Fund HoldingsINNEALTA CAPITAL, LLC

Total Portfolio Value
$222.90M
Total Bought
$55.97M
Total Sold
$63.84M
Net Transaction
-$7.86M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST LON TREAS ETF
0828,403+828,403024,04010.79%+24,040
VANGUARD INDEX FDS032,455+32,45505,8412.62%+5,841
ISHARES TR
MSCI UK ETF NEW
87,146182,770+95,6242,7576,0412.71%+3,283
SELECT SECTOR SPDR TR
ST STR REAL ETF
073,259+73,25902,9351.32%+2,935
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
34,10066,641+32,5411,9834,2731.92%+2,290
VANGUARD BD INDEX FDS22,39250,807+28,4151,5633,7371.68%+2,174
ISHARES INC
MSCI TAIWAN ETF
041,370+41,37001,9040.85%+1,904
ISHARES INC042,558+42,55801,6800.75%+1,680
ISHARES INC047,860+47,86001,4650.66%+1,465
ISHARES TR
MSCI SAUDI ARBIA
022,374+22,37409470.42%+947
VANGUARD TAX-MANAGED FDS017,784+17,78408520.38%+852
ISHARES INC
MSCI SINGPOR ETF
045,545+45,54508520.38%+852
ISHARES INC90,029107,090+17,0612,3593,1801.43%+821
ISHARES INC18,82832,798+13,9705771,1470.51%+569
ISHARES TR
CORE INTL AGGR
010,674+10,67405320.24%+532
ISHARES TR
MSCI DENMARK ETF
04,711+4,71105280.24%+528
FRANKLIN TEMPLETON ETF TR
FRANKLN SWZLND
160,500160,50004,7985,3202.39%+522
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
228,956229,031+756,0566,4112.88%+355
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
110,097110,089-83,3153,6591.64%+344
FRANKLIN TEMPLETON ETF TR
FTSE TAIWAN
68,08768,083-42,4802,8121.26%+332
FRANKLIN TEMPLETON ETF TR
FTSE GERMANY
120,789120,78902,4662,7961.25%+330
ISHARES TR03,648+3,64803250.15%+325
MURPHY OIL CORP(MUR)06,990+6,99002980.13%+298
ISHARES INC61,07260,752-3202,6612,9321.32%+272
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
60,69587,612+26,9179071,1650.52%+258
FRANKLIN TEMPLETON ETF TR
FTSE BRAZIL
100,860100,851-91,8552,1130.95%+258
RADIAN GROUP INC(RDN)08,504+8,50402430.11%+243
KOHLS CORP(KSS)08,387+8,38702410.11%+241
ISHARES INC33,15333,478+3251,9542,1940.98%+240
MERITAGE HOMES CORP(MTH)01,368+1,36802380.11%+238
MR COOPER GROUP INC03,607+3,60702350.11%+235
CIVITAS RESOURCES INC03,396+3,39602320.10%+232
ARROW ELECTRS INC01,872+1,87202290.10%+229
VANGUARD INTL EQUITY INDEX F05,059+5,05902150.10%+215
OSHKOSH CORP(OSK)01,983+1,98302150.10%+215
ELANCO ANIMAL HEALTH INC(ELAN)014,011+14,01102090.09%+209
TAYLOR MORRISON HOME CORP(TMHC)03,795+3,79502020.09%+202
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
60,89360,89301,9282,1240.95%+196
GOODYEAR TIRE & RUBR CO(GT)013,607+13,60701950.09%+195
TOPGOLF CALLAWAY BRANDS CORP(CALY)012,692+12,69201820.08%+182
BLUE OWL CAPITAL CORPORATION(OBDC)012,266+12,26601810.08%+181
FRANKLIN TEMPLETON ETF TR
FTSE AUSTRALIA
55,20055,20001,3971,5700.70%+173
FRANKLIN TEMPLETON ETF TR
FTSE UNTD KGDM
132,952132,953+13,1793,3431.50%+164
FRANKLIN TEMPLETON ETF TR
FTSE SOUTH KOREA
65,08765,084-31,3231,4770.66%+153
SOUTHWESTERN ENERGY CO16,79338,622+21,8291082530.11%+145
GENWORTH FINL INC(GNW)23,15138,969+15,8181362600.12%+125
ISHARES INC22,70723,112+4058549660.43%+112
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
18,21818,21809261,0310.46%+105
UNDER ARMOUR INC(UA)011,419+11,41901000.05%+100
DEUTSCHE BANK A G
NAMEN AKT
38,28438,28404215190.23%+98
GOODRX HLDGS INC(GDRX)013,555+13,5550910.04%+91
SPDR SER TR
ST STR SP BANK
9,0759,07503344180.19%+83
MGIC INVT CORP WIS(MTG)10,95113,358+2,4071832580.12%+75
ISHARES TR4,1884,285+973954640.21%+69
SPDR S&P 500 ETF TR(SPY)1,1691,16905005560.25%+56
PBF ENERGY INC(PBF)4,7386,888+2,1502543030.14%+49
GOPRO INC010,813+10,8130380.02%+38
ISHARES TR75175103233590.16%+36
ISHARES TR9,4468,966-4806516760.30%+25
ALLIED GAMING & ENTRTNMNT IN58,79158,791053620.03%+9
FRANKLIN TEMPLETON ETF TR64,39464,39401,1631,1720.53%+8
ADT INC DEL(ADT)13,30412,450-85480850.04%+5
CONDUENT INC12,91512,178-73745440.02%-0
UNITED STATES STL CORP NEW8,5825,509-3,0732792680.12%-11
ISHARES INC
MSCI ITALY ETF
58,78650,809-7,9771,7881,7240.77%-64
ISHARES INC4,9363,338-1,5983082130.10%-95
ISHARES TR2,3881,749-6395954850.22%-111
FRANKLIN TEMPLETON ETF TR
FTSE CHINA
122,989122,98902,1021,9740.89%-128
ISHARES INC
MSCI MLY ETF NEW
22,69511,152-11,5434672370.11%-230
SPDR SER TR
ST STR P500VAL
27,95519,477-8,4781,1539080.41%-245
ISHARES TR
MSCI INDIA ETF
59,29348,493-10,8002,6222,3671.06%-255
SUPER MICRO COMPUTER INC(SMCI)1,1660-1,1663200-320
VANGUARD INDEX FDS2,4240-2,4243340-334
SELECT SECTOR SPDR TR
ST STR UTIL ETF
42,44532,680-9,7652,5012,0700.93%-432
VANGUARD INDEX FDS8,7255,681-3,0441,8531,3480.60%-506
ISHARES TR
MSCI INDONIA ETF
41,79418,550-23,2449314140.19%-517
VANGUARD INTL EQUITY INDEX F46,82930,975-15,8541,8361,2730.57%-563
SELECT SECTOR SPDR TR
ST STR MATER ETF
35,44225,931-9,5112,7842,2181.00%-566
ISHARES INC88,95354,991-33,9621,9131,3380.60%-575
VANGUARD INTL EQUITY INDEX F9,1000-9,1006090-609
ISHARES INC26,61313,632-12,9811,5509250.41%-625
ISHARES INC78,28852,136-26,1522,9772,3271.04%-650
ISHARES TR
CORE MSCI EAFE
35,80220,701-15,1012,3041,4560.65%-848
ISHARES TR
FLTG RATE NT ETF
17,5990-17,5998960-896
SELECT SECTOR SPDR TR
ST STR INDL ETF
55,56540,655-14,9105,6334,6342.08%-999
ISHARES INC
MSCI JAPAN ETF
114,22790,863-23,3646,8875,8282.61%-1,059
SELECT SECTOR SPDR TR
ST STR FINL ETF
512,349419,160-93,18916,99515,7607.07%-1,234
ISHARES TR206,874176,698-30,1765,4884,2461.90%-1,242
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
17,6440-17,6441,3410-1,341
SELECT SECTOR SPDR TR
ST STR STAPL ETF
101,66774,351-27,3166,9965,3562.40%-1,640
ISHARES INC242,311161,883-80,4288,6246,3432.85%-2,281
SELECT SECTOR SPDR TR
ST STR CARE ETF
80,83059,122-21,70810,4068,0633.62%-2,343
ISHARES TR31,4874,948-26,5393,2125480.25%-2,665
SELECT SECTOR SPDR TR
ST STR SVC ETF
127,49873,257-54,2418,3605,3232.39%-3,037
SELECT SECTOR SPDR TR
ST STR ENERG ETF
117,33185,827-31,50410,6067,1963.23%-3,410
SELECT SECTOR SPDR TR
ST STR TECHN ETF
137,45395,681-41,77222,53318,4178.26%-4,116
ISHARES TR51,3502,636-48,7145,8113090.14%-5,502
ISHARES TR47,0070-47,0076,3720-6,372
SELECT SECTOR SPDR TR
ST STR DISCR ETF
105,98153,007-52,97417,0619,4784.25%-7,583
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
181,37114,511-166,86010,0688930.40%-9,175
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