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Zacks Trust shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Zacks Trust shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $673k 27k 25.24

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American Centy Etf Tr Us Eqt Etf (AVUS)
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NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
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Microsoft Corporation (MSFT)
Apple (AAPL)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

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