REFRAME WEALTH, LLC

Q4 2022 13F Holdings

  • Location
    fairfax, VA
  • Num holdings

    61

  • Value ($000)

    $260,157

  • Date Filed
    03/30/2023
  • Form type
    13F-HR
  • CIK
    0001969815
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR S&P 500 Growth ETF

COM
78464A409
$61.46M
24 %

1,212,962

IWM
IWM

iShares Russell 2001

COM
464287655
$25.15M
10 %

144,222

SLYG
SLYG

SPDR DJ Small Cap Growth

COM
78464A201
$22.35M
9 %

309,403

MUB
MUB

iShares S&P National Muni Bond

COM
464288414
$20.91M
8 %

198,130

IJK
IJK

iShares S&P MidCap 400 - Barra Growth

COM
464287606
$20.69M
8 %

302,999

EFA
EFA

iShares MSCI EAFE Index

COM
464287465
$14.48M
6 %

220,624

IWV
IWV

iShares Russell 3000 Index

COM
464287689
$14.37M
6 %

65,125

IWN
IWN

iShares Russell 2000 Value

COM
464287630
$11.60M
5 %

83,623

VTI
VTI

Vanguard Total Stock Mkt

COM
922908769
$7.39M
3 %

38,636

VEU
VEU

Vanguard Intl Eqty Index

COM
922042775
$6.32M
2 %

125,961

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