Comprehensive Wealth Management, LLC Diversified Active

Location: Lynnwood, WA

CIK: 0001535202 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 13, 2024

Total Value: $137M (100.0% shares, 0.0% debt)

Holdings (32)

EMLP FIRST TR EXCHANGE-TRADED FD 30.5%
Value $41.72M Shares 1,369,573 Est. Cost $26.59 Unrealized
SPTI SPDR SER TR 28.8%
Value $39.39M Shares 1,405,805 Est. Cost $28.77 Unrealized
PFXF VANECK ETF TRUST 21.5%
Value $29.37M Shares 1,697,495 Est. Cost $17.30 Unrealized
XLK SELECT SECTOR SPDR TR 3.4%
Value $4.603M Shares 20,345 Est. Cost $151.84 Unrealized
IAGG ISHARES TR 1.6%
Value $2.183M Shares 43,739 Est. Cost $49.61 Unrealized
MSFT MICROSOFT CORP 1.4%
Value $1.978M Shares 4,426 Est. Cost $227.38 Unrealized +83.5%
WTMF WISDOMTREE TR 1.4%
Value $1.889M Shares 52,078 Est. Cost $35.20 Unrealized
HSCZ ISHARES TR 1.3%
Value $1.803M Shares 56,455 Est. Cost $31.80 Unrealized
HDG PROSHARES TR 0.9%
Value $1.197M Shares 24,505 Est. Cost $48.85 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.8%
Value $1.132M Shares 9,934 Est. Cost $81.64 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.8%
Value $1.116M Shares 24,576 Est. Cost $63.69 Unrealized
RTH VANECK ETF TRUST 0.7%
Value $954K Shares 4,635 Est. Cost $183.66 Unrealized
UTES ETFIS SER TR I 0.5%
Value $728K Shares 14,049 Est. Cost $51.84 Unrealized
RING ISHARES INC 0.5%
Value $720K Shares 26,093 Est. Cost $25.59 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value $708K Shares 4,861 Est. Cost $145.75 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.5%
Value $649K Shares 3,292 Est. Cost $197.11 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.4%
Value $613K Shares 10,215 Est. Cost $48.06 Unrealized
SYLD CAMBRIA ETF TR 0.4%
Value $603K Shares 8,835 Est. Cost $62.14 Unrealized
DXJ WISDOMTREE TR 0.4%
Value $581K Shares 5,146 Est. Cost $112.82 Unrealized
IYK ISHARES TR 0.4%
Value $558K Shares 8,481 Est. Cost $105.39 Unrealized
USTB VICTORY PORTFOLIOS II 0.4%
Value $554K Shares 11,121 Est. Cost $49.80 Unrealized
LKOR FLEXSHARES TR 0.4%
Value $530K Shares 12,449 Est. Cost $42.61 Unrealized
INDS PACER FDS TR 0.3%
Value $418K Shares 11,062 Est. Cost $37.82 Unrealized
NFLT ETFIS SER TR I 0.3%
Value $406K Shares 18,212 Est. Cost $22.32 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.3%
Value $399K Shares 6,909 Est. Cost $61.44 Unrealized
ANGL VANECK ETF TRUST 0.3%
Value $395K Shares 13,940 Est. Cost $28.30 Unrealized
GDX VANECK ETF TRUST 0.3%
Value $348K Shares 10,254 Est. Cost $32.31 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value $334K Shares 8,115 Est. Cost $41.11 Unrealized
HTUS CAPITOL SER TR 0.2%
Value $324K Shares 7,834 Est. Cost $41.41 Unrealized
AMZN AMAZON COM INC 0.2%
Value $301K Shares 1,560 Est. Cost $183.70 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value $213K Shares 251 Est. Cost $773.82 Unrealized 0.0%
GABELLI EQUITY TR INC 0.1%
Value $80,855 Shares 15,549 Est. Cost $5.20 Unrealized