Navigation Wealth Management, Inc. Quant / Systematic

CIK: 0001839930 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 24, 2022

Total Value ($000): $106,823 (100.0% shares, 0.0% debt)

Holdings (53)

SPY SPDR S&P 500 ETF 85.8%
Value ($000) $91,667 Shares 193,001 Est. Cost $474.96 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 11.1%
Value ($000) $11,881 Shares 109,440 Est. Cost $108.56 Unrealized
SCJ ISHARES MSCI JAPAN SMALL-CAP ETF 0.4%
Value ($000) $460 Shares 6,113 Est. Cost $75.25 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.4%
Value ($000) $439 Shares 15,642 Est. Cost $28.07 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.3%
Value ($000) $355 Shares 2,476 Est. Cost $143.38 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $348 Shares 1,567 Est. Cost $222.08 Unrealized
SLV ISHARES SILVER TRUST 0.3%
Value ($000) $308 Shares 14,324 Est. Cost $21.50 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $106 Shares 611 Est. Cost $147.30 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $99 Shares 1,785 Est. Cost $52.54 Unrealized
AAPL APPLE INC COM 0.1%
Value ($000) $84 Shares 478 Est. Cost $128.37 Unrealized +20.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $74 Shares 366 Est. Cost $177.60 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $74 Shares 1,173 Est. Cost $50.47 Unrealized 0.0%
IDRV ISHARES SELF-DRIVING EV AND TECH ETF 0.1%
Value ($000) $74 Shares 1,367 Est. Cost $54.13 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $71 Shares 1,741 Est. Cost $31.98 Unrealized 0.0%
METV ROUNDHILL BALL METAVERSE ETF 0.1%
Value ($000) $69 Shares 4,551 Est. Cost $15.16 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $69 Shares 478 Est. Cost $45.18 Unrealized 0.0%
HESKA CORP COM RESTRC NEW 0.1%
Value ($000) $68 Shares 377 Est. Cost $180.37 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.1%
Value ($000) $66 Shares 511 Est. Cost $122.57 Unrealized 0.0%
DHI D R HORTON INC COM 0.1%
Value ($000) $66 Shares 616 Est. Cost $92.30 Unrealized 0.0%
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $49 Shares 391 Est. Cost $74.17 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $48 Shares 462 Est. Cost $101.73 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $40 Shares 569 Est. Cost $63.27 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $39 Shares 154 Est. Cost $178.71 Unrealized +63.6%
TGT TARGET CORP COM 0.0%
Value ($000) $36 Shares 157 Est. Cost $163.21 Unrealized +31.2%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $32 Shares 390 Est. Cost $66.67 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $24 Shares 416 Est. Cost $28.04 Unrealized +43.5%
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $22 Shares 268 Est. Cost $82.09 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $17 Shares 110 Est. Cost $127.25 Unrealized +16.2%
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $12 Shares 36 Est. Cost $280.73 Unrealized +11.6%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $11 Shares 2,676 Est. Cost $5.36 Unrealized -12.5%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $11 Shares 4 Est. Cost $136.84 Unrealized +4.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $10 Shares 36 Est. Cost $248.67 Unrealized -3.7%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $10 Shares 3 Est. Cost $172.49 Unrealized -0.8%
TSLA TESLA INC COM 0.0%
Value ($000) $10 Shares 10 Est. Cost $251.06 Unrealized +33.6%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $8 Shares 52 Est. Cost $164.60 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $283.07 Unrealized -23.7%
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB 0.0%
Value ($000) $8 Shares 279 Est. Cost $28.67 Unrealized
NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $7 Shares 297 Est. Cost $27.03 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $5 Shares 67 Est. Cost $73.60 Unrealized +20.8%
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $5 Shares 195 Est. Cost $25.64 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $5 Shares 20 Est. Cost $259.62 Unrealized +12.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 102 Est. Cost $49.02 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $64.14 Unrealized +9.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $43.42 Unrealized -7.0%
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $52.06 Unrealized -24.8%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $40.00 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.67 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 Shares 49 Est. Cost $26.61 Unrealized -10.1%
NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $25.42 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $52.61 Unrealized -48.1%