Sawtooth Asset Management

Latest statistics and disclosures from Simplicity Solutions's latest quarterly 13F-HR filing:

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Positions held by Sawtooth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Simplicity Solutions

Simplicity Solutions holds 1057 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Simplicity Solutions has 1057 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 4.2 $154M +4% 761k 202.72
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Apple (AAPL) 3.5 $129M -25% 663k 193.97
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Sprott Physical Gold & Silve Tr Unit (CEF) 3.1 $112M 6.2M 18.02
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Vanguard Index Fds Mid Cap Etf (VO) 2.8 $101M +5% 458k 220.16
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $81M -27% 184k 443.28
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Microsoft Corporation (MSFT) 2.2 $81M -11% 238k 340.54
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $80M +4% 1.6M 50.22
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Vanguard Index Fds Value Etf (VTV) 2.2 $80M -5% 561k 142.10
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Sprott Physical Gold Tr Unit (PHYS) 1.6 $60M 4.0M 14.92
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $60M 738k 81.08
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.6 $60M +8% 614k 96.98
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $50M -18% 123k 407.28
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.3 $46M +7% 922k 50.14
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.2 $45M 445k 100.63
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Ishares Tr Core S&p500 Etf (IVV) 1.1 $40M -42% 90k 445.71
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Amazon (AMZN) 1.0 $38M -16% 289k 130.36
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $34M -49% 93k 369.42
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $33M +2% 687k 47.42
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $32M +33% 550k 57.73
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NVIDIA Corporation (NVDA) 0.9 $32M -22% 75k 423.02
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Ishares Silver Tr Ishares (SLV) 0.8 $29M +4% 1.5M 19.68
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $29M -20% 377k 75.57
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Eli Lilly & Co. (LLY) 0.7 $26M -3% 56k 468.98
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $26M -11% 75k 341.00
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Alphabet Cap Stk Cl C (GOOG) 0.6 $23M -2% 186k 120.97
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UnitedHealth (UNH) 0.6 $22M 47k 480.64
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $22M -14% 243k 91.82
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Johnson & Johnson (JNJ) 0.6 $22M -2% 132k 165.52
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Tesla Motors (TSLA) 0.6 $21M -36% 82k 260.85
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Spdr Gold Tr Gold Shs (GLD) 0.6 $21M +6% 120k 178.27
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $21M 278k 74.95
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $21M 105k 198.89
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $21M 413k 49.64
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $19M +2% 192k 99.65
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Merck & Co (MRK) 0.5 $19M -16% 163k 115.39
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $19M -14% 156k 119.70
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.5 $18M +2% 358k 50.30
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Meta Platforms Cl A (META) 0.5 $18M -22% 62k 286.98
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.5 $17M +4434% 109k 158.56
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Exxon Mobil Corporation (XOM) 0.5 $17M 154k 107.25
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $16M -4% 73k 220.28
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Procter & Gamble Company (PG) 0.4 $16M +25% 104k 151.74
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $15M NEW 258k 59.41
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $15M 102k 149.64
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JPMorgan Chase & Co. (JPM) 0.4 $15M +3% 102k 145.44
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Thermo Fisher Scientific (TMO) 0.4 $15M -10% 28k 521.76
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $14M +15% 90k 157.83
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Boston Scientific Corporation (BSX) 0.4 $14M 262k 54.09
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Stryker Corporation (SYK) 0.4 $14M 46k 305.09
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Vanguard Index Fds Growth Etf (VUG) 0.4 $14M +3% 49k 282.96
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Abbvie (ABBV) 0.4 $14M 103k 134.73
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Home Depot (HD) 0.4 $14M -10% 44k 310.64
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Broadcom (AVGO) 0.4 $14M -4% 16k 867.46
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Iqvia Holdings (IQV) 0.3 $13M +2% 56k 224.77
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First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.3 $12M +23% 269k 46.07
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Visa Com Cl A (V) 0.3 $12M -2% 52k 237.48
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $12M +58% 111k 109.84
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $12M +5% 167k 71.03
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.3 $12M NEW 175k 67.44
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Ishares Core Msci Emkt (IEMG) 0.3 $12M +27% 233k 49.29
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Kraneshares Tr Quadrtc Int Rt (IVOL) 0.3 $11M 552k 20.58
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $11M +8% 40k 275.18
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Ark Etf Tr Innovation Etf (ARKK) 0.3 $11M -8% 246k 44.14
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Mastercard Incorporated Cl A (MA) 0.3 $11M 27k 393.31
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Embraer Sponsored Ads (ERJ) 0.3 $11M -12% 685k 15.46
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Wal-Mart Stores (WMT) 0.3 $11M -3% 67k 157.18
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $11M -17% 64k 162.43
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $10M -4% 43k 243.74
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Kraneshares Tr Csi Chi Internet (KWEB) 0.3 $10M 385k 26.93
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $10M -17% 137k 74.17
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Danaher Corporation (DHR) 0.3 $10M -19% 42k 240.00
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $9.7M -12% 89k 108.87
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McKesson Corporation (MCK) 0.3 $9.7M -15% 23k 427.32
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $9.6M +6% 394k 24.29
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Pepsi (PEP) 0.3 $9.3M +10% 50k 185.22
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Coca-Cola Company (KO) 0.3 $9.2M 153k 60.22
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Chevron Corporation (CVX) 0.3 $9.2M -13% 58k 157.35
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $8.9M +2% 347k 25.56
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Laboratory Corp Amer Hldgs Com New (LH) 0.2 $8.8M +38% 37k 241.33
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Walt Disney Company (DIS) 0.2 $8.8M -4% 99k 89.01
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Humana (HUM) 0.2 $8.8M 20k 447.14
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AmerisourceBergen (ABC) 0.2 $8.6M 45k 192.43
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Regeneron Pharmaceuticals (REGN) 0.2 $8.6M +2% 12k 718.54
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $8.6M -19% 62k 138.38
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Zoetis Cl A (ZTS) 0.2 $8.5M +13% 49k 172.21
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McDonald's Corporation (MCD) 0.2 $8.3M -5% 28k 298.40
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Cisco Systems (CSCO) 0.2 $8.2M -8% 158k 51.74
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $8.1M -39% 85k 95.41
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.2 $8.1M +5% 345k 23.52
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $8.1M 83k 97.60
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $7.9M +2175% 173k 45.99
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Philip Morris International (PM) 0.2 $7.9M +7% 81k 97.62
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Hca Holdings (HCA) 0.2 $7.8M +506% 26k 303.48
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Pimco Etf Tr Active Bd Etf (BOND) 0.2 $7.8M +5% 85k 91.62
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Ishares Msci World Etf (URTH) 0.2 $7.3M 59k 124.52
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $7.3M +24% 10k 724.75
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Ishares Tr Eafe Value Etf (EFV) 0.2 $7.2M +15% 148k 48.94
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Vanguard World Fds Health Car Etf (VHT) 0.2 $7.2M -16% 29k 244.82
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Apellis Pharmaceuticals (APLS) 0.2 $7.2M -56% 79k 91.10
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $7.2M +11% 128k 56.08
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Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $7.1M +2942% 141k 50.09
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $6.8M -5% 94k 73.03
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $6.6M +3% 204k 32.54
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salesforce (CRM) 0.2 $6.6M 31k 211.26
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $6.5M +98% 19k 351.91
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Ishares Tr Pfd And Incm Sec (PFF) 0.2 $6.5M -9% 209k 30.93
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Pfizer (PFE) 0.2 $6.4M -5% 175k 36.68
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $6.4M -20% 88k 72.50
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Williams Companies (WMB) 0.2 $6.3M +7% 194k 32.63
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Marsh & McLennan Companies (MMC) 0.2 $6.3M +18% 34k 188.08
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $6.2M +5% 207k 30.11
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $6.2M -58% 88k 70.48
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $6.2M -55% 118k 52.11
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Fidelity National Information Services (FIS) 0.2 $6.1M 112k 54.70
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MPLX Com Unit Rep Ltd (MPLX) 0.2 $6.1M -5% 180k 33.94
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Medtronic SHS (MDT) 0.2 $6.0M +6% 68k 88.10
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $6.0M 72k 83.25
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Ishares Tr Short Treas Bd (SHV) 0.2 $6.0M -11% 54k 110.45
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Shell Spon Ads (SHEL) 0.2 $5.9M +2% 99k 60.38
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Novo-nordisk A S Adr (NVO) 0.2 $5.9M +7% 37k 161.83
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At&t (T) 0.2 $5.9M -19% 372k 15.95
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Fidelity National Financial Fnf Group Com (FNF) 0.2 $5.9M -4% 165k 36.00
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Verisk Analytics (VRSK) 0.2 $5.9M 26k 226.03
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Costco Wholesale Corporation (COST) 0.2 $5.9M -32% 11k 538.40
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Comcast Corp Cl A (CMCSA) 0.2 $5.8M +4% 139k 41.55
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $5.7M 79k 72.69
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Iac Com New (IAC) 0.2 $5.6M -2% 89k 62.80
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $5.6M +14% 55k 100.92
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United Parcel Service CL B (UPS) 0.2 $5.6M -8% 31k 179.25
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Netflix (NFLX) 0.2 $5.5M -31% 13k 440.50
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Oracle Corporation (ORCL) 0.2 $5.5M -12% 46k 119.09
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Intuitive Surgical Com New (ISRG) 0.1 $5.5M +163% 16k 341.94
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Kla Corp Com New (KLAC) 0.1 $5.4M +11% 11k 485.04
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Honeywell International (HON) 0.1 $5.4M +7% 26k 207.50
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $5.3M -11% 79k 67.50
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Abbott Laboratories (ABT) 0.1 $5.3M -55% 49k 109.02
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Amgen (AMGN) 0.1 $5.3M -7% 24k 222.02
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Lowe's Companies (LOW) 0.1 $5.3M +6% 23k 225.70
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Select Sector Spdr Tr Energy (XLE) 0.1 $5.2M -19% 64k 81.17
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Caterpillar (CAT) 0.1 $5.2M -23% 21k 246.04
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BP Sponsored Adr (BP) 0.1 $5.2M -3% 147k 35.29
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Adobe Systems Incorporated (ADBE) 0.1 $5.2M +2% 11k 488.99
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International Business Machines (IBM) 0.1 $5.2M -6% 39k 133.81
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Bank of America Corporation (BAC) 0.1 $5.1M 177k 28.69
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Las Vegas Sands (LVS) 0.1 $5.0M 87k 58.00
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $5.0M +8% 114k 43.80
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Verizon Communications (VZ) 0.1 $4.9M -20% 131k 37.19
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Linde SHS (LIN) 0.1 $4.8M +10% 13k 381.06
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FedEx Corporation (FDX) 0.1 $4.8M -39% 19k 247.89
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Astrazeneca Sponsored Adr (AZN) 0.1 $4.8M +3% 67k 71.57
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $4.8M +20% 49k 96.63
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $4.8M +9% 197k 24.17
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Bristol Myers Squibb (BMY) 0.1 $4.7M +11% 74k 63.95
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Ishares Tr Msci India Etf (INDA) 0.1 $4.7M +2% 107k 43.70
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $4.6M NEW 79k 58.66
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Boeing Company (BA) 0.1 $4.6M -37% 22k 211.16
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $4.5M -85% 24k 187.27
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Sprott Fds Tr Uranium Miners E (URNM) 0.1 $4.5M +3% 135k 33.57
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Novartis Sponsored Adr (NVS) 0.1 $4.5M -21% 45k 100.91
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Tc Energy Corp (TRP) 0.1 $4.5M +5% 111k 40.41
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $4.5M +50% 41k 110.48
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ConAgra Foods (CAG) 0.1 $4.5M +6% 132k 33.72
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $4.4M +5% 95k 46.60
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $4.4M -63% 41k 107.13
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Goldman Sachs (GS) 0.1 $4.4M 14k 322.54
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Raytheon Technologies Corp (RTX) 0.1 $4.4M +2% 45k 97.96
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Ishares Tr Core Msci Intl (IDEV) 0.1 $4.4M -22% 72k 61.12
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Ishares Tr Core Total Usd (IUSB) 0.1 $4.4M +129% 96k 45.47
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Applied Materials (AMAT) 0.1 $4.3M -4% 30k 144.54
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $4.3M -3% 104k 41.35
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $4.3M 497k 8.60
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Qualcomm (QCOM) 0.1 $4.2M -18% 35k 119.04
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Trip Com Group Ads (TCOM) 0.1 $4.2M 120k 35.00
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Aon Shs Cl A (AON) 0.1 $4.2M +19% 12k 345.19
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SYSCO Corporation (SYY) 0.1 $4.2M +189% 57k 74.20
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Public Service Enterprise (PEG) 0.1 $4.2M 66k 62.61
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $4.1M NEW 55k 75.62
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.1M -53% 16k 261.49
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $4.1M +42% 9.2k 442.14
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Starbucks Corporation (SBUX) 0.1 $4.0M -14% 41k 99.06
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Sanofi Sponsored Adr (SNY) 0.1 $4.0M 74k 53.90
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Automatic Data Processing (ADP) 0.1 $4.0M -13% 18k 219.79
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $4.0M 71k 55.33
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Ishares Msci Singpor Etf (EWS) 0.1 $3.9M +2% 212k 18.51
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Advanced Micro Devices (AMD) 0.1 $3.9M -32% 34k 113.91
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.1 $3.9M +11% 117k 33.43
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Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $3.9M +515% 48k 81.24
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Endeavor Group Hldgs Cl A Com (EDR) 0.1 $3.9M 163k 23.92
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Scotts Miracle-gro Cl A (SMG) 0.1 $3.9M +2% 62k 62.69
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $3.8M +365% 28k 134.87
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Walgreen Boots Alliance (WBA) 0.1 $3.8M +6% 133k 28.49
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Tetra Tech (TTEK) 0.1 $3.7M +2% 23k 163.74
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First Tr Value Line Divid In SHS (FVD) 0.1 $3.7M 93k 40.09
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Wells Fargo & Company (WFC) 0.1 $3.7M +26% 86k 42.68
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.7M +10% 12k 308.59
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Blackstone Group Inc Com Cl A (BX) 0.1 $3.6M -13% 39k 92.97
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $3.6M -17% 79k 46.18
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ConocoPhillips (COP) 0.1 $3.6M -2% 35k 103.61
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Ishares Tr Glb Infrastr Etf (IGF) 0.1 $3.5M 74k 46.95
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Texas Instruments Incorporated (TXN) 0.1 $3.5M -4% 19k 180.02
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AES Corporation (AES) 0.1 $3.5M +3% 167k 20.73
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International Flavors & Fragrances (IFF) 0.1 $3.4M +9% 43k 79.59
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EQT Corporation (EQT) 0.1 $3.4M +3% 83k 41.13
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Nextera Energy (NEE) 0.1 $3.4M -9% 46k 74.20
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ABM Industries (ABM) 0.1 $3.4M +2% 80k 42.65
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $3.3M +8% 213k 15.71
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Micron Technology (MU) 0.1 $3.3M -12% 53k 63.11
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Bunge (BG) 0.1 $3.3M +4% 35k 94.35
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.1 $3.3M 64k 51.41
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Black Knight (BKI) 0.1 $3.3M 55k 59.73
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $3.2M -2% 68k 48.06
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Lockheed Martin Corporation (LMT) 0.1 $3.2M -26% 6.9k 460.40
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Ishares Tr National Mun Etf (MUB) 0.1 $3.2M +198% 30k 106.73
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Northrop Grumman Corporation (NOC) 0.1 $3.1M +10% 6.9k 455.80
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Nike CL B (NKE) 0.1 $3.1M -12% 28k 110.37
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Union Pacific Corporation (UNP) 0.1 $3.1M -12% 15k 204.62
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Melco Resorts And Entmnt Adr (MLCO) 0.1 $3.1M +2% 256k 12.21
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Cadence Design Systems (CDNS) 0.1 $3.1M -5% 13k 234.52
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Ishares Tr Select Divid Etf (DVY) 0.1 $3.1M -25% 28k 113.30
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Cameco Corporation (CCJ) 0.1 $3.1M 99k 31.33
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $3.1M +371% 41k 75.23
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $3.1M +428% 135k 22.90
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Match Group (MTCH) 0.1 $3.1M 74k 41.85
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General Mills (GIS) 0.1 $3.0M +23% 40k 76.70
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General Electric Com New (GE) 0.1 $3.0M -22% 28k 109.85
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Apartment Income Reit Corp (AIRC) 0.1 $3.0M 84k 36.09
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Southwestern Energy Company (SWN) 0.1 $3.0M -2% 496k 6.01
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $3.0M -27% 22k 132.73
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.9M -6% 83k 35.65
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Altria (MO) 0.1 $2.9M -14% 65k 45.30
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $2.9M +21% 117k 25.04
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CSX Corporation (CSX) 0.1 $2.9M +15% 86k 34.10
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $2.9M +3% 50k 58.98
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Vanguard World Fds Energy Etf (VDE) 0.1 $2.9M -40% 26k 112.89
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Southern Company (SO) 0.1 $2.9M +26% 41k 70.25
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Starwood Property Trust (STWD) 0.1 $2.8M +2% 147k 19.40
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Canadian Natural Resources (CNQ) 0.1 $2.8M 50k 56.26
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Select Sector Spdr Tr Technology (XLK) 0.1 $2.8M -37% 16k 173.86
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Ishares Tr Global 100 Etf (IOO) 0.1 $2.8M 37k 76.06
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Lamar Advertising Cl A (LAMR) 0.1 $2.7M 27k 99.25
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Sap Se Spon Adr (SAP) 0.1 $2.7M -4% 20k 136.81
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Equinix (EQIX) 0.1 $2.7M +27% 3.4k 784.05
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $2.7M +197% 42k 63.53
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Uber Technologies (UBER) 0.1 $2.7M -5% 62k 43.17
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Waste Management (WM) 0.1 $2.7M -9% 15k 173.42
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Freeport-mcmoran CL B (FCX) 0.1 $2.7M +19% 66k 40.00
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American Express Company (AXP) 0.1 $2.6M -20% 15k 174.20
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $2.6M +7% 13k 205.76
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Pet Acquisition LLC -Class A (WOOF) 0.1 $2.6M +5% 297k 8.90
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Charles Schwab Corporation (SCHW) 0.1 $2.6M +92% 46k 56.68
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Past Filings by Simplicity Solutions

SEC 13F filings are viewable for Simplicity Solutions going back to 2014

View all past filings