IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Financial Gravity Wealth, Inc.

Q4 2020 Holdings

Filed 2021-02-16 | 14042 holdings | $6.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
DBX ETF Trust Xtrackers Shrt DUR HIG BD ETF(SHYL)XTRACKERS SHRT DUR HIG BD ETF233051283$3.2M109,50251.7%
DBX ETF Trust Xtrackers LW Beta HY BD ETF(HYDW)XTRACKERS LW BETA HY BD ETF233051267$2.5M84,49540.3%
Autodesk Inc COM(ADSK)COM052769106$126.6K2,2502.1%
Boeing Co COM(BA)COM097023105$71.5K2,9071.2%
Aberdeen Standard Invests Etfs Bloomberg All Comdty Strgy ETF(BCI)BLOOMBERG ALL COMDTY STRGY ETF003261104$71.0K3,3161.2%
Alibaba Group Holding LTD ADR Sponsored(BABA)ADR SPONSORED01609W102$45.4K2,1170.7%
Adidas AG ADR Sponsored(ADDYY)ADR SPONSORED00687A107$21.6K3,4840.4%
CAE Inc(CAE)COMSTOCK124765108$13.0K4660.2%
Absolute SHS TR WBI Bullbear Quality 3000 ETF(WBIL)WBI BULLBEAR QUALITY 3000 ETF00400R809$12.0K1,2500.2%
Biogen Inc(BIIB)COMSTOCK09062X103$9.0K370.1%
Apple Inc COM(AAPL)COM037833100$8.7K5,4480.1%
Coca-Cola Co COM(KO)COM191216100$8.5K9,9990.1%
Ishares Trust Core Intl Aggregate BD ETF(IAGG)CORE INTL AGGREGATE BD ETF46435G672$7.1K126,6230.1%
DBX ETF Trust Trackers USD High Yield COR(HYLB)TRACKERS USD HIGH YIELD COR233051432$7.1K121,2470.1%
Ishares Trust Barclays 0-5 YR Tips BD FD ETF(STIP)BARCLAYS 0-5 YR TIPS BD FD ETF46429B747$4.3K41,2000.1%
Spdr Series Trust Barclays Cap Intermediate ETF(SPIB)BARCLAYS CAP INTERMEDIATE ETF78464A375$4.3K114,9000.1%
Abbott Laboratories COM(ABT)COM002824100$4.0K2300.1%
Colgate-Palmolive Co COM(CL)COM194162103$3.6K6,6060.1%
Vanguard Emerging MKT Govt Bond Inde(VWOB)EMERGING MKT GOVT BOND INDE921946885$3.5K43,0430.1%
Sherwin-Williams Co COM(SHW)COM824348106$3.1K4,2760.1%
Spdr Series Trust Barclays Issuer Scored Corp(SPBO)BARCLAYS ISSUER SCORED CORP78464A144$3.1K85,1920.1%
Tesla Inc COM(TSLA)COM88160R101$3.1K4,3210.0%
Spdr Series Trust Portfolio S&P 600 SM Cap ETF(SPSM)PORTFOLIO S&P 600 SM CAP ETF78468R853$2.9K81,6220.0%
Upwork Inc COM(UPWK)COM91688F104$2.6K75,3770.0%
Wisdomtree Trust Earnings 500 Fund Usd0.001 ETF(EPS)EARNINGS 500 FUND USD0.001 ETF97717W588$2.6K64,5980.0%
Spdr Series Trust Spdr S&P 500 Grwth ETF(SPYG)SPDR S&P 500 GRWTH ETF78464A409$2.6K46,5660.0%
Spdr Series Trust Portfolio S&P 400 Mid Cap ETF(SPMD)PORTFOLIO S&P 400 MID CAP ETF78464A847$2.6K63,4300.0%
Ishares Trust Conv BD ETF(ICVT)CONV BD ETF46435G102$2.5K25,7930.0%
SSgA Active ETF TR Ultra Short Term BD ETF(ULST)ULTRA SHORT TERM BD ETF78467V707$2.3K57,9480.0%
Guggenheim S&P 500 Equal Weight ConsumerCOMSTOCK000000000$2.2K388,6180.0%
Spdr Index Shares Funds Spdr S&P EMG Markets ETF(SPEM)SPDR S&P EMG MARKETS ETF78463X509$2.2K51,2870.0%
Spdr Series Trust Barclays Conv Secs ETF(CWB)BARCLAYS CONV SECS ETF78464A359$2.2K25,9810.0%
Spdr Series Trust S&P 500 High Divid ETF(SPYD)S&P 500 HIGH DIVID ETF78468R788$2.1K64,1730.0%
Allscript Misys Healtcar(MDRX)COMSTOCK01988P108$2.0K1390.0%
Spdr Series Trust Russell 1000 LOW Volatility(LGLV)RUSSELL 1000 LOW VOLATILITY78468R804$1.9K16,2270.0%
Ishares US ETF Trust BlackRock SH Maturity BD ETF(NEAR)BLACKROCK SH MATURITY BD ETF46431W507$1.8K35,8190.0%
Ishares Trust Msci USA Quality Factor ETF(QUAL)MSCI USA QUALITY FACTOR ETF46432F339$1.8K15,2480.0%
Allianz SE ADR Unsponsored(ALIZY)ADR UNSPONSORED018820100$1.6K24,8440.0%
Spdr Series Trust Spdr S&P 500 Value ETF(SPYV)SPDR S&P 500 VALUE ETF78464A508$1.5K43,5820.0%
Wisdomtree Trust Dividend EX Finls Fund ETF(AIVL)DIVIDEND EX FINLS FUND ETF97717W406$1.3K15,0990.0%
Ishares Trust Ishares Core Msci Europe ET(IEUR)ISHARES CORE MSCI EUROPE ET46434V738$1.2K23,3250.0%
Microsoft Corp COM(MSFT)COM594918104$1.2K5,3670.0%
Amazon COM Inc COM(AMZN)COM023135106$1.1K3300.0%
Nestle SA ADR Sponsored(NSRGY)ADR SPONSORED641069406$1.1K9,1600.0%
Spdr Series Trust Portfoli S&P 1500 Comp STK ETF(SPTM)PORTFOLI S&P 1500 COMP STK ETF78464A805$83518,2560.0%
Walt Disney Company (the) COM(DIS)COM254687106$7274,0090.0%
Scotts Miracle-Gro Company COM CL A(SMG)COM CL A810186106$7083,5460.0%
Ishares Trust Ishares Core Msci PAC ETF(IPAC)ISHARES CORE MSCI PAC ETF46434V696$69410,7780.0%
Nike Inc COM CL B(NKE)COM CL B654106103$6784,8170.0%
Wisdomtree Trust Barclays US AGG Bond Zero ETF(AGZD)BARCLAYS US AGG BOND ZERO ETF97717W380$66414,0630.0%
Page 1 of 17Next