Fund HoldingsINNEALTA CAPITAL, LLC

Total Portfolio Value
$184.72M
Total Bought
$15.47M
Total Sold
$18.27M
Net Transaction
-$2.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES MSCI SOUTH KOREA ETF29,69736,059+6,3622,3793,5061.90%+1,127
HEALTH CARE SELECT SECTOR
ST STR CARE ETF
066,870+66,870010,3515.60%+10,351
VANGUARD TOT WORLD STK ETF10,38016,394+6,0141,4302,3131.25%+882
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
8,12019,723+11,6035171,2530.68%+736
ISHARES MSCI SOUTH AFRICA ET21,69725,860+4,1631,3911,7790.96%+388
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
0290,982+290,982015,9378.63%+15,937
VANGUARD FTSE DEVELOPED ETF70,09573,313+3,2184,2004,5802.48%+380
VANGUARD TOTAL STOCK MKT ETF16,02816,726+6985,2605,6083.04%+348
JPMORGAN BETABUILDERS CANADA
BETA CDA ETF NEW
5,7608,903+3,1435028280.45%+326
OVINTIV INC(OVV)07,083+7,08302780.15%+278
ISHARES CHINA LARGE-CAP ETF43,30453,413+10,1091,7822,0451.11%+264
DILLARDS INC-CL A(DDS)0423+42302560.14%+256
ISHARES MSCI BRAZIL ETF08,009+8,00902540.14%+254
ISHARES SILVER TRUST(SLV)03,834+3,83402470.13%+247
ISHARES MSCI MEXICO ETF28,18431,206+3,0221,9222,1641.17%+241
ISHARES MSCI HONG KONG ETF61,07073,132+12,0621,3161,5540.84%+238
JAZZ PHARMACEUTICALS PLC(JAZZ)01,386+1,38602360.13%+236
SPDR GOLD SHARES(GLD)4,0284,202+1741,4321,6650.90%+233
AUTONATION INC(AN)01,115+1,11502300.12%+230
MKS INC(MKSI)01,436+1,43602290.12%+229
VANG FTSE EUR EURA4,9368,176+3,2402945160.28%+222
QORVO INC(QRVO)02,516+2,51602130.12%+213
FRANKLIN FTSE CANADA ETF
FTSE CANADA
71,99171,99103,2693,4771.88%+209
FRANKLIN FTSE SOUTH KOREA
FTSE SOUTH KOREA
35,04635,048+29461,1230.61%+177
ISHARES MSCI SPAIN ETF56,06454,698-1,3662,7752,9491.60%+174
ALCOA CORP(AA)6,2126,21202043300.18%+126
ISHARES MSCI PERU AND GLOBAL5,7676,215+4483554500.24%+95
FRANKLIN FTSE TAIWAN ETF
FTSE TAIWAN
37,05237,05202,1762,2541.22%+78
VANGUARD FTSE EMERGING MARKE39,31941,037+1,7182,1302,2061.19%+76
VANGUARD TOTAL BOND MARKET022,220+22,22001,6460.89%+1,646
SPDR PORT S&P 500 VALUE
ST STR P500VAL
44,79944,79902,4792,5451.38%+66
ISHARES CORE S&P MIDCAP ETF15,50216,200+6981,0121,0690.58%+58
ISHARES IBOXX INVESTMENT GRA8,6859,214+5299681,0150.55%+47
ISHARES MSCI SWEDEN ETF019,682+19,68209690.52%+969
ISHARES JP MORGAN USD EMERGI5,7996,119+3205525890.32%+37
ISHARES CORE S&P 5001,4441,44401,0271,0640.58%+37
LINCOLN NATIONAL CORP(LNC)8,6988,69803513870.21%+37
AXIS CAPITAL HOLDINGS LTD
SHS
2,8162,81602703020.16%+32
COMPASS INC - CLASS A(COMP)10,02510,0250811060.06%+25
TOPGOLF CALLAWAY BRANDS CORP(CALY)10,68710,68701021250.07%+23
ISHARES EDGE MSCI USA VALUE16,86116,86101972200.12%+22
ISHARES MSCI DENMARK ETF
MSCI DENMARK ETF
3,7503,75004094290.23%+20
ISH DIVERS COMMOD SWAP ETF40,44740,44703053250.18%+20
ISHARES CORE EM IMI ACC6,4116,41102772890.16%+13
SPDR DJ GLOBAL REAL ESTATE E
ST DOW GLOBA ETF
8,4088,819+4113853970.21%+12
LITHIA MOTORS INC(LAD)70370302222340.13%+11
ISHARES JPM USD EM BND USD A21,89621,89601381420.08%+4
ISHARES US AGG BND USD ACC44,25044,25002512540.14%+3
ISHARES USD HY CORP USD ACC18,22418,22401331350.07%+2
APA CORP(APA)9,2779,27702252270.12%+2
ISHARES JPM USD EM CRP USD A14,16214,162094950.05%+1
ENERGY SELECT SECTOR SPDR
ST STR ENERG ETF
12,71325,420+12,7071,1361,1370.62%+1
ISHARES CORE GLB AGG USD-H A14,38114,381083840.05%+1
FRANKLIN FTSE BRAZIL ETF
FTSE BRAZIL
24,30824,30804634630.25%0
CRESCENT ENERGY INC-A(CRGY)10,28510,296+1192860.05%-5
AUTOLIV INC(ALV)1,7301,73002142050.11%-8
GRAY MEDIA INC11,36611,366066550.03%-11
ADT INC(ADT)32,13832,13802802590.14%-21
ALIGHT INC - CLASS A(ALIT)17,43917,439057340.02%-23
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
48,52545,897-2,6282,5212,4941.35%-27
LYFT INC-A(LYFT)11,83011,83002602290.12%-31
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
052,915+52,91501,4560.79%+1,456
CONSUMER STAPLES SPDR
ST STR STAPL ETF
68,26068,261+15,3505,3032.87%-47
JACKSON FINANCIAL INC-A(JXN)3,7852,832-9533833020.16%-81
GENWORTH FINANCIAL INC(GNW)34,27023,302-10,9683052100.11%-95
ISHARES MSCI CHILE ETF014,250+14,25005760.31%+576
ISHARES MSCI NETHERLANDS ETF21,28718,700-2,5871,2351,0660.58%-168
ALPHA ARCHITECT 1-3 MNTH BOX
ALPHA ARCH 1-3
01,768+1,76802030.11%+203
INDUSTRIAL SELECT SECT SPDR
ST STR INDL ETF
85,40583,731-1,67413,17212,9887.03%-184
FIRST AMERICAN FINANCIAL(FAF)3,1240-3,1242010-201
ANTERO MIDSTREAM CORP(AM)10,3260-10,3262010-201
ELANCO ANIMAL HEALTH INC(ELAN)10,0160-10,0162020-202
ISHARE MSCI USA SCR UCITS-UA14,8010-14,8012040-204
JPMORGAN ACTIVE BOND ETF
ACTIVE BOND ETF
44,37840,663-3,7152,4042,1991.19%-205
ISHARES MSCI AUSTRALIA ETF7,5900-7,5902050-205
FIVE BELOW(FIVE)1,3320-1,3322060-206
TAYLOR MORRISON HOME CORP(TMHC)3,1590-3,1592090-209
TELEPHONE AND DATA SYSTEMS(TDS)5,5510-5,5512180-218
ISHARES MSCI MALAYSIA ETF
MSCI MLY ETF NEW
8,4310-8,4312190-219
AIR LEASE CORP
CL A
3,4530-3,4532200-220
ESSENT GROUP LTD(ESNT)3,5010-3,5012230-223
MOLSON COORS BEVERAGE CO - B(TAP)4,9670-4,9672250-225
KYNDRYL HOLDINGS INC(KD)7,5050-7,5052250-225
UNITED NATURAL FOODS INC(UNFI)6,1850-6,1852330-233
BRIGHTHOUSE FINANCIAL INC(BHF)4,4940-4,4942390-239
AMDOCS LTD(DOX)2,9100-2,9102390-239
DIMENSIONAL US CORE EQUITY 2
US COR EQU 2 ETF
6,4520-6,4522490-249
MOSAIC CO/THE(MOS)7,2750-7,2752520-252
SIRIUS XM HOLDINGS INC(SIRI)11,0230-11,0232570-257
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
058,791+58,79102,2691.23%+2,269
FRANKLIN FTSE CHINA ETF
FTSE CHINA
122,989122,98903,1992,9271.58%-272
ISHARES MSCI INDONESIA ETF
MSCI INDONIA ETF
15,9120-15,9122790-279
FRONTIER COMMUNICATIONS PARE7,7740-7,7742900-290
RESIDEO TECHNOLOGIES INC(REZI)6,7460-6,7462910-291
MGIC INVESTMENT CORP(MTG)10,2760-10,2762920-292
RADIAN GROUP INC(RDN)8,0710-8,0712920-292
BORGWARNER INC6,7630-6,7632970-297
OLD REPUBLIC INTL CORP(ORI)7,0020-7,0022970-297
REAL ESTATE SELECT SECT SPDR
ST STR REAL ETF
025,356+25,35601,0230.55%+1,023
EXELIXIS INC(EXEL)8,5890-8,5893550-355
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