AMELIORA WEALTH MANAGEMENT LTD.

PrivateCIK: 1910168
232
Positions
$313.69M
Total AUM (reported)
4.29M
Total Shares

Allocation by class

TOTAL AUM$313.69M232 positions
COM$63.39M20.2%
STATE STREET SPD$24.37M7.8%
ISHS 5-10YR INVT$23.95M7.6%
ISHS 1-5YR INVS$23.11M7.4%
CORE S&P500 ETF$21.91M7.0%
PHYSCL GOLD SHS$21.02M6.7%
INVESTMENT GRADE$19.13M6.1%

Portfolio Concentration

Top 322.2%4–1029.8%11–2523.4%Rest24.6%TOP 1052.0%0%100%
Top 3$69.72M22.2%
4–10$93.51M29.8%
11–25$73.27M23.4%
Rest$77.19M24.6%

Top 3 weight

22.2%

Top 10 weight

52.0%

Voting Authority Distribution

Total shares with voting rights: 4.29M

Sole

Full voting authority

4.29M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole232
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings232
Rows:

ISHARES TR

SOLE
ISHS 5-10YR INVT
Shares449.96K
TypeSH
Market value$23.95M
7.63%
Sole
449.96K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 1-5YR INVS
Shares439.69K
TypeSH
Market value$23.11M
7.37%
Sole
439.69K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares736.15K
TypeSH
Market value$22.66M
7.22%
Sole
736.15K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares33.54K
TypeSH
Market value$21.91M
6.98%
Sole
33.54K
Shared
0.00
None
0.00

ETFS GOLD TR

SOLE
PHYSCL GOLD SHS
Shares471.01K
TypeSH
Market value$21.02M
6.70%
Sole
471.01K
Shared
0.00
None
0.00

ISHARES TR

SOLE
INVESTMENT GRADE
Shares424.62K
TypeSH
Market value$19.13M
6.10%
Sole
424.62K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EUROPE ETF
Shares108.87K
TypeSH
Market value$8.97M
2.86%
Sole
108.87K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares11.70K
TypeSH
Market value$7.61M
2.43%
Sole
11.70K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares43.51K
TypeSH
Market value$7.59M
2.42%
Sole
43.51K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDQ CLN EDGE
Shares44.52K
TypeSH
Market value$7.28M
2.32%
Sole
44.52K
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares175.39K
TypeSH
Market value$6.92M
2.20%
Sole
175.39K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares64.79K
TypeSH
Market value$6.43M
2.05%
Sole
64.79K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares10.36K
TypeSH
Market value$5.98M
1.91%
Sole
10.36K
Shared
0.00
None
0.00

DBX ETF TR

SOLE
XTRACK MSCI JAPN
Shares55.88K
TypeSH
Market value$5.64M
1.80%
Sole
55.88K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares16.81K
TypeSH
Market value$5.20M
1.66%
Sole
16.81K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares20.31K
TypeSH
Market value$5.15M
1.64%
Sole
20.31K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI GERMANY ETF
Shares124.39K
TypeSH
Market value$4.93M
1.57%
Sole
124.39K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares15.20K
TypeSH
Market value$4.37M
1.39%
Sole
15.20K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS TP200 GR ETF
Shares17.24K
TypeSH
Market value$4.29M
1.37%
Sole
17.24K
Shared
0.00
None
0.00

GLOBAL X FDS

SOLE
DEFENSE TECH ETF
Shares60.15K
TypeSH
Market value$4.26M
1.36%
Sole
60.15K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares11.34K
TypeSH
Market value$4.20M
1.34%
Sole
11.34K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares36.16K
TypeSH
Market value$4.10M
1.31%
Sole
36.16K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares13.83K
TypeSH
Market value$4.07M
1.30%
Sole
13.83K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares31.93K
TypeSH
Market value$3.97M
1.26%
Sole
31.93K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI EURO FL ETF
Shares107.57K
TypeSH
Market value$3.75M
1.20%
Sole
107.57K
Shared
0.00
None
0.00
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