Fund HoldingsINNEALTA CAPITAL, LLC

Total Portfolio Value
$303.11M
Total Bought
$303.11M
Total Sold
$236.73M
Net Transaction
+$66.38M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
TECHNOLOGY SELECT SECT SPDR
ST STR TECHN ETF
088,417+88,417020,0036.60%+20,003
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
0364,211+364,211016,8745.57%+16,874
VANGUARD INTERMEDIATE-TERM T
INTER TERM TREAS
0193,495+193,495011,2673.72%+11,267
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
0252,929+252,929010,3983.43%+10,398
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
0352,051+352,051010,1253.34%+10,125
HEALTH CARE SELECT SECTOR
ST STR CARE ETF
066,673+66,67309,7183.21%+9,718
COMM SERV SELECT SECTOR SPDR
ST STR SVC ETF
0112,899+112,89909,6713.19%+9,671
CONSUMER DISCRETIONARY SELT
ST STR DISCR ETF
046,215+46,21508,4302.78%+8,430
VANGUARD TOTAL BOND MARKET0106,322+106,32207,6612.53%+7,661
ISHARES CORE S&P 500012,435+12,43507,2182.38%+7,218
INDUSTRIAL SELECT SECT SPDR
ST STR INDL ETF
058,552+58,55207,1362.35%+7,136
ISHARES MSCI FRANCE ETF0161,847+161,84706,1152.02%+6,115
VANGUARD SMALL-CAP VALUE ETF032,462+32,46205,9251.95%+5,925
FRANKLIN FTSE UNITED KINGDOM
FTSE UNTD KGDM
0206,743+206,74305,4351.79%+5,435
CONSUMER STAPLES SPDR
ST STR STAPL ETF
067,961+67,96105,2041.72%+5,204
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
0118,254+118,25404,7141.56%+4,714
ISHARES CHINA LARGE-CAP ETF0173,289+173,28904,5041.49%+4,504
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
079,453+79,45304,4321.46%+4,432
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
0117,827+117,82704,2241.39%+4,224
ISHARES MSCI NETHERLANDS ETF078,388+78,38803,9371.30%+3,937
ISHARES MSCI UNITED KINGDOM
MSCI UK ETF NEW
0106,191+106,19103,7041.22%+3,704
FRANKLIN FTSE CANADA ETF
FTSE CANADA
0110,058+110,05803,6851.22%+3,685
JPMORGAN BETABUILDERS JAPAN
BETABULDRS JAPAN
062,230+62,23003,5121.16%+3,512
ISHARES CORE EM IMI ACC099,010+99,01003,3811.12%+3,381
FRANKLIN FTSE TAIWAN ETF
FTSE TAIWAN
068,070+68,07003,3111.09%+3,311
ENERGY SELECT SECTOR SPDR
ST STR ENERG ETF
035,724+35,72403,2561.07%+3,256
FRANKLIN FTSE SWITZERLAND
FRANKLN SWZLND
096,410+96,41003,2061.06%+3,206
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
059,213+59,21303,0130.99%+3,013
FRANKLIN FTSE GERMANY ETF
FTSE GERMANY
0120,789+120,78902,8980.96%+2,898
VANG FTSE EUR EURA058,698+58,69802,8220.93%+2,822
ISHARES MSCI AUSTRALIA ETF0115,361+115,36102,8180.93%+2,818
SPDR PORT LNG TRM TRSRY
ST LON TREAS ETF
095,275+95,27502,5930.86%+2,593
JPMORGAN ULTRA-SHORT INCOME
ULTRA SHRT ETF
049,942+49,94202,5210.83%+2,521
ISHARES MSCI GERMANY ETF079,568+79,56802,4360.80%+2,436
ISHARES MSCI DENMARK ETF
MSCI DENMARK ETF
019,185+19,18502,4130.80%+2,413
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
041,358+41,35802,2410.74%+2,241
ISHARES US AGG BND USD ACC0421,866+421,86602,2220.73%+2,222
ISHARES MSCI SWEDEN ETF054,589+54,58902,1970.72%+2,197
ISHARES MSCI MEXICO ETF036,308+36,30802,0550.68%+2,055
FRANKLIN FTSE CHINA ETF
FTSE CHINA
0122,989+122,98902,0370.67%+2,037
MATERIALS SELECT SECTOR SPDR
ST STR MATER ETF
022,117+22,11701,9530.64%+1,953
UTILITIES SELECT SECTOR SPDR
ST STR UTIL ETF
028,631+28,63101,9510.64%+1,951
ISHARES MSCI SPAIN ETF058,495+58,49501,8270.60%+1,827
ISHARES CORE GLB AGG USD-H A0302,161+302,16101,6230.54%+1,623
FRANKLIN FTSE AUSTRALIA ETF
FTSE AUSTRALIA
055,200+55,20001,5910.52%+1,591
VANGUARD TOTAL STOCK MKT ETF05,545+5,54501,4830.49%+1,483
ISH DIVERS COMMOD SWAP ETF0207,868+207,86801,4340.47%+1,434
FRANKLIN FTSE SOUTH KOREA
FTSE SOUTH KOREA
065,064+65,06401,4230.47%+1,423
JPMORGAN BETABUILDERS CANADA
BETA CDA ETF NEW
021,185+21,18501,3760.45%+1,376
REAL ESTATE SELECT SECT SPDR
ST STR REAL ETF
034,040+34,04001,3070.43%+1,307
ISHARES JPM USD EM BND USD A0221,227+221,22701,2160.40%+1,216
VANGUARD FTSE EMERGING MARKE026,549+26,54901,1620.38%+1,162
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
015,757+15,75701,1450.38%+1,145
INVESCO OPTIMUM YIELD DIVERS
OPTIMUM YIELD
079,524+79,52401,1170.37%+1,117
ISHARES INTL AGGREGATE BOND
CORE INTL AGGR
018,412+18,41209190.30%+919
ISHARES CORE MSCI JAPAN016,862+16,86209140.30%+914
ISHARES EDGE MSCI USA VALUE092,233+92,23308760.29%+876
FRANKLIN FTSE BRAZIL ETF
FTSE BRAZIL
048,201+48,20108010.26%+801
ISHARES US TREAS 0-1YR USD A07,032+7,03207810.26%+781
VANGUARD FTSE DEVELOPED ETF015,596+15,59607710.25%+771
ISHARES USD HY CORP USD ACC0112,968+112,96807250.24%+725
ISHARES JP MORGAN USD EMERGI07,990+7,99007070.23%+707
SPDR S&P 500 ETF TRUST(SPY)01,189+1,18906470.21%+647
SPDR PORT S&P 500 VALUE
ST STR P500VAL
013,229+13,22906450.21%+645
ISHARES MSCI SOUTH KOREA ETF09,714+9,71406420.21%+642
DEUTSCHE BANK AG-REGISTERED
NAMEN AKT
038,284+38,28406100.20%+610
ISHARES NASDAQ 100 USD ACC0513+51305820.19%+582
SPDR USA S/C VALUE09,289+9,28905740.19%+574
ISHARES USD SHORT DUR USD A094,860+94,86005470.18%+547
US TREASURY N/B0510,000+510,00004990.16%+499
ISHARES 1-5Y INV GRADE CORP09,470+9,47004850.16%+485
AVANTIS US SMALL CAP VALUE05,014+5,01404500.15%+450
ISH USD FLOAT BOND USD ACC071,271+71,27104240.14%+424
SPDR S&P BANK ETF
ST STR SP BANK
09,075+9,07504210.14%+421
ISHARES CORE S&P 500 ETF0751+75104110.14%+411
ISHARES CORE S&P MIDCAP ETF06,952+6,95204070.13%+407
ISHARES CORE MSCI PACIF X-JP02,299+2,29904030.13%+403
STRIPS S 0 08/15/340597,000+597,00003810.13%+381
SPDR RUSSELL 2000 US S/C06,162+6,16203620.12%+362
ISHARES FLOATING RATE BOND E
FLTG RATE NT ETF
06,940+6,94003550.12%+355
RADIAN GROUP INC(RDN)011,055+11,05503440.11%+344
ISHARES USD CORP BOND USD A058,421+58,42103350.11%+335
ISHARES JPM USD EM CRP USD A054,060+54,06003230.11%+323
US TREASURY N/B0314,000+314,00003110.10%+311
OSHKOSH CORP(OSK)02,870+2,87003110.10%+311
TAYLOR MORRISON HOME CORP(TMHC)05,540+5,54003070.10%+307
US TREASURY N/B0306,000+306,00003050.10%+305
AMKOR TECHNOLOGY INC07,595+7,59503040.10%+304
ISHARES USD TREASURY 3-7YR02,311+2,31103030.10%+303
MACY'S INC(M)015,391+15,39102960.10%+296
GENWORTH FINANCIAL INC-CL A(GNW)048,860+48,86002950.10%+295
ISHARES 3-7 YEAR TREASURY BO02,555+2,55502950.10%+295
LITHIA MOTORS INC(LAD)01,166+1,16602940.10%+294
TOPGOLF CALLAWAY BRANDS CORP(CALY)019,008+19,00802910.10%+291
ISHRS MSCI SAUDI ARABIA ETF
MSCI SAUDI ARBIA
06,912+6,91202810.09%+281
ISHARES USD TRES BOND 7-10Y01,963+1,96302790.09%+279
TREASURY BILL 7/11/240278,000+278,00002780.09%+278
MERITAGE HOMES CORP(MTH)01,703+1,70302760.09%+276
AIR LEASE CORP
CL A
05,737+5,73702730.09%+273
CIVITAS RESOURCES INC03,847+3,84702650.09%+265
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