfolio	5,572	Q4 2022 New
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$316 Million 0.12% of portfolio	15,708	Q4 2022 New
LLY Eli Lilly & CO Healthcare	$842B	$276 Million 0.11% of portfolio	754	Q4 2022 New

Summary

Portfolio
No. of Stocks 61
Current Value $260 Billion
Filing
Period Q4 2022
Filing Date March 30, 2023
Form Type 13F-HR
Activity in Q4 2022
New Purchases 61 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Reframe Wealth, LLC Portfolio Holdings