Juncture Wealth Strategies, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The Q2 2023 versus Q3 2023 13F Holdings comparison for Juncture Wealth Strategies, LLC showcases some interesting changes in the fund's holdings. In this blog post, we will explore these changes and analyze their implications for investors.

Vanguard Index FDS (VV)

One of the noticeable changes in the fund's holdings is the increase in shares of VANGUARD INDEX FDS (VV) from 111,035 to 116,103. This represents a 4.6% increase in the number of shares held. The value of the holdings also saw a slight increase from $22,509,000 to $22,720,000, indicating a positive growth trend for this particular investment.

Select Sector SPDR TR (XLE)

Another interesting change to note is the significant increase in shares of SELECT SECTOR SPDR TR (XLE) from 0 to 128,438. This massive jump in shares held indicates a significant shift in the fund's investment strategy. The value of the XLE holdings also rose from $0 to $11,609,000.

Schwab Strategic TR (SCHB)

On the other hand, SCHWAB STRATEGIC TR (SCHB) saw a significant decrease in both the number of shares and the value of the holdings. The number of shares held dropped from 411,470 to 229,241, representing a 44.3% decrease. Similarly, the value of the holdings decreased from $21,273,000 to $11,427,000. This significant decrease in holdings suggests a change in the fund's stance on SCHB.

Schwab Strategic TR (SCHF)

SCHWAB STRATEGIC TR (SCHF) also experienced a slight decrease in holdings, with the number of shares dropping from 312,704 to 325,315. This represents a 4.0% increase in holdings. The value of the holdings remained relatively stable at $11,147,000 for Q2 2023 and $11,047,000 for Q3 2023.

Dimensional ETF Trust (DFUV)

DIMENSIONAL ETF TRUST (DFUV) underwent a minor decrease in shares from 277,057 to 277,745, representing a 0.2% increase in holdings. The value of the holdings also decreased from $9,558,000 to $9,448,000.

These are just a few of the changes observed in the Juncture Wealth Strategies, LLC Q2 2023 versus Q3 2023 13F Holdings comparison. It's important to note that these changes indicate shifts in the fund's investment strategy and should not be taken as individual investment recommendations. Investors should carefully analyze their own investment goals and consult with a financial advisor before making any investment decisions.

Overall, this comparison provides valuable insights into the dynamic nature of portfolio management and the importance of monitoring and adjusting holdings to optimize investment performance. As the market continues to evolve, investment strategies must adapt to remain competitive and generate positive returns for investors.