Simplicity Wealth

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

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Portfolio Holdings for Simplicity Wealth

Simplicity Wealth holds 1240 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Simplicity Wealth has 1240 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) 3.4 $150M +3% 602k 249.62
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Apple (AAPL) 3.1 $136M -2% 645k 210.62
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Sprott Physical Gold & Silve Tr Unit (CEF) 2.9 $128M 5.8M 22.05
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Microsoft Corporation (MSFT) 2.6 $115M 256k 446.95
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $94M -7% 173k 544.22
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Vanguard Index Fds Mid Cap Etf (VO) 2.1 $91M +6% 378k 242.10
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Vanguard Index Fds Value Etf (VTV) 2.1 $91M 569k 160.41
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NVIDIA Corporation (NVDA) 1.9 $84M +849% 680k 123.54
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $71M 1.4M 50.11
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Sprott Physical Gold Tr Unit (PHYS) 1.6 $69M -2% 3.8M 18.06
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Amazon (AMZN) 1.3 $60M 309k 193.25
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Ishares Tr Core S&p500 Etf (IVV) 1.3 $59M -3% 108k 547.23
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.3 $57M +4% 507k 112.63
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $56M -18% 111k 500.13
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.2 $54M -15% 533k 100.71
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $53M -9% 644k 81.65
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Eli Lilly & Co. (LLY) 1.1 $47M 52k 905.39
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $39M -23% 82k 479.12
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Ishares Silver Tr Ishares (SLV) 0.8 $36M -16% 1.4M 26.57
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Meta Platforms Cl A (META) 0.8 $36M +2% 71k 504.22
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Alphabet Cap Stk Cl C (GOOG) 0.8 $35M 191k 183.42
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $34M +7% 710k 48.54
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $34M +5661% 1.0M 32.24
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $31M +5323% 299k 102.70
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $30M +3% 164k 182.15
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $30M 293k 100.84
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $27M 66k 406.80
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Spdr Gold Tr Gold Shs (GLD) 0.6 $27M +2% 125k 215.01
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Broadcom (AVGO) 0.6 $26M 16k 1605.49
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Merck & Co (MRK) 0.5 $24M +90% 191k 123.80
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $24M 222k 106.66
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JPMorgan Chase & Co. (JPM) 0.5 $23M +8% 115k 202.26
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Abbvie (ABBV) 0.5 $23M +11% 135k 171.52
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Boston Scientific Corporation (BSX) 0.5 $23M 292k 77.01
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UnitedHealth (UNH) 0.5 $22M +38% 44k 509.27
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Johnson & Johnson (JNJ) 0.4 $19M 130k 146.16
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.4 $19M 368k 51.64
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Procter & Gamble Company (PG) 0.4 $19M +3% 113k 164.92
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $18M -2% 309k 57.99
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Tesla Motors (TSLA) 0.4 $18M -3% 91k 197.88
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Novo-nordisk A S Adr (NVO) 0.4 $18M -20% 123k 142.74
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Embraer Sponsored Ads (ERJ) 0.4 $18M 680k 25.80
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $18M 101k 174.47
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $18M NEW 337k 51.87
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $17M 189k 91.78
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Home Depot (HD) 0.4 $17M +5% 50k 344.24
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $17M +3% 214k 77.83
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Visa Com Cl A (V) 0.4 $17M +2% 63k 262.47
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Ishares Tr Core Total Usd (IUSB) 0.4 $16M +19% 352k 45.22
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Dimensional Etf Trust Global Core Plus (DFGP) 0.3 $16M NEW 292k 52.91
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Exxon Mobil Corporation (XOM) 0.3 $15M +3% 133k 115.12
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.3 $15M +3% 588k 25.72
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Regeneron Pharmaceuticals (REGN) 0.3 $15M -5% 14k 1051.03
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Stryker Corporation (SYK) 0.3 $15M 43k 340.25
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First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.3 $15M +3% 285k 51.75
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Thermo Fisher Scientific (TMO) 0.3 $15M 26k 553.02
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $15M -10% 244k 59.60
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $14M -15% 39k 364.51
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $14M NEW 531k 26.73
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $14M +5% 150k 92.54
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Hca Holdings (HCA) 0.3 $14M 42k 321.28
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Anthem (ELV) 0.3 $14M +2% 25k 541.86
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McKesson Corporation (MCK) 0.3 $13M 23k 584.03
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $13M +28% 458k 28.92
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Tenet Healthcare Corp Com New (THC) 0.3 $13M -2% 98k 133.03
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $13M +59% 167k 78.33
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $13M NEW 498k 26.29
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $13M -2% 28k 468.72
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Wal-Mart Stores (WMT) 0.3 $13M -6% 190k 67.71
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Mastercard Incorporated Cl A (MA) 0.3 $13M +4% 29k 441.17
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $13M -47% 59k 214.52
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Dimensional Etf Trust Global Real Est (DFGR) 0.3 $13M NEW 504k 24.99
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Intuitive Surgical Com New (ISRG) 0.3 $13M 28k 444.85
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AmerisourceBergen (COR) 0.3 $13M 56k 225.30
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $13M +11% 76k 164.28
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Walt Disney Company (DIS) 0.3 $12M +3% 124k 99.29
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $12M 45k 267.51
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Chevron Corporation (CVX) 0.3 $12M +8% 76k 156.42
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $12M 54k 218.04
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Pimco Etf Tr Active Bd Etf (BOND) 0.3 $12M +5% 127k 91.08
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $11M -9% 381k 29.44
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $11M -13% 72k 150.50
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Coca-Cola Company (KO) 0.2 $10M 161k 63.65
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Kraneshares Trust Quadrtc Int Rt (IVOL) 0.2 $10M +6% 554k 18.51
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Pepsi (PEP) 0.2 $10M +9% 62k 164.93
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $10M +9% 159k 64.00
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Ishares Tr National Mun Etf (MUB) 0.2 $10M +12% 95k 106.55
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Ishares Core Msci Emkt (IEMG) 0.2 $9.9M -28% 185k 53.53
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Kraneshares Trust Csi Chi Internet (KWEB) 0.2 $9.7M 359k 27.02
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Philip Morris International (PM) 0.2 $9.7M +19% 96k 101.33
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Costco Wholesale Corporation (COST) 0.2 $9.7M +5% 11k 849.96
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $9.7M -25% 80k 120.74
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Netflix (NFLX) 0.2 $9.6M 14k 674.90
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Vanguard Index Fds Growth Etf (VUG) 0.2 $9.2M +8% 25k 374.02
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Vanguard World Health Car Etf (VHT) 0.2 $9.2M 35k 266.00
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $9.2M 90k 102.30
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Fidelity National Information Services (FIS) 0.2 $9.1M +2% 121k 75.36
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $9.1M +8% 260k 35.08
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Danaher Corporation (DHR) 0.2 $8.8M 35k 249.85
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Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $8.8M NEW 276k 31.99
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BP Sponsored Adr (BP) 0.2 $8.5M +33% 236k 36.10
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Iqvia Holdings (IQV) 0.2 $8.5M 40k 211.44
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $8.4M +3% 49k 170.76
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Qualcomm (QCOM) 0.2 $8.4M +3% 42k 199.18
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $8.3M 55k 150.43
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Ishares Msci World Etf (URTH) 0.2 $8.2M -4% 56k 147.49
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Inseego Corp Com New (INSG) 0.2 $8.1M 762k 10.66
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Powershares Actively Managed Ultra Shrt Dur (GSY) 0.2 $8.0M +16% 161k 49.90
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Williams Companies (WMB) 0.2 $8.0M 189k 42.50
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MPLX Com Unit Rep Ltd (MPLX) 0.2 $7.9M 187k 42.59
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $7.8M +2% 329k 23.78
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $7.8M -35% 38k 202.89
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $7.8M +16% 96k 81.08
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $7.7M +4% 101k 76.70
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Applied Materials (AMAT) 0.2 $7.7M +16% 33k 235.99
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Freeport-mcmoran CL B (FCX) 0.2 $7.7M +2% 158k 48.60
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Linde SHS (LIN) 0.2 $7.7M 18k 438.80
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Cisco Systems (CSCO) 0.2 $7.7M -2% 162k 47.51
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $7.6M +5% 105k 72.64
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $7.6M +4% 312k 24.45
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $7.6M 67k 112.82
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $7.5M +48% 25k 303.41
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.2 $7.5M -44% 100k 74.82
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $7.4M 220k 33.93
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $7.4M -8% 74k 99.49
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $7.4M +6% 43k 173.81
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salesforce (CRM) 0.2 $7.4M +4% 29k 257.10
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $7.2M +5% 153k 47.45
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $7.1M -48% 24k 297.54
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Amgen (AMGN) 0.2 $7.1M +2% 23k 312.44
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Shell Spon Ads (SHEL) 0.2 $7.1M 98k 72.18
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Bank of America Corporation (BAC) 0.2 $7.0M +9% 177k 39.77
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Kla Corp Com New (KLAC) 0.2 $7.0M -8% 8.5k 824.55
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International Business Machines (IBM) 0.2 $7.0M -4% 40k 172.95
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Ishares Tr Eafe Value Etf (EFV) 0.2 $6.9M -32% 130k 53.04
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Oracle Corporation (ORCL) 0.2 $6.9M +2% 49k 141.20
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Caterpillar (CAT) 0.2 $6.9M +4% 21k 333.09
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McDonald's Corporation (MCD) 0.2 $6.8M -2% 27k 254.84
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Fidelity National Financial Fnf Group Com (FNF) 0.2 $6.8M 137k 49.42
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $6.7M -6% 6.5k 1022.73
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Zoetis Cl A (ZTS) 0.1 $6.6M -34% 38k 173.36
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $6.6M 92k 72.05
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $6.6M +4% 140k 47.12
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Ishares Tr Core Msci Intl (IDEV) 0.1 $6.6M +24% 100k 65.64
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Marsh & McLennan Companies (MMC) 0.1 $6.6M +3% 31k 210.72
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Novartis Sponsored Adr (NVS) 0.1 $6.6M +12% 62k 106.46
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Ishares Tr Broad Usd High (USHY) 0.1 $6.4M +139% 178k 36.28
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $6.4M -18% 58k 110.35
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Micron Technology (MU) 0.1 $6.3M +4% 48k 131.53
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $6.2M -2% 43k 145.75
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $6.2M NEW 230k 26.91
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Advanced Micro Devices (AMD) 0.1 $6.1M +13% 37k 162.21
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $6.1M +985% 67k 90.19
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $6.0M 451k 13.41
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $5.9M -31% 130k 45.40
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Goldman Sachs (GS) 0.1 $5.8M +4% 13k 452.33
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $5.8M +17% 123k 46.94
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Honeywell International (HON) 0.1 $5.7M +2% 27k 213.54
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Medtronic SHS (MDT) 0.1 $5.7M 72k 78.71
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Abbott Laboratories (ABT) 0.1 $5.7M +3% 55k 103.91
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Sanofi Sponsored Adr (SNY) 0.1 $5.6M +7% 116k 48.52
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Wells Fargo & Company (WFC) 0.1 $5.6M +12% 94k 59.39
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Comcast Corp Cl A (CMCSA) 0.1 $5.5M 142k 39.16
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SYSCO Corporation (SYY) 0.1 $5.5M +44% 77k 71.39
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Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $5.5M NEW 209k 26.32
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $5.4M -28% 109k 50.21
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FedEx Corporation (FDX) 0.1 $5.4M +6% 18k 299.84
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Astrazeneca Sponsored Adr (AZN) 0.1 $5.4M +9% 70k 77.99
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Automatic Data Processing (ADP) 0.1 $5.4M 23k 238.70
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Icon SHS (ICLR) 0.1 $5.4M 17k 313.47
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United Parcel Service CL B (UPS) 0.1 $5.3M 39k 136.85
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Trip Com Group Ads (TCOM) 0.1 $5.3M 113k 47.00
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At&t (T) 0.1 $5.3M +7% 275k 19.11
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Etf Opportunities Trust Idx Dynamic Inno (DYNI) 0.1 $5.2M +20% 179k 28.79
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Mosaic (MOS) 0.1 $5.1M -3% 178k 28.90
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EQT Corporation (EQT) 0.1 $5.1M 139k 36.98
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Verizon Communications (VZ) 0.1 $5.1M -8% 124k 41.24
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Adobe Systems Incorporated (ADBE) 0.1 $5.1M -9% 9.2k 555.53
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Lowe's Companies (LOW) 0.1 $5.1M 23k 220.46
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Union Pacific Corporation (UNP) 0.1 $5.1M +4% 22k 226.26
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $5.0M +11% 200k 25.09
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International Flavors & Fragrances (IFF) 0.1 $5.0M 53k 95.21
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Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 0.1 $5.0M 237k 21.02
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Ge Aerospace Com New (GE) 0.1 $4.9M +9% 31k 158.97
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Lockheed Martin Corporation (LMT) 0.1 $4.9M 11k 467.08
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Raytheon Technologies Corp (RTX) 0.1 $4.8M +2% 48k 100.39
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Tc Energy Corp (TRP) 0.1 $4.8M 127k 37.90
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $4.7M +2% 81k 58.64
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Uber Technologies (UBER) 0.1 $4.7M 64k 72.68
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Scotts Miracle-gro Cl A (SMG) 0.1 $4.6M +11% 71k 65.06
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Texas Instruments Incorporated (TXN) 0.1 $4.6M +4% 24k 194.53
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Select Sector Spdr Tr Technology (XLK) 0.1 $4.6M -48% 20k 226.22
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Tetra Tech (TTEK) 0.1 $4.6M -5% 23k 204.48
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Kenvue (KVUE) 0.1 $4.5M +59% 250k 18.18
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Public Service Enterprise (PEG) 0.1 $4.5M 61k 73.70
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $4.5M +6% 79k 56.68
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $4.5M +6% 25k 182.01
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Vanguard World Energy Etf (VDE) 0.1 $4.4M -6% 35k 127.57
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Select Sector Spdr Tr Energy (XLE) 0.1 $4.4M +5% 49k 91.15
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $4.4M 38k 117.49
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Sap Se Spon Adr (SAP) 0.1 $4.4M -4% 22k 201.71
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Analog Devices (ADI) 0.1 $4.4M +5% 19k 228.26
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ConocoPhillips (COP) 0.1 $4.4M +15% 38k 114.38
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Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $4.4M 59k 73.82
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $4.3M -14% 90k 48.13
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Ishares Tr Mbs Etf (MBB) 0.1 $4.3M +9% 47k 91.81
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Waste Management (WM) 0.1 $4.3M 20k 213.35
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $4.3M NEW 109k 39.27
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Sprott Fds Tr Uranium Miners E (URNM) 0.1 $4.3M -32% 87k 49.24
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MDU Resources (MDU) 0.1 $4.2M +12% 168k 25.10
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Bunge Global Sa Com Shs (BG) 0.1 $4.2M -4% 39k 106.77
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.2M 72k 58.52
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $4.2M +15% 68k 61.64
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Ishares Msci Singpor Etf (EWS) 0.1 $4.2M +2% 216k 19.20
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Ishares Bitcoin Tr SHS (IBIT) 0.1 $4.1M +100% 121k 34.14
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Blackstone Group Inc Com Cl A (BX) 0.1 $4.1M 33k 123.80
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Pimco Etf Tr Multisector Bd (PYLD) 0.1 $4.1M 160k 25.64
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Eaton Corp SHS (ETN) 0.1 $4.1M -20% 13k 313.55
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Intel Corporation (INTC) 0.1 $4.0M -4% 131k 30.97
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $4.0M -20% 69k 58.23
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Powershares Actively Managed Total Return (GTO) 0.1 $4.0M +268% 87k 46.36
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Church & Dwight (CHD) 0.1 $4.0M 39k 103.68
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ABM Industries (ABM) 0.1 $4.0M 79k 50.57
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Cadence Design Systems (CDNS) 0.1 $4.0M 13k 307.75
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AES Corporation (AES) 0.1 $4.0M +23% 225k 17.57
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Boeing Company (BA) 0.1 $3.9M +4% 22k 182.01
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $3.9M 34k 113.46
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $3.9M +3% 300k 12.94
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Pfizer (PFE) 0.1 $3.9M -2% 138k 27.98
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Hilton Worldwide Holdings (HLT) 0.1 $3.8M 17k 218.19
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Colgate-Palmolive Company (CL) 0.1 $3.8M +3% 39k 97.04
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $3.8M +65% 119k 31.92
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $3.8M +8% 115k 33.00
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First Tr Value Line Divid In SHS (FVD) 0.1 $3.8M 92k 40.75
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Manchester Utd Ord Cl A (MANU) 0.1 $3.8M 232k 16.14
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.1 $3.7M 67k 55.29
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Booking Holdings (BKNG) 0.1 $3.7M -2% 937.00 3961.85
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Emerson Electric (EMR) 0.1 $3.7M 34k 110.16
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Lauder Estee Cos Cl A (EL) 0.1 $3.7M +69% 35k 106.40
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Totalenergies Se Sponsored Ads (TTE) 0.1 $3.7M -4% 55k 66.68
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Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 0.1 $3.6M +213% 131k 27.59
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Las Vegas Sands (LVS) 0.1 $3.6M 82k 44.25
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Ishares Tr Core Msci Total (IXUS) 0.1 $3.6M +12% 54k 67.56
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $3.6M -5% 49k 74.18
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Nutrien (NTR) 0.1 $3.6M +2% 70k 50.91
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Servicenow (NOW) 0.1 $3.6M 4.5k 786.73
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Ncino (NCNO) 0.1 $3.5M NEW 112k 31.45
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $3.5M +798% 86k 40.78
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $3.5M 105k 32.89
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Royal Caribbean Cruises (RCL) 0.1 $3.4M -8% 22k 159.43
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Past Filings by Simplicity Wealth

SEC 13F filings are viewable for Simplicity Wealth going back to 2021