Fund HoldingsINNEALTA CAPITAL, LLC

Total Portfolio Value
$246.39M
Total Bought
$48.91M
Total Sold
$109.82M
Net Transaction
-$60.91M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JPMORGAN ACTIVE BOND ETF
ACTIVE BOND ETF
0346,675+346,675018,9467.69%+18,946
ISHARES IBOXX INVESTMENT GRA055,888+55,88806,3142.56%+6,314
REAL ESTATE SELECT SECT SPDR
ST STR REAL ETF
34,040141,984+107,9441,3076,3422.57%+5,035
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
364,211411,587+47,37616,87419,8558.06%+2,981
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
252,929279,107+26,17810,39812,6495.13%+2,251
UTILITIES SELECT SECTOR SPDR
ST STR UTIL ETF
28,63147,170+18,5391,9513,8101.55%+1,859
COMM SERV SELECT SECTOR SPDR
ST STR SVC ETF
112,899126,060+13,1619,67111,3964.63%+1,725
SPDR PORT LNG TRM TRSRY
ST LON TREAS ETF
95,275139,065+43,7902,5934,0431.64%+1,449
ISHARES MSCI SOUTH AFRICA ET023,285+23,28501,1740.48%+1,174
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
041,991+41,99109300.38%+930
ISHARES MSCI SWITZERLAND ETF015,032+15,03207830.32%+783
VANGUARD SMALL-CAP VALUE ETF32,46232,455-75,9256,5162.64%+591
FRANKLIN FTSE UNITED KINGDOM
FTSE UNTD KGDM
206,743206,787+445,4355,9042.40%+468
FRANKLIN FTSE CANADA ETF
FTSE CANADA
110,058110,089+313,6854,1441.68%+459
CONSUMER STAPLES SPDR
ST STR STAPL ETF
67,96167,96105,2045,6412.29%+436
FRANKLIN FTSE CHINA ETF
FTSE CHINA
122,989122,98902,0372,4731.00%+436
TREASURY BILL0393,000+393,00003900.16%+390
JACKSON FINANCIAL INC-A(JXN)04,194+4,19403830.16%+383
FRANKLIN FTSE GERMANY ETF
FTSE GERMANY
120,789120,78902,8983,2141.30%+316
TREASURY BILL0316,000+316,00003150.13%+315
FRANKLIN FTSE SWITZERLAND
FRANKLN SWZLND
96,41096,41003,2063,4751.41%+269
MOSAIC CO/THE(MOS)010,407+10,40702790.11%+279
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
118,254118,270+164,7144,9562.01%+242
PARAMOUNT GLOBAL-CLASS B028,290+28,29003000.12%+300
CAESARS ENTERTAINMENT INC(CZR)05,551+5,55102320.09%+232
SUMMIT MATERIALS INC -CL A05,185+5,18502020.08%+202
FRANKLIN FTSE AUSTRALIA ETF
FTSE AUSTRALIA
55,20055,20001,5911,7730.72%+182
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
41,35844,968+3,6102,2412,4220.98%+181
ADT INC(ADT)036,380+36,38002630.11%+263
WALGREENS BOOTS ALLIANCE INC017,242+17,24201540.06%+154
SPDR PORT S&P 500 VALUE
ST STR P500VAL
13,22914,802+1,5736457820.32%+138
ISHARES MSCI DENMARK ETF
MSCI DENMARK ETF
19,18520,071+8862,4132,5491.03%+137
ELANCO ANIMAL HEALTH INC(ELAN)019,981+19,98102940.12%+294
WESCO INTERNATIONAL INC(WCC)01,606+1,60602700.11%+270
SPDR S&P 500 ETF TRUST(SPY)1,1891,320+1316477570.31%+110
ALIGHT INC - CLASS A(ALIT)014,159+14,15901050.04%+105
TREASURY BILL0102,000+102,00001000.04%+100
DUN & BRADSTREET HOLDINGS IN017,577+17,57702020.08%+202
TRI POINTE HOMES INC
COM
04,905+4,90502220.09%+222
ISHARES MSCI SOUTH KOREA ETF9,71411,223+1,5096427180.29%+76
GROUP 1 AUTOMOTIVE INC(GPI)0633+63302420.10%+242
PROSPERITY BANCSHARES INC(PB)03,486+3,48602510.10%+251
VANGUARD FTSE EMERGING MARKE26,54925,751-7981,1621,2320.50%+70
NEWELL BRANDS INC(NWL)016,394+16,39401260.05%+126
MERITAGE HOMES CORP(MTH)1,7031,666-372763420.14%+66
M/I HOMES INC(MHO)01,395+1,39502390.10%+239
ARROW ELECTRONICS INC01,714+1,71402280.09%+228
SPDR S&P BANK ETF
ST STR SP BANK
9,0759,07504214800.19%+59
DEUTSCHE BANK AG-REGISTERED
NAMEN AKT
38,28438,28406106630.27%+52
NOV INC(NOV)015,448+15,44802470.10%+247
KB HOME(KBH)03,588+3,58803070.12%+307
US CELLULAR CORP(AD)05,329+5,32902910.12%+291
CIENA CORP(CIEN)03,408+3,40802100.09%+210
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
15,75715,256-5011,1451,1910.48%+46
TELEPHONE AND DATA SYSTEMS(TDS)011,313+11,31302630.11%+263
POST HOLDINGS INC(POST)01,859+1,85902150.09%+215
BORGWARNER INC07,461+7,46102710.11%+271
ISHARES JP MORGAN USD EMERGI7,9907,895-957077390.30%+32
GENWORTH FINANCIAL INC-CL A(GNW)48,86047,727-1,1332953270.13%+32
LITHIA MOTORS INC(LAD)1,1661,024-1422943250.13%+31
RYDER SYSTEM INC(R)01,567+1,56702280.09%+228
ANYWHERE REAL ESTATE INC016,257+16,2570830.03%+83
VANGUARD FTSE DEVELOPED ETF15,59615,106-4907717980.32%+27
SPDR USA S/C VALUE9,2898,718-5715746000.24%+26
COMMERCIAL METALS CO(CMC)03,997+3,99702200.09%+220
SPDR RUSSELL 2000 US S/C6,1626,050-1123623850.16%+23
STRIPS S 0 08/15/34597,000597,00003814040.16%+23
AIR LEASE CORP
CL A
5,7376,397+6602732900.12%+17
MDU RESOURCES GROUP INC(MDU)09,291+9,29102550.10%+255
ISHARES JPM USD EM BND USD A221,227210,659-10,5681,2161,2320.50%+16
ISHARES INTL AGGREGATE BOND
CORE INTL AGGR
18,41218,044-3689199350.38%+16
ISHARES JPM USD EM CRP USD A54,06054,06003233380.14%+15
AVANTIS US SMALL CAP VALUE5,0144,840-1744504640.19%+15
WEBSTER FINANCIAL CORP(WBS)04,923+4,92302290.09%+229
ISHRS MSCI SAUDI ARABIA ETF
MSCI SAUDI ARBIA
6,9126,91202812950.12%+14
DIMENSIONAL US CORE EQUITY 2
US COR EQU 2 ETF
06,452+6,45202210.09%+221
ISHARES CORE S&P MIDCAP ETF6,9526,738-2144074200.17%+13
VANGUARD TOTAL STOCK MKT ETF5,5455,284-2611,4831,4960.61%+13
ISHARES CORE MSCI PACIF X-JP2,2992,094-2054034150.17%+13
ISHARES USD TRES BOND 7-10Y1,9631,942-212792900.12%+12
JETBLUE AIRWAYS CORP(JBLU)038,698+38,69802540.10%+254
ISHARES 3-7 YEAR TREASURY BO2,5552,539-162953040.12%+9
Strips S 0 08/15/290239,000+239,00002000.08%+200
CONDUENT INC011,732+11,7320470.02%+47
ACCO BRANDS CORP011,209+11,2090610.02%+61
US TREASURY N/B510,000510,00004995050.21%+6
ALLIED GAMING & ENTERTAINMEN058,791+58,7910810.03%+81
ADVANTAGE SOLUTIONS INC021,660+21,6600740.03%+74
PETROLEOS MEXICANOS050,000+50,0000350.01%+35
FNB CORP(FNB)010,194+10,19401440.06%+144
TREASURY BILL B 0 10/03/240153,000+153,00001530.06%+153
US TREASURY N/B0167,000+167,00001650.07%+165
HOWMET AEROSPACE INC025,000+25,0000270.01%+27
CENTRAIS ELETRICAS BRASI030,000+30,0000280.01%+28
SERVICE PROPERTIES TRUST040,000+40,0000320.01%+32
ISHARES USD TRSRY 1-3Y USD A029,532+29,53201660.07%+166
LAFARGE SA020,000+20,0000230.01%+23
CONSOLIDATED COMMUNICATIONS011,894+11,8940550.02%+55
GRAY TELEVISION INC011,366+11,3660610.02%+61
PETROBRAS GLOBAL FINANCE010,000+10,0000100.00%+10
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