INNEALTA CAPITAL, LLC

data from 30/09/2025

Capitalization

$ 200.102 M 5.54 %

Average holding period

9 ans

Performance

$ 116.514 M 67.34 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in INNEALTA CAPITAL, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 XLK TECHNOLOGY SELECT SECT SPDR 10.61% 21.226 M $ 75308 2018/12/31 2.797 M $ 11.31 %
2025/09/30 XLC COMM SERV SELECT SECTOR SPDR 8.93% 17.870 M $ 150964 2018/12/31 1.141 M $ 9.07 %
2025/09/30 XLF FINANCIAL SELECT SECTOR SPDR 7.77% 15.554 M $ 288737 2018/12/31 648.534 K $ 2.86 %
2025/09/30 XLI INDUSTRIAL SELECT SECT SPDR 6.58% 13.172 M $ 85405 2020/09/30 225.435 K $ 4.55 %
2025/09/30 XLY CONSUMER DISCRETIONARY SELT 4.75% 9.497 M $ 39629 2018/12/31 774.268 K $ 10.27 %
2025/09/30 XLV HEALTH CARE SELECT SECTOR 4.65% 9.306 M $ 66870 2018/12/31 317.072 K $ 3.25 %
2025/09/30 FLJP FRANKLIN FTSE JAPAN ETF 3.56% 7.116 M $ 205890 2021/03/31 530.272 K $ 7.50 %
2025/09/30 XLU UTILITIES SELECT SECTOR SPDR 3.32% 6.646 M $ 76209 2022/12/31 0.000 $ 0.00 %
2025/09/30 XLP CONSUMER STAPLES SPDR 2.67% 5.350 M $ 68260 2021/12/31 -167.008 K $ -3.21 %
2025/09/30 VTI VANGUARD TOTAL STOCK MKT ETF 2.63% 5.260 M $ 16028 2019/12/31 366.096 K $ 7.98 %
2025/09/30 FLGB FRANKLIN FTSE UNITED KINGDOM 2.35% 4.704 M $ 145576 2022/09/30 243.017 K $ 5.48 %
2025/09/30 VEA VANGUARD FTSE DEVELOPED ETF 2.10% 4.200 M $ 70095 2023/06/30 216.672 K $ 5.10 %
2025/09/30 FLGR FRANKLIN FTSE GERMANY ETF 1.99% 3.980 M $ 120789 2021/12/31 -68.849 K $ -1.70 %
2025/09/30 IWP ISHARES RUSSELL MID-CAP GROW 1.98% 3.962 M $ 27823 2025/06/30 57.594 K $ 2.69 %
2025/09/30 FLCA FRANKLIN FTSE CANADA ETF 1.63% 3.269 M $ 71991 2021/03/31 262.803 K $ 8.74 %
2025/09/30 FLCH FRANKLIN FTSE CHINA ETF 1.60% 3.199 M $ 122989 2022/06/30 528.852 K $ 19.81 %
2025/09/30 EWP ISHARES MSCI SPAIN ETF 1.39% 2.775 M $ 56064 2023/12/31 297.414 K $ 12.42 %
2025/09/30 EWQ ISHARES MSCI FRANCE ETF 1.33% 2.670 M $ 60778 2021/09/30 95.730 K $ 2.64 %
2025/09/30 FLIN FRANKLIN FTSE INDIA ETF 1.26% 2.528 M $ 67795 2022/12/31 -172.186 K $ -6.38 %
2025/09/30 EWI ISHARES MSCI ITALY ETF 1.26% 2.521 M $ 48525 2023/03/31 192.846 K $ 7.91 %
2025/09/30 FLSW FRANKLIN FTSE SWITZERLAND 1.24% 2.490 M $ 64924 2021/03/31 26.914 K $ 1.08 %
2025/09/30 SPYV SPDR PORT S&P 500 VALUE 1.24% 2.479 M $ 44799 2021/06/30 141.122 K $ 5.71 %
2025/09/30 JBND JPMORGAN ACTIVE BOND ETF 1.20% 2.404 M $ 44378 2024/09/30 25.416 K $ 1.06 %
2025/09/30 EWY ISHARES MSCI SOUTH KOREA ETF 1.19% 2.379 M $ 29697 2020/03/31 227.893 K $ 11.59 %
2025/09/30 FLTW FRANKLIN FTSE TAIWAN ETF 1.09% 2.176 M $ 37052 2021/03/31 242.346 K $ 12.53 %
2025/09/30 VWO VANGUARD FTSE EMERGING MARKE 1.06% 2.130 M $ 39319 2019/12/31 139.745 K $ 9.54 %
2025/09/30 EWW ISHARES MSCI MEXICO ETF 0.96% 1.922 M $ 28184 2025/06/30 157.444 K $ 12.63 %
2025/09/30 FXI ISHARES CHINA LARGE-CAP ETF 0.89% 1.782 M $ 43304 2020/03/31 225.942 K $ 11.92 %
2025/09/30 FLAU FRANKLIN FTSE AUSTRALIA ETF 0.88% 1.770 M $ 55032 2021/03/31 63.286 K $ 3.71 %
2025/09/30 BND VANGUARD TOTAL BOND MARKET 0.79% 1.579 M $ 21225 2018/12/31 19.011 K $ 1.01 %
2025/09/30 EWS ISHARES MSCI SINGAPORE ETF 0.75% 1.502 M $ 53010 2023/12/31 166.519 K $ 9.08 %
2025/09/30 GLD SPDR GOLD SHARES 0.72% 1.432 M $ 4028 2024/06/30 213.802 K $ 16.61 %
2025/09/30 VT VANGUARD TOT WORLD STK ETF 0.71% 1.430 M $ 10380 2025/09/30 0.000 $ 0.00 %
2025/09/30 EZA ISHARES MSCI SOUTH AFRICA ET 0.70% 1.391 M $ 21697 2022/09/30 94.071 K $ 19.26 %
2025/09/30 XLRE REAL ESTATE SELECT SECT SPDR 0.69% 1.377 M $ 32690 2023/12/31 35.806 K $ 1.71 %
2025/09/30 JPIB JPMORGAN INTL BND ETF 0.69% 1.373 M $ 28007 2025/09/30 0.000 $ 0.00 %
2025/09/30 EWH ISHARES MSCI HONG KONG ETF 0.66% 1.316 M $ 61070 2024/12/31 49.180 K $ 8.51 %
2025/09/30 EWN ISHARES MSCI NETHERLANDS ETF 0.62% 1.235 M $ 21287 2023/09/30 82.906 K $ 6.44 %
2025/09/30 XLE ENERGY SELECT SECTOR SPDR 0.57% 1.136 M $ 12713 2018/12/31 61.730 K $ 5.34 %
2025/09/30 ISHARES CORE S&P 500 0.51% 1.027 M $ 1444 2024/06/30 74.510 K $ 7.82 %
2025/09/30 IJH ISHARES CORE S&P MIDCAP ETF 0.51% 1.012 M $ 15502 2019/09/30 54.276 K $ 5.22 %
2025/09/30 LQD ISHARES IBOXX INVESTMENT GRA 0.48% 968.117 K $ 8685 2022/09/30 16.282 K $ 1.70 %
2025/09/30 FLKR FRANKLIN FTSE SOUTH KOREA 0.47% 945.892 K $ 35046 2021/03/31 89.431 K $ 10.43 %
2025/09/30 EWD ISHARES MSCI SWEDEN ETF 0.46% 928.990 K $ 19682 2023/12/31 42.461 K $ 3.19 %
2025/09/30 ECH ISHARES MSCI CHILE ETF 0.36% 720.736 K $ 21867 2025/06/30 65.081 K $ 4.80 %
2025/09/30 EMB ISHARES JP MORGAN USD EMERGI 0.28% 552.007 K $ 5799 2023/12/31 15.219 K $ 2.77 %
2025/09/30 ISHARES NASDAQ 100 USD ACC 0.27% 530.665 K $ 377 2024/06/30 0.000 $ 0.00 %
2025/09/30 EWT ISHARES MSCI TAIWAN ETF 0.26% 516.594 K $ 8120 2023/12/31 57.149 K $ 10.84 %
2025/09/30 BBCA JPMORGAN BETABUILDERS CANADA 0.25% 502.445 K $ 5760 2023/06/30 37.449 K $ 8.09 %
2025/09/30 FLBR FRANKLIN FTSE BRAZIL ETF 0.23% 463.038 K $ 24308 2021/03/31 29.138 K $ 6.07 %
2025/09/30 PSKY PARAMOUNT SKYDANCE CL B 0.21% 424.773 K $ 22451 2025/09/30 0.000 $ 0.00 %
2025/09/30 EDEN ISHARES MSCI DENMARK ETF 0.20% 408.845 K $ 3750 2023/12/31 -14.748 K $ -4.13 %
2025/09/30 RWO SPDR DJ GLOBAL REAL ESTATE E 0.19% 384.834 K $ 8408 2024/12/31 14.392 K $ 3.69 %
2025/09/30 JXN JACKSON FINANCIAL INC-A 0.19% 383.156 K $ 3785 2024/09/30 47.085 K $ 14.01 %
2025/09/30 SATS ECHOSTAR CORP-A 0.19% 382.029 K $ 5003 2025/03/31 519.542 K $ 175.67 %
2025/09/30 BOXX ALPHA ARCHITECT 1-3 MNTH BOX 0.19% 373.916 K $ 3284 2025/06/30 8.193 K $ 1.05 %
2025/09/30 EXEL EXELIXIS INC 0.18% 354.726 K $ 8589 2025/09/30 0.000 $ 0.00 %
2025/09/30 EPU ISHARES MSCI PERU AND GLOBAL 0.18% 354.671 K $ 5767 2025/09/30 0.000 $ 0.00 %
2025/09/30 LNC LINCOLN NATIONAL CORP 0.18% 350.790 K $ 8698 2025/03/31 49.839 K $ 16.56 %
2025/09/30 ISH DIVERS COMMOD SWAP ETF 0.15% 305.143 K $ 40447 2024/06/30 9.707 K $ 3.29 %
2025/09/30 GNW GENWORTH FINANCIAL INC 0.15% 305.003 K $ 34270 2022/06/30 41.572 K $ 14.40 %
2025/09/30 ORI OLD REPUBLIC INTL CORP 0.15% 297.375 K $ 7002 2025/06/30 28.617 K $ 10.48 %
2025/09/30 BWA BORGWARNER INC 0.15% 297.301 K $ 6763 2024/03/31 78.086 K $ 31.30 %
2025/09/30 VANG FTSE EUR EURA 0.15% 293.643 K $ 4936 2024/06/30 0.000 $ 0.00 %
2025/09/30 RDN RADIAN GROUP INC 0.15% 292.332 K $ 8071 2023/12/31 1.783 K $ 0.56 %
2025/09/30 MTG MGIC INVESTMENT CORP 0.15% 291.530 K $ 10276 2023/09/30 5.773 K $ 1.90 %
2025/09/30 REZI RESIDEO TECHNOLOGIES INC 0.15% 291.292 K $ 6746 2025/09/30 0.000 $ 0.00 %
2025/09/30 FYBR FRONTIER COMMUNICATIONS PARE 0.15% 290.359 K $ 7774 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADT ADT INC 0.14% 279.922 K $ 32138 2023/06/30 7.713 K $ 2.83 %
2025/09/30 EIDO ISHARES MSCI INDONESIA ETF 0.14% 279.256 K $ 15912 2025/09/30 0.000 $ 0.00 %
2025/09/30 ISHARES CORE EM IMI ACC 0.14% 276.546 K $ 6411 2024/06/30 24.682 K $ 9.80 %
2025/09/30 AXS AXIS CAPITAL HOLDINGS LTD 0.13% 269.773 K $ 2816 2025/06/30 -22.584 K $ -7.72 %
2025/09/30 LYFT LYFT INC-A 0.13% 260.378 K $ 11830 2025/09/30 0.000 $ 0.00 %
2025/09/30 SIRI SIRIUS XM HOLDINGS INC 0.13% 256.560 K $ 11023 2025/03/31 4.127 K $ 1.35 %
2025/09/30 MOS MOSAIC CO/THE 0.13% 252.297 K $ 7275 2024/06/30 0.000 $ 0.00 %
2025/09/30 ISHARES US AGG BND USD ACC 0.13% 251.305 K $ 44250 2024/06/30 5.752 K $ 2.34 %
2025/09/30 DFAC DIMENSIONAL US CORE EQUITY 2 0.12% 248.854 K $ 6452 2024/06/30 17.613 K $ 7.62 %
2025/09/30 DOX AMDOCS LTD 0.12% 238.766 K $ 2910 2025/09/30 0.000 $ 0.00 %
2025/09/30 BHF BRIGHTHOUSE FINANCIAL INC 0.12% 238.542 K $ 4494 2024/03/31 0.000 $ 0.00 %
2025/09/30 UNFI UNITED NATURAL FOODS INC 0.12% 232.680 K $ 6185 2025/09/30 0.000 $ 0.00 %
2025/09/30 KD KYNDRYL HOLDINGS INC 0.11% 225.375 K $ 7505 2025/06/30 -89.534 K $ -28.43 %
2025/09/30 APA APA CORP 0.11% 225.246 K $ 9277 2025/06/30 77.384 K $ 32.75 %
2025/09/30 TAP MOLSON COORS BEVERAGE CO - B 0.11% 224.757 K $ 4967 2025/09/30 0.000 $ 0.00 %
2025/09/30 ESNT ESSENT GROUP LTD 0.11% 222.524 K $ 3501 2025/09/30 0.000 $ 0.00 %
2025/09/30 LAD LITHIA MOTORS INC 0.11% 222.148 K $ 703 2024/06/30 -15.339 K $ -6.46 %
2025/09/30 AL AIR LEASE CORP 0.11% 219.783 K $ 3453 2024/03/31 17.817 K $ 8.82 %
2025/09/30 EWM ISHARES MSCI MALAYSIA ETF 0.11% 218.532 K $ 8431 2025/06/30 13.320 K $ 6.49 %
2025/09/30 TDS TELEPHONE AND DATA SYSTEMS 0.11% 217.821 K $ 5551 2024/06/30 22.402 K $ 10.29 %
2025/09/30 ALV AUTOLIV INC 0.11% 213.655 K $ 1730 2025/09/30 0.000 $ 0.00 %
2025/09/30 TMHC TAYLOR MORRISON HOME CORP 0.10% 208.526 K $ 3159 2023/12/31 22.004 K $ 7.47 %
2025/09/30 FIVE FIVE BELOW 0.10% 206.060 K $ 1332 2025/09/30 0.000 $ 0.00 %
2025/09/30 EWA ISHARES MSCI AUSTRALIA ETF 0.10% 204.930 K $ 7590 2018/12/31 0.000 $ 0.00 %
2025/09/30 AA ALCOA CORP 0.10% 204.313 K $ 6212 2025/03/31 28.020 K $ 11.45 %
2025/09/30 ISHARE MSCI USA SCR UCITS-UA 0.10% 204.098 K $ 14801 2024/06/30 14.949 K $ 7.90 %
2025/09/30 ELAN ELANCO ANIMAL HEALTH INC 0.10% 201.722 K $ 10016 2023/12/31 58.693 K $ 41.04 %
2025/09/30 AM ANTERO MIDSTREAM CORP 0.10% 200.737 K $ 10326 2025/06/30 5.059 K $ 2.59 %
2025/09/30 FAF FIRST AMERICAN FINANCIAL 0.10% 200.686 K $ 3124 2025/06/30 10.111 K $ 4.64 %
2025/09/30 ISHARES EDGE MSCI USA VALUE 0.10% 197.459 K $ 16861 2024/06/30 18.378 K $ 10.26 %
2025/09/30 ISHARES JPM USD EM BND USD A 0.07% 137.923 K $ 21896 2024/06/30 5.474 K $ 4.13 %
2025/09/30 ISHARES USD HY CORP USD ACC 0.07% 132.525 K $ 18224 2024/06/30 3.280 K $ 2.54 %