Fund HoldingsINNEALTA CAPITAL, LLC

Total Portfolio Value
$236.73M
Total Bought
$37.15M
Total Sold
$31.44M
Net Transaction
+$5.71M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0150,646+150,64608,8203.73%+8,820
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
082,709+82,70904,8432.05%+4,843
VANGUARD BD INDEX FDS50,807104,405+53,5983,7377,5833.20%+3,846
FRANKLIN TEMPLETON ETF TR
FTSE UNTD KGDM
132,953261,128+128,1753,3436,8232.88%+3,480
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
066,982+66,98203,1241.32%+3,124
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
229,031297,855+68,8246,4119,2423.90%+2,832
SELECT SECTOR SPDR TR
ST STR FINL ETF
419,160419,225+6515,76017,6587.46%+1,897
SELECT SECTOR SPDR TR
ST STR TECHN ETF
95,68195,685+418,41719,9288.42%+1,512
SELECT SECTOR SPDR TR
ST STR ENERG ETF
85,82785,818-97,1968,1023.42%+906
ISHARES TR
MSCI INDIA ETF
48,49358,930+10,4372,3673,0401.28%+673
SELECT SECTOR SPDR TR
ST STR CARE ETF
59,12259,135+138,0638,7363.69%+673
SELECT SECTOR SPDR TR
ST STR SVC ETF
73,25773,227-305,3235,9802.53%+657
SELECT SECTOR SPDR TR
ST STR INDL ETF
40,65540,634-214,6345,1182.16%+484
VANGUARD INDEX FDS32,45532,462+75,8416,2292.63%+388
LINCOLN NATL CORP IND(LNC)011,395+11,39503640.15%+364
ISHARES INC161,883161,880-36,3436,7032.83%+361
SELECT SECTOR SPDR TR
ST STR STAPL ETF
74,35174,339-125,3565,6772.40%+321
BRIGHTHOUSE FINL INC(BHF)05,703+5,70302940.12%+294
SELECT SECTOR SPDR TR
ST STR DISCR ETF
53,00752,994-139,4789,7454.12%+267
ISHARES INC52,13652,166+302,3272,5811.09%+254
BORGWARNER INC07,301+7,30102540.11%+254
CIENA CORP(CIEN)04,891+4,89102420.10%+242
MOHAWK INDS INC(MHK)01,822+1,82202380.10%+238
AVNET INC04,591+4,59102280.10%+228
KB HOME(KBH)03,090+3,09002190.09%+219
ISHARES INC107,090107,022-683,1803,3981.44%+218
FRANKLIN TEMPLETON ETF TR
FTSE GERMANY
120,789120,78902,7963,0121.27%+217
AIR LEASE CORP
CL A
04,045+4,04502080.09%+208
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
03,460+3,46002030.09%+203
F N B CORP(FNB)014,388+14,38802030.09%+203
VANGUARD INTL EQUITY INDEX F03,000+3,00002020.09%+202
AMKOR TECHNOLOGY INC06,240+6,24002010.08%+201
ISHARES INC
MSCI ITALY ETF
50,80950,804-51,7241,9160.81%+192
SELECT SECTOR SPDR TR
ST STR MATER ETF
25,93125,923-82,2182,4081.02%+190
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
66,64166,64104,2734,4521.88%+179
FRANKLIN TEMPLETON ETF TR
FTSE TAIWAN
68,08368,080-32,8122,9841.26%+172
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
110,089110,088-13,6593,8191.61%+160
SOUTHWESTERN ENERGY CO38,62251,486+12,8642533900.16%+137
NEWMARK GROUP INC(NMRK)012,353+12,35301370.06%+137
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
60,89360,983+902,1242,2470.95%+123
ADT INC DEL(ADT)12,45030,780+18,330852070.09%+122
DUN & BRADSTREET HLDGS INC011,214+11,21401130.05%+113
ISHARES INC
MSCI TAIWAN ETF
41,37041,37001,9042,0140.85%+110
ANYWHERE REAL ESTATE INC016,750+16,75001040.04%+104
OSHKOSH CORP(OSK)1,9832,507+5242153130.13%+98
ADVANTAGE SOLUTIONS INC022,299+22,2990970.04%+97
JETBLUE AWYS CORP(JBLU)011,268+11,2680840.04%+84
SELECT SECTOR SPDR TR
ST STR UTIL ETF
32,68032,681+12,0702,1460.91%+76
ISHARES INC47,86047,86001,4651,5400.65%+74
GRAY TELEVISION INC011,670+11,6700740.03%+74
SPDR S&P 500 ETF TR(SPY)1,1691,189+205566220.26%+66
MERITAGE HOMES CORP(MTH)1,3681,731+3632383040.13%+65
ACCO BRANDS CORP011,520+11,5200650.03%+65
CIVITAS RESOURCES INC3,3963,847+4512322920.12%+60
ALLIED GAMING & ENTRTNMNT IN58,791117,582+58,791621190.05%+56
GENWORTH FINL INC(GNW)38,96948,860+9,8912603140.13%+54
CONSOLIDATED COMM HLDGS INC012,307+12,3070530.02%+53
ISHARES INC33,47833,47802,1942,2470.95%+53
ISHARES TR
MSCI DENMARK ETF
4,7114,721+105285770.24%+48
FRANKLIN TEMPLETON ETF TR
FTSE SOUTH KOREA
65,08465,082-21,4771,5210.64%+45
ARROW ELECTRS INC1,8722,090+2182292710.11%+42
ISHARES TR
MSCI SAUDI ARBIA
22,37422,37409479880.42%+41
ISHARES TR75175103593950.17%+36
RIBBON COMMUNICATIONS INC010,004+10,0040320.01%+32
TAYLOR MORRISON HOME CORP(TMHC)3,7953,709-862022310.10%+28
FRANKLIN TEMPLETON ETF TR
FTSE AUSTRALIA
55,20055,20001,5701,5920.67%+21
ISHARES INC42,55842,55801,6801,7010.72%+21
ISHARES INC13,63213,634+29259450.40%+20
ISHARES INC54,99155,073+821,3381,3580.57%+20
MURPHY OIL CORP(MUR)6,9906,954-362983180.13%+20
ISHARES TR8,9668,644-3226766900.29%+15
GOODYEAR TIRE & RUBR CO(GT)13,60715,261+1,6541952100.09%+15
SPDR SER TR
ST STR SP BANK
9,0759,07504184270.18%+10
VANGUARD INDEX FDS5,6815,216-4651,3481,3560.57%+8
ISHARES INC
MSCI MLY ETF NEW
11,15211,15202372430.10%+6
GOODRX HLDGS INC(GDRX)13,55513,555091960.04%+5
UNDER ARMOUR INC(UA)11,41914,238+2,8191001050.04%+5
ISHARES TR
MSCI INDONIA ETF
18,55018,55004144180.18%+4
KOHLS CORP(KSS)8,3878,385-22412440.10%+4
ISHARES TR3,6483,601-473253230.14%-2
CONDUENT INC12,17812,178044410.02%-3
ISHARES TR
CORE INTL AGGR
10,67410,514-1605325250.22%-6
VANGUARD INTL EQUITY INDEX F5,0594,952-1072152090.09%-7
GOPRO INC10,81310,813038240.01%-13
ISHARES TR4,2854,065-2204644490.19%-15
ISHARES INC
MSCI SINGPOR ETF
45,54545,54508528360.35%-15
ISHARES TR1,7497,689+5,9404854670.20%-18
FRANKLIN TEMPLETON ETF TR
FTSE CHINA
122,989122,98901,9741,9410.82%-33
VANGUARD TAX-MANAGED FDS17,78416,295-1,4898528180.35%-34
SELECT SECTOR SPDR TR
ST STR REAL ETF
73,25973,296+372,9352,8971.22%-37
ISHARES TR2,6362,335-3013092700.11%-38
RADIAN GROUP INC(RDN)8,5046,019-2,4852432010.09%-41
ISHARES INC60,75260,730-222,9322,8911.22%-42
MGIC INVT CORP WIS(MTG)13,3589,624-3,7342582150.09%-42
FRANKLIN TEMPLETON ETF TR
FRANKLN SWZLND
160,500160,50005,3205,2712.23%-49
SPDR SER TR
ST STR P500VAL
19,47716,981-2,4969088510.36%-57
ISHARES INC23,11223,11209669050.38%-61
ISHARES TR4,9484,329-6195484720.20%-76
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
87,61278,517-9,0951,1651,0890.46%-76
ISHARES INC32,79832,79801,1471,0630.45%-83
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