account_balance
Investment manager · 13F filer · SEC CIK 1079935
Signature Estate & Investment Advisors LLC
Reported value$5.67Bas of Sep 30, 2026
Positions668 33 new, 33 sold out
Top 10 weight44.9%VUG alone is 9%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
9.2%Added +4%
GSLCGoldman Sachs ETF Tr
6.7%Trimmed −10%
IGMiShares Tr
6.2%
FNDXSchwab Strategic Tr
4.4%Added +7%
EFViShares Tr
3.9%Added +29%
MAGSListed FDS Tr
3.7%Added +5%
AVESAmerican Centy ETF Tr
3.1%Added +2%
TOTLSsga Active ETF Tr
2.7%Trimmed −31%
GMOIGmo ETF Trust
2.6%Added +38%
AAPLApple Inc.
2.3%+8%
MSFTMicrosoft Corp
2.2%Added +3%
AMZNAmazon.com Inc
2.0%−3%
VUGVanguard Index FDS
9.2%Added +4%
GSLCGoldman Sachs ETF Tr
6.7%Trimmed −10%
IGMiShares Tr
6.2%
FNDXSchwab Strategic Tr
4.4%
EFViShares Tr
3.9%+29%
MAGSListed FDS Tr
3.7%
AVESAmerican Centy ETF Tr
3.1%
TOTLSsga Active ETF Tr
2.7%
GMOI2.6%
AAPLMSFT2.2%AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 9.2% Added +4%
GSLC Goldman Sachs ETF Tr 6.7% Trimmed −10%
IGM iShares Tr 6.2% Held
FNDX Schwab Strategic Tr 4.4% Added +7%
EFV iShares Tr 3.9% Added +29%
MAGS Listed FDS Tr 3.7% Added +5%
AVES American Centy ETF Tr 3.1% Added +2%
TOTL Ssga Active ETF Tr 2.7% Trimmed −31%
GMOI Gmo ETF Trust 2.6% Added +38%
AAPL Apple Inc. 2.3% Added +8%MSFT Microsoft Corp 2.2% Added +3%AMZN Amazon.com Inc 2.0% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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