Navigation Wealth Management, Inc. Quant / Systematic

CIK: 0001839930 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Jul 26, 2021

Total Value ($000): $96,369 (100.0% shares, 0.0% debt)

Holdings (62)

SPY SPDR S&P 500 ETF TR 85.1%
Value ($000) $82,025 Shares 206,962 Est. Cost $373.88 Unrealized
TLT ISHARES TR 11.7%
Value ($000) $11,283 Shares 83,301 Est. Cost $157.28 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $650 Shares 2,942 Est. Cost $220.94 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $230 Shares 1,288 Est. Cost $178.57 Unrealized
EWZ ISHARES INC 0.2%
Value ($000) $215 Shares 6,434 Est. Cost $33.42 Unrealized
EWG ISHARES INC 0.2%
Value ($000) $214 Shares 6,412 Est. Cost $33.37 Unrealized
SCJ ISHARES INC 0.2%
Value ($000) $214 Shares 2,620 Est. Cost $81.68 Unrealized
INDA ISHARES TR 0.2%
Value ($000) $211 Shares 4,992 Est. Cost $42.27 Unrealized
VANECK VECTORS ETF TR 0.2%
Value ($000) $211 Shares 8,189 Est. Cost $25.77 Unrealized
EWU ISHARES TR 0.2%
Value ($000) $211 Shares 6,732 Est. Cost $31.34 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $80 Shares 497 Est. Cost $160.97 Unrealized
SPXL DIREXION SHS ETF TR 0.1%
Value ($000) $77 Shares 905 Est. Cost $85.08 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $48 Shares 394 Est. Cost $125.06 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $47 Shares 771 Est. Cost $55.90 Unrealized 0.0%
STAG STAG INDL INC 0.0%
Value ($000) $46 Shares 1,379 Est. Cost $33.36 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $45 Shares 420 Est. Cost $88.68 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $45 Shares 355 Est. Cost $117.12 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $43 Shares 303 Est. Cost $116.48 Unrealized 0.0%
CORESITE RLTY CORP 0.0%
Value ($000) $43 Shares 358 Est. Cost $120.11 Unrealized
QTS RLTY TR INC 0.0%
Value ($000) $43 Shares 698 Est. Cost $61.60 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $39 Shares 210 Est. Cost $180.17 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $39 Shares 296 Est. Cost $98.07 Unrealized 0.0%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $37 Shares 208 Est. Cost $177.88 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $35 Shares 155 Est. Cost $233.92 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $31 Shares 157 Est. Cost $163.21 Unrealized 0.0%
ROM PROSHARES TR 0.0%
Value ($000) $29 Shares 391 Est. Cost $74.17 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $26 Shares 390 Est. Cost $66.67 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $24 Shares 1,004 Est. Cost $19.29 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $23 Shares 401 Est. Cost $48.83 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $17 Shares 110 Est. Cost $127.25 Unrealized 0.0%
SPYM SPDR SER TR 0.0%
Value ($000) $15 Shares 329 Est. Cost $45.59 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $15 Shares 416 Est. Cost $28.04 Unrealized 0.0%
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $13 Shares 2,676 Est. Cost $5.36 Unrealized 0.0%
FORTRESS TRANS INFRST INVS L 0.0%
Value ($000) $8 Shares 279 Est. Cost $28.67 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $7 Shares 10 Est. Cost $251.06 Unrealized 0.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.06 Unrealized 0.0%
BEEM BEAM GLOBAL 0.0%
Value ($000) $4 Shares 100 Est. Cost $52.61 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $2 Shares 5 Est. Cost $368.06 Unrealized 0.0%
GRPN GROUPON INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.29 Unrealized 0.0%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.79 Unrealized 0.0%
UNITY BIOTECHNOLOGY INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.90 Unrealized
ASYS AMTECH SYS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.25 Unrealized 0.0%
VXRT VAXART INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.69 Unrealized 0.0%
WORKHORSE GROUP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
AMERICAS GOLD AND SILVER COR 0.0%
Value ($000) $1 Shares 550 Est. Cost $1.82 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $49.50 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $1 Shares 19 Est. Cost $30.18 Unrealized 0.0%
MAVERIX METALS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
GEO GEO GROUP INC NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.16 Unrealized 0.0%
FORTUNA SILVER MINES INC 0.0%
Value ($000) $1 Shares 175 Est. Cost $5.71 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $1 Shares 49 Est. Cost $26.61 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $244.44 Unrealized 0.0%
ASM AVINO SILVER & GOLD MINES LT 0.0%
Value ($000) $1 Shares 900 Est. Cost $1.33 Unrealized 0.0%
NULG NUSHARES ETF TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NUBD NUSHARES ETF TR 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
NUDM NUSHARES ETF TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.16 Unrealized 0.0%
INMED PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 65 Est. Cost Unrealized
GREAT PANTHER MNG LTD 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized