INNEALTA CAPITAL, LLC Diversified Active

CIK: 0001752579 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 29, 2024

Total Value ($000): $246,394 (100.0% shares, 0.0% debt)

Holdings (155)

JCPB JPMORGAN CORE PLUS BOND ETF 8.1%
Value ($000) $19,855 Shares 411,587 Est. Cost $46.60 Unrealized
JBND JPMORGAN ACTIVE BOND ETF 7.7%
Value ($000) $18,946 Shares 346,675 Est. Cost $54.65 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 5.1%
Value ($000) $12,649 Shares 279,107 Est. Cost $33.06 Unrealized
XLC COMM SERV SELECT SECTOR SPDR 4.6%
Value ($000) $11,396 Shares 126,060 Est. Cost $70.08 Unrealized
FLJP FRANKLIN FTSE JAPAN ETF 4.1%
Value ($000) $10,104 Shares 332,141 Est. Cost $29.21 Unrealized
XLV HEALTH CARE SELECT SECTOR 3.7%
Value ($000) $9,170 Shares 59,536 Est. Cost $123.86 Unrealized
XLI INDUSTRIAL SELECT SECT SPDR 2.8%
Value ($000) $6,959 Shares 51,378 Est. Cost $97.82 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 2.6%
Value ($000) $6,516 Shares 32,455 Est. Cost $179.97 Unrealized
XLRE REAL ESTATE SELECT SECT SPDR 2.6%
Value ($000) $6,342 Shares 141,984 Est. Cost $43.56 Unrealized
LQD ISHARES IBOXX INVESTMENT GRA 2.6%
Value ($000) $6,314 Shares 55,888 Est. Cost $112.97 Unrealized
FLGB FRANKLIN FTSE UNITED KINGDOM 2.4%
Value ($000) $5,904 Shares 206,787 Est. Cost $22.79 Unrealized
XLP CONSUMER STAPLES SPDR 2.3%
Value ($000) $5,641 Shares 67,961 Est. Cost $72.81 Unrealized
CSTNL ISHARES CORE S&P 500 2.1%
Value ($000) $5,145 Shares 8,474 Est. Cost $580.42 Unrealized
FLIN FRANKLIN FTSE INDIA ETF 2.0%
Value ($000) $4,956 Shares 118,270 Est. Cost $34.33 Unrealized
FLCA FRANKLIN FTSE CANADA ETF 1.7%
Value ($000) $4,144 Shares 110,089 Est. Cost $30.05 Unrealized
SPTL SPDR PORT LNG TRM TRSRY 1.6%
Value ($000) $4,043 Shares 139,065 Est. Cost $29.04 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 1.5%
Value ($000) $3,810 Shares 47,170 Est. Cost $73.13 Unrealized
BND VANGUARD TOTAL BOND MARKET 1.5%
Value ($000) $3,774 Shares 50,250 Est. Cost $73.94 Unrealized
EWQ ISHARES MSCI FRANCE ETF 1.5%
Value ($000) $3,773 Shares 93,398 Est. Cost $33.85 Unrealized
FLSW FRANKLIN FTSE SWITZERLAND 1.4%
Value ($000) $3,475 Shares 96,410 Est. Cost $30.18 Unrealized
XLY CONSUMER DISCRETIONARY SELT 1.4%
Value ($000) $3,420 Shares 17,067 Est. Cost $145.52 Unrealized
FLTW FRANKLIN FTSE TAIWAN ETF 1.3%
Value ($000) $3,283 Shares 68,079 Est. Cost $41.69 Unrealized
FLGR FRANKLIN FTSE GERMANY ETF 1.3%
Value ($000) $3,214 Shares 120,789 Est. Cost $25.52 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 1.2%
Value ($000) $3,013 Shares 59,213 Est. Cost $50.88 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 1.2%
Value ($000) $2,967 Shares 93,369 Est. Cost $27.96 Unrealized
ISAPF ISHARES CORE EM IMI ACC 1.1%
Value ($000) $2,755 Shares 74,671 Est. Cost $34.15 Unrealized
EDEN ISHARES MSCI DENMARK ETF 1.0%
Value ($000) $2,549 Shares 20,071 Est. Cost $122.62 Unrealized
FLCH FRANKLIN FTSE CHINA ETF 1.0%
Value ($000) $2,473 Shares 122,989 Est. Cost $22.06 Unrealized
EWT ISHARES MSCI TAIWAN ETF 1.0%
Value ($000) $2,422 Shares 44,968 Est. Cost $46.66 Unrealized
EWN ISHARES MSCI NETHERLANDS ETF 1.0%
Value ($000) $2,422 Shares 47,617 Est. Cost $42.10 Unrealized
EWU ISHARES MSCI UNITED KINGDOM 1.0%
Value ($000) $2,358 Shares 63,027 Est. Cost $32.57 Unrealized
VNGLF VANG FTSE EUR EURA 0.9%
Value ($000) $2,271 Shares 44,238 Est. Cost $48.08 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.9%
Value ($000) $2,242 Shares 25,532 Est. Cost $72.27 Unrealized
ISHVF ISHARES US AGG BND USD ACC 0.9%
Value ($000) $2,123 Shares 384,021 Est. Cost $5.27 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.8%
Value ($000) $2,005 Shares 46,182 Est. Cost $39.64 Unrealized
FLAU FRANKLIN FTSE AUSTRALIA ETF 0.7%
Value ($000) $1,773 Shares 55,200 Est. Cost $29.17 Unrealized
ISGAF ISHARES CORE GLB AGG USD-H A 0.6%
Value ($000) $1,562 Shares 278,935 Est. Cost $5.37 Unrealized
EWP ISHARES MSCI SPAIN ETF 0.6%
Value ($000) $1,540 Shares 43,631 Est. Cost $30.73 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.6%
Value ($000) $1,496 Shares 5,284 Est. Cost $184.68 Unrealized
EWI ISHARES MSCI ITALY ETF 0.6%
Value ($000) $1,443 Shares 37,035 Est. Cost $33.84 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.6%
Value ($000) $1,436 Shares 52,982 Est. Cost $23.45 Unrealized
FLKR FRANKLIN FTSE SOUTH KOREA 0.6%
Value ($000) $1,380 Shares 65,088 Est. Cost $31.84 Unrealized
ISCMF ISH DIVERS COMMOD SWAP ETF 0.5%
Value ($000) $1,353 Shares 195,252 Est. Cost $6.90 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.5%
Value ($000) $1,258 Shares 13,052 Est. Cost $72.87 Unrealized
VWO VANGUARD FTSE EMERGING MARKE 0.5%
Value ($000) $1,232 Shares 25,751 Est. Cost $42.57 Unrealized
ISJPF ISHARES JPM USD EM BND USD A 0.5%
Value ($000) $1,232 Shares 210,659 Est. Cost $5.50 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value ($000) $1,191 Shares 15,256 Est. Cost $67.68 Unrealized
EZA ISHARES MSCI SOUTH AFRICA ET 0.5%
Value ($000) $1,174 Shares 23,285 Est. Cost $50.40 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERS 0.4%
Value ($000) $1,022 Shares 76,122 Est. Cost $15.73 Unrealized
BBCA JPMORGAN BETABUILDERS CANADA 0.4%
Value ($000) $1,005 Shares 13,896 Est. Cost $62.66 Unrealized
IAGG ISHARES INTL AGGREGATE BOND 0.4%
Value ($000) $935 Shares 18,044 Est. Cost $49.85 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.4%
Value ($000) $930 Shares 41,991 Est. Cost $22.15 Unrealized
IHREF ISHARES CORE MSCI JAPAN 0.4%
Value ($000) $914 Shares 15,924 Est. Cost $54.19 Unrealized
ISVUF ISHARES EDGE MSCI USA VALUE 0.4%
Value ($000) $874 Shares 87,018 Est. Cost $9.49 Unrealized
VEA VANGUARD FTSE DEVELOPED ETF 0.3%
Value ($000) $798 Shares 15,106 Est. Cost $47.90 Unrealized
FLBR FRANKLIN FTSE BRAZIL ETF 0.3%
Value ($000) $784 Shares 43,130 Est. Cost $20.74 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.3%
Value ($000) $783 Shares 15,032 Est. Cost $51.98 Unrealized
SPYV SPDR PORT S&P 500 VALUE 0.3%
Value ($000) $782 Shares 14,802 Est. Cost $40.91 Unrealized
INDA ISHARES MSCI INDIA ETF 0.3%
Value ($000) $773 Shares 13,203 Est. Cost $50.11 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $757 Shares 1,320 Est. Cost $457.44 Unrealized
ISHUF ISHARES US TREAS 0-1YR USD A 0.3%
Value ($000) $742 Shares 6,585 Est. Cost $111.02 Unrealized
EMB ISHARES JP MORGAN USD EMERGI 0.3%
Value ($000) $739 Shares 7,895 Est. Cost $88.74 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.3%
Value ($000) $718 Shares 11,223 Est. Cost $58.54 Unrealized
ISHYF ISHARES USD HY CORP USD ACC 0.3%
Value ($000) $716 Shares 105,704 Est. Cost $6.42 Unrealized
DB DEUTSCHE BANK AG-REGISTERED 0.3%
Value ($000) $663 Shares 38,284 Est. Cost $15.67 Unrealized -0.3%
ZPRVF SPDR USA S/C VALUE 0.2%
Value ($000) $600 Shares 8,718 Est. Cost $61.74 Unrealized
ISVQF ISHARES USD SHORT DUR USD A 0.2%
Value ($000) $522 Shares 87,585 Est. Cost $5.77 Unrealized
ISVAF ISHARES NASDAQ 100 USD ACC 0.2%
Value ($000) $511 Shares 447 Est. Cost $1134.52 Unrealized
US TREASURY N/B 0.2%
Value ($000) $505 Shares 510,000 Est. Cost $0.98 Unrealized
KBE SPDR S&P BANK ETF 0.2%
Value ($000) $480 Shares 9,075 Est. Cost $36.00 Unrealized
IGSB ISHARES 1-5Y INV GRADE CORP 0.2%
Value ($000) $470 Shares 8,917 Est. Cost $51.24 Unrealized
AVUV AVANTIS US SMALL CAP VALUE 0.2%
Value ($000) $464 Shares 4,840 Est. Cost $89.72 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.2%
Value ($000) $421 Shares 12,442 Est. Cost $27.57 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.2%
Value ($000) $420 Shares 6,738 Est. Cost $98.09 Unrealized
ISMJF ISHARES CORE MSCI PACIF X-JP 0.2%
Value ($000) $415 Shares 2,094 Est. Cost $175.19 Unrealized
STRIPS S 0 08/15/34 0.2%
Value ($000) $404 Shares 597,000 Est. Cost $0.64 Unrealized
IVSRF ISH USD FLOAT BOND USD ACC 0.2%
Value ($000) $398 Shares 65,821 Est. Cost $5.95 Unrealized
TREASURY BILL 0.2%
Value ($000) $390 Shares 393,000 Est. Cost $0.99 Unrealized
SSEUF SPDR RUSSELL 2000 US S/C 0.2%
Value ($000) $385 Shares 6,050 Est. Cost $58.79 Unrealized
JXN JACKSON FINANCIAL INC-A 0.2%
Value ($000) $383 Shares 4,194 Est. Cost $79.44 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $374 Shares 648 Est. Cost $375.62 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.1%
Value ($000) $348 Shares 6,817 Est. Cost $51.09 Unrealized
MTH MERITAGE HOMES CORP 0.1%
Value ($000) $342 Shares 1,666 Est. Cost $71.45 Unrealized +32.1%
ISJMF ISHARES JPM USD EM CRP USD A 0.1%
Value ($000) $338 Shares 54,060 Est. Cost $5.97 Unrealized
ISCXF ISHARES USD CORP BOND USD A 0.1%
Value ($000) $330 Shares 54,130 Est. Cost $5.73 Unrealized
GNW GENWORTH FINANCIAL INC-CL A 0.1%
Value ($000) $327 Shares 47,727 Est. Cost $5.09 Unrealized +29.3%
LAD LITHIA MOTORS INC 0.1%
Value ($000) $325 Shares 1,024 Est. Cost $261.76 Unrealized +6.5%
TREASURY BILL 0.1%
Value ($000) $315 Shares 316,000 Est. Cost $1.00 Unrealized
KBH KB HOME 0.1%
Value ($000) $307 Shares 3,588 Est. Cost $62.47 Unrealized +25.5%
IEI ISHARES 3-7 YEAR TREASURY BO 0.1%
Value ($000) $304 Shares 2,539 Est. Cost $115.16 Unrealized
PARAMOUNT GLOBAL-CLASS B 0.1%
Value ($000) $300 Shares 28,290 Est. Cost $10.57 Unrealized
KSA ISHRS MSCI SAUDI ARABIA ETF 0.1%
Value ($000) $295 Shares 6,912 Est. Cost $42.33 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $294 Shares 19,981 Est. Cost $15.08 Unrealized -7.6%
ISZXF ISHARES USD TREASURY 3-7YR 0.1%
Value ($000) $292 Shares 2,133 Est. Cost $131.26 Unrealized
AD US CELLULAR CORP 0.1%
Value ($000) $291 Shares 5,329 Est. Cost $26.64 Unrealized +19.0%
ISVIF ISHARES USD TRES BOND 7-10Y 0.1%
Value ($000) $290 Shares 1,942 Est. Cost $142.08 Unrealized
AL AIR LEASE CORP 0.1%
Value ($000) $290 Shares 6,397 Est. Cost $43.26 Unrealized +3.0%
MOS MOSAIC CO/THE 0.1%
Value ($000) $279 Shares 10,407 Est. Cost $26.44 Unrealized -0.5%
TMHC TAYLOR MORRISON HOME CORP 0.1%
Value ($000) $273 Shares 3,886 Est. Cost $48.82 Unrealized +31.2%
BWA BORGWARNER INC 0.1%
Value ($000) $271 Shares 7,461 Est. Cost $31.85 Unrealized +1.4%
WCC WESCO INTERNATIONAL INC 0.1%
Value ($000) $270 Shares 1,606 Est. Cost $164.56 Unrealized -2.7%
ADT ADT INC 0.1%
Value ($000) $263 Shares 36,380 Est. Cost $6.69 Unrealized +5.3%
TDS TELEPHONE AND DATA SYSTEMS 0.1%
Value ($000) $263 Shares 11,313 Est. Cost $18.35 Unrealized +18.7%
MDU MDU RESOURCES GROUP INC 0.1%
Value ($000) $255 Shares 9,291 Est. Cost $13.17 Unrealized +3.6%
JBLU JETBLUE AIRWAYS CORP 0.1%
Value ($000) $254 Shares 38,698 Est. Cost $6.08 Unrealized -7.3%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $251 Shares 3,486 Est. Cost $59.50 Unrealized +12.0%
NOV NOV INC 0.1%
Value ($000) $247 Shares 15,448 Est. Cost $18.41 Unrealized -3.6%
GPI GROUP 1 AUTOMOTIVE INC 0.1%
Value ($000) $242 Shares 633 Est. Cost $301.32 Unrealized +14.1%
MHO M/I HOMES INC 0.1%
Value ($000) $239 Shares 1,395 Est. Cost $122.23 Unrealized +24.1%
BBJP JPMORGAN BETABUILDERS JAPAN 0.1%
Value ($000) $238 Shares 4,019 Est. Cost $58.55 Unrealized
M MACY'S INC 0.1%
Value ($000) $236 Shares 15,058 Est. Cost $19.10 Unrealized -15.0%
CZR CAESARS ENTERTAINMENT INC 0.1%
Value ($000) $232 Shares 5,551 Est. Cost $37.50 Unrealized -0.0%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $229 Shares 4,923 Est. Cost $44.53 Unrealized +3.1%
R RYDER SYSTEM INC 0.1%
Value ($000) $228 Shares 1,567 Est. Cost $120.74 Unrealized +12.2%
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $228 Shares 1,714 Est. Cost $120.54 Unrealized +5.2%
TPH TRI POINTE HOMES INC 0.1%
Value ($000) $222 Shares 4,905 Est. Cost $38.68 Unrealized +10.6%
BFH BREAD FINANCIAL HOLDINGS INC 0.1%
Value ($000) $222 Shares 4,665 Est. Cost $38.26 Unrealized +30.4%
DFAC DIMENSIONAL US CORE EQUITY 2 0.1%
Value ($000) $221 Shares 6,452 Est. Cost $32.24 Unrealized
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $220 Shares 3,997 Est. Cost $53.82 Unrealized -1.5%
CIVI CIVITAS RESOURCES INC 0.1%
Value ($000) $219 Shares 4,323 Est. Cost $59.94 Unrealized -6.3%
BHF BRIGHTHOUSE FINANCIAL INC 0.1%
Value ($000) $217 Shares 4,809 Est. Cost $49.66 Unrealized -9.5%
MUR MURPHY OIL CORP 0.1%
Value ($000) $216 Shares 6,399 Est. Cost $39.75 Unrealized -11.9%
POST POST HOLDINGS INC 0.1%
Value ($000) $215 Shares 1,859 Est. Cost $104.97 Unrealized +6.8%
OSK OSHKOSH CORP 0.1%
Value ($000) $215 Shares 2,146 Est. Cost $98.02 Unrealized +3.4%
CIEN CIENA CORP 0.1%
Value ($000) $210 Shares 3,408 Est. Cost $52.75 Unrealized -0.1%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.1%
Value ($000) $205 Shares 18,674 Est. Cost $15.62 Unrealized -19.5%
RDN RADIAN GROUP INC 0.1%
Value ($000) $205 Shares 5,896 Est. Cost $26.82 Unrealized +23.8%
SUMMIT MATERIALS INC -CL A 0.1%
Value ($000) $202 Shares 5,185 Est. Cost $39.03 Unrealized
DUN & BRADSTREET HOLDINGS IN 0.1%
Value ($000) $202 Shares 17,577 Est. Cost $10.57 Unrealized
Strips S 0 08/15/29 0.1%
Value ($000) $200 Shares 239,000 Est. Cost $0.80 Unrealized
BLKXF ISHARES MSCI USA ESG SCREEND 0.1%
Value ($000) $172 Shares 14,801 Est. Cost $11.11 Unrealized
ISTXF ISHARES USD TRSRY 1-3Y USD A 0.1%
Value ($000) $166 Shares 29,532 Est. Cost $5.47 Unrealized
US TREASURY N/B 0.1%
Value ($000) $165 Shares 167,000 Est. Cost $0.98 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $154 Shares 17,242 Est. Cost $8.96 Unrealized
TREASURY BILL B 0 10/03/24 0.1%
Value ($000) $153 Shares 153,000 Est. Cost $0.99 Unrealized
FNB FNB CORP 0.1%
Value ($000) $144 Shares 10,194 Est. Cost $12.65 Unrealized +8.0%
GT GOODYEAR TIRE & RUBBER CO 0.1%
Value ($000) $132 Shares 14,920 Est. Cost $13.27 Unrealized -28.8%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $126 Shares 16,394 Est. Cost $6.79 Unrealized -1.6%
ALIT ALIGHT INC - CLASS A 0.0%
Value ($000) $105 Shares 14,159 Est. Cost $6.86 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $101 Shares 10,992 Est. Cost $12.20 Unrealized -32.1%
TREASURY BILL 0.0%
Value ($000) $100 Shares 102,000 Est. Cost $0.98 Unrealized
ANYWHERE REAL ESTATE INC 0.0%
Value ($000) $83 Shares 16,257 Est. Cost $6.18 Unrealized
AGAE ALLIED GAMING & ENTERTAINMEN 0.0%
Value ($000) $81 Shares 58,791 Est. Cost $1.15 Unrealized +16.5%
ADV ADVANTAGE SOLUTIONS INC 0.0%
Value ($000) $74 Shares 21,660 Est. Cost $3.93 Unrealized -6.3%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $61 Shares 11,209 Est. Cost $5.21 Unrealized -12.1%
GTN GRAY TELEVISION INC 0.0%
Value ($000) $61 Shares 11,366 Est. Cost $7.64 Unrealized -32.6%
CONSOLIDATED COMMUNICATIONS 0.0%
Value ($000) $55 Shares 11,894 Est. Cost $4.32 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $47 Shares 11,732 Est. Cost $4.11 Unrealized -10.7%
PETROLEOS MEXICANOS 0.0%
Value ($000) $35 Shares 50,000 Est. Cost $0.65 Unrealized
SERVICE PROPERTIES TRUST 0.0%
Value ($000) $32 Shares 40,000 Est. Cost $0.76 Unrealized
ELEBRA 4.625 02/04/30 REGS CENTRAIS ELETRICAS BRASI 0.0%
Value ($000) $28 Shares 30,000 Est. Cost $0.90 Unrealized
HOWMET AEROSPACE INC 0.0%
Value ($000) $27 Shares 25,000 Est. Cost $1.03 Unrealized
LAFARGE SA 0.0%
Value ($000) $23 Shares 20,000 Est. Cost $1.11 Unrealized
PETROBRAS GLOBAL FINANCE 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
FRANKLIN FTSE RUSSIA ETF 0.0%
Value ($000) $1 Shares 69,765 Est. Cost $0.01 Unrealized