Simplicity Wealth
Latest statistics and disclosures from Simplicity Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, CEF, AAPL, MSFT, SPY, and represent 13.77% of Simplicity Wealth's stock portfolio.
- Added to shares of these 10 stocks: VV (+$140M), CEF (+$121M), AAPL (+$113M), MSFT (+$106M), SPY (+$95M), VTV (+$92M), VO (+$88M), VTEB (+$73M), PHYS (+$68M), NVDA (+$63M).
- Started 1005 new stock positions in DKNG, BKR, PGR, AMCR, BLDR, VIV, RACE, HEI.A, CM, ALTM.
- Reduced shares in these 10 stocks: TFLO, IHYF, ESGU, OEF, , FTSM, BAB, SPAB, VTWO, HYDB.
- Sold out of its positions in BRBS, FGD, IHYF, BAB, IGIB, HYDB, WDIV, SPBO.
- Simplicity Wealth was a net buyer of stock by $3.9B.
- Simplicity Wealth has $4.2B in assets under management (AUM), dropping by 1524.50%.
- Central Index Key (CIK): 0001913243
Tip: Access up to 7 years of quarterly data
Positions held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Simplicity Wealth
Simplicity Wealth holds 1177 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Simplicity Wealth has 1177 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Simplicity Wealth March 31, 2024 positions
- Download the Simplicity Wealth March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 3.3 | $140M | NEW | 582k | 239.76 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 2.9 | $121M | NEW | 5.9M | 20.34 |
|
| Apple (AAPL) | 2.7 | $114M | +11973% | 664k | 171.40 |
|
| Microsoft Corporation (MSFT) | 2.6 | $108M | +4496% | 257k | 420.72 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $96M | +14115% | 188k | 508.88 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.2 | $92M | NEW | 564k | 162.86 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.1 | $89M | +26407% | 354k | 249.86 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.7 | $73M | NEW | 1.4M | 50.60 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 1.6 | $68M | NEW | 3.9M | 17.30 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $65M | +1818% | 136k | 480.70 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $65M | +5060% | 72k | 901.63 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.5 | $63M | NEW | 628k | 100.71 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $59M | +219% | 112k | 525.73 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.4 | $58M | NEW | 713k | 81.78 |
|
| Amazon (AMZN) | 1.3 | $57M | +2940% | 314k | 180.38 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.3 | $54M | NEW | 487k | 110.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $47M | +7298% | 107k | 437.40 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $40M | +10432% | 52k | 777.96 |
|
| Meta Platforms Cl A (META) | 0.8 | $33M | +6611% | 69k | 485.58 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $32M | NEW | 657k | 47.89 |
|
| Ishares Silver Tr Ishares (SLV) | 0.7 | $32M | NEW | 1.6M | 19.25 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $29M | +4253% | 189k | 152.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $28M | +10260% | 67k | 420.52 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $27M | NEW | 294k | 92.72 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $25M | +2744% | 122k | 205.72 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $24M | +7497% | 218k | 110.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $24M | +5497% | 158k | 150.93 |
|
| Abbvie (ABBV) | 0.5 | $22M | +8681% | 121k | 180.33 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $22M | +2% | 111k | 195.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $21M | +4772% | 106k | 200.30 |
|
| Broadcom (AVGO) | 0.5 | $21M | +5961% | 16k | 1325.49 |
|
| Johnson & Johnson (JNJ) | 0.5 | $21M | +2695% | 130k | 158.19 |
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $20M | NEW | 155k | 128.40 |
|
| Boston Scientific Corporation (BSX) | 0.5 | $20M | NEW | 288k | 68.49 |
|
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.5 | $19M | NEW | 373k | 51.50 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $18M | +339% | 317k | 58.07 |
|
| Home Depot (HD) | 0.4 | $18M | +2102% | 48k | 383.60 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $18M | +514% | 102k | 179.11 |
|
| Embraer Sponsored Ads (ERJ) | 0.4 | $18M | NEW | 682k | 26.64 |
|
| Procter & Gamble Company (PG) | 0.4 | $18M | +1050% | 109k | 162.25 |
|
| Visa Com Cl A (V) | 0.4 | $17M | +1456% | 61k | 279.08 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $17M | NEW | 186k | 91.80 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $17M | +4467% | 205k | 81.43 |
|
| Tesla Motors (TSLA) | 0.4 | $16M | +4139% | 94k | 175.79 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $16M | -4% | 273k | 59.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $16M | +346% | 47k | 337.05 |
|
| Stryker Corporation (SYK) | 0.4 | $16M | NEW | 44k | 357.87 |
|
| UnitedHealth (UNH) | 0.4 | $16M | +1554% | 32k | 494.69 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $15M | +5858% | 26k | 581.21 |
|
| First Tr Exchange-traded A Sml Cap Val Alph (FYT) | 0.4 | $15M | NEW | 275k | 54.33 |
|
| Walt Disney Company (DIS) | 0.4 | $15M | NEW | 120k | 122.36 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.3 | $15M | NEW | 570k | 25.78 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $14M | NEW | 15k | 962.49 |
|
| Hca Holdings (HCA) | 0.3 | $14M | NEW | 42k | 333.53 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $14M | +5921% | 129k | 108.37 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.3 | $14M | +8% | 181k | 76.32 |
|
| AmerisourceBergen (COR) | 0.3 | $14M | NEW | 56k | 242.99 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $14M | NEW | 47k | 288.03 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $14M | +85% | 108k | 125.33 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $13M | +50% | 295k | 45.59 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $13M | +2339% | 28k | 481.58 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $13M | +63% | 257k | 51.60 |
|
| Merck & Co (MRK) | 0.3 | $13M | +1440% | 100k | 131.95 |
|
| Anthem (ELV) | 0.3 | $13M | NEW | 24k | 518.53 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $13M | +1869% | 59k | 210.30 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $12M | NEW | 54k | 228.59 |
|
| McKesson Corporation (MCK) | 0.3 | $12M | NEW | 23k | 536.85 |
|
| Wal-Mart Stores (WMT) | 0.3 | $12M | +1442% | 204k | 60.17 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.3 | $12M | NEW | 422k | 28.80 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $12M | +905% | 143k | 84.44 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $12M | NEW | 29k | 418.01 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $12M | NEW | 46k | 259.89 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $12M | NEW | 68k | 169.37 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $11M | +584% | 83k | 135.06 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $11M | NEW | 28k | 399.09 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $11M | +1939% | 61k | 182.61 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $11M | NEW | 121k | 91.86 |
|
| Chevron Corporation (CVX) | 0.3 | $11M | +4178% | 70k | 157.74 |
|
| Tenet Healthcare Corp Com New (THC) | 0.3 | $11M | NEW | 100k | 105.11 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $11M | +5% | 193k | 54.40 |
|
| Iqvia Holdings (IQV) | 0.2 | $10M | NEW | 40k | 252.89 |
|
| Zoetis Cl A (ZTS) | 0.2 | $10M | +5382% | 59k | 169.21 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 0.2 | $10M | NEW | 356k | 27.96 |
|
| Pepsi (PEP) | 0.2 | $9.9M | +1038% | 57k | 175.01 |
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.2 | $9.8M | NEW | 520k | 18.93 |
|
| Coca-Cola Company (KO) | 0.2 | $9.7M | +1308% | 159k | 61.18 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $9.6M | NEW | 365k | 26.25 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $9.4M | +6% | 91k | 103.79 |
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $9.4M | NEW | 35k | 270.52 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $9.2M | NEW | 185k | 50.08 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $9.1M | +237% | 85k | 107.60 |
|
| Danaher Corporation (DHR) | 0.2 | $9.0M | NEW | 36k | 249.72 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $9.0M | +286% | 146k | 61.53 |
|
| Fidelity National Information Services (FIS) | 0.2 | $8.8M | NEW | 118k | 74.18 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $8.7M | NEW | 56k | 155.91 |
|
| Netflix (NFLX) | 0.2 | $8.7M | +1197% | 14k | 607.34 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $8.6M | +4% | 190k | 45.61 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $8.6M | +1068% | 240k | 35.84 |
|
| Ishares Msci World Etf (URTH) | 0.2 | $8.4M | NEW | 58k | 144.91 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $8.4M | NEW | 105k | 79.86 |
|
| Cisco Systems (CSCO) | 0.2 | $8.3M | NEW | 166k | 49.91 |
|
| salesforce (CRM) | 0.2 | $8.3M | +1753% | 27k | 301.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $8.2M | +559% | 39k | 208.27 |
|
| Linde SHS (LIN) | 0.2 | $8.2M | +1038% | 18k | 464.31 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $8.2M | +58% | 72k | 114.14 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $8.1M | NEW | 81k | 99.43 |
|
| International Business Machines (IBM) | 0.2 | $8.1M | NEW | 42k | 190.96 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $7.9M | NEW | 11k | 732.70 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.2 | $7.9M | NEW | 322k | 24.51 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $7.8M | NEW | 23k | 344.21 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $7.8M | +79% | 48k | 164.35 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $7.7M | +7% | 152k | 50.77 |
|
| McDonald's Corporation (MCD) | 0.2 | $7.7M | NEW | 27k | 281.95 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $7.6M | NEW | 183k | 41.56 |
|
| Williams Companies (WMB) | 0.2 | $7.4M | NEW | 191k | 38.97 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $7.4M | NEW | 97k | 76.67 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $7.4M | NEW | 100k | 74.22 |
|
| Philip Morris International (PM) | 0.2 | $7.3M | NEW | 80k | 91.62 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.2 | $7.3M | NEW | 298k | 24.60 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $7.3M | NEW | 68k | 108.50 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $7.3M | NEW | 137k | 53.10 |
|
| Caterpillar (CAT) | 0.2 | $7.3M | NEW | 20k | 366.43 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $7.2M | NEW | 154k | 47.02 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $7.1M | NEW | 145k | 49.24 |
|
| Qualcomm (QCOM) | 0.2 | $6.9M | NEW | 41k | 169.30 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.2 | $6.9M | NEW | 139k | 49.89 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $6.9M | NEW | 82k | 84.09 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $6.8M | NEW | 7.0k | 970.47 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $6.8M | +1505% | 215k | 31.62 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $6.7M | +1874% | 92k | 72.63 |
|
| BP Sponsored Adr (BP) | 0.2 | $6.6M | NEW | 176k | 37.68 |
|
| Blackrock Etf Trust Ii Floating Rt Loan (BRLN) | 0.2 | $6.6M | NEW | 124k | 52.88 |
|
| Shell Spon Ads (SHEL) | 0.2 | $6.5M | NEW | 97k | 67.04 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $6.5M | +345% | 44k | 147.73 |
|
| Kla Corp Com New (KLAC) | 0.2 | $6.5M | NEW | 9.2k | 698.60 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $6.4M | NEW | 134k | 47.62 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.2 | $6.3M | NEW | 129k | 49.29 |
|
| Amgen (AMGN) | 0.2 | $6.3M | NEW | 22k | 284.32 |
|
| Medtronic SHS (MDT) | 0.2 | $6.3M | +930% | 72k | 87.15 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $6.2M | NEW | 30k | 205.98 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $6.2M | NEW | 142k | 43.35 |
|
| Bank of America Corporation (BAC) | 0.1 | $6.1M | +2332% | 162k | 37.92 |
|
| Intel Corporation (INTC) | 0.1 | $6.0M | NEW | 136k | 44.17 |
|
| Lowe's Companies (LOW) | 0.1 | $6.0M | +355% | 24k | 254.73 |
|
| Abbott Laboratories (ABT) | 0.1 | $6.0M | +2073% | 53k | 113.66 |
|
| Mosaic (MOS) | 0.1 | $6.0M | NEW | 184k | 32.46 |
|
| Oracle Corporation (ORCL) | 0.1 | $6.0M | NEW | 48k | 125.61 |
|
| Advanced Micro Devices (AMD) | 0.1 | $6.0M | NEW | 33k | 180.49 |
|
| Applied Materials (AMAT) | 0.1 | $5.8M | NEW | 28k | 206.23 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $5.8M | +523% | 17k | 346.60 |
|
| Icon SHS (ICLR) | 0.1 | $5.8M | NEW | 17k | 335.95 |
|
| Automatic Data Processing (ADP) | 0.1 | $5.7M | +873% | 23k | 249.74 |
|
| United Parcel Service CL B (UPS) | 0.1 | $5.7M | +1459% | 39k | 148.63 |
|
| Verizon Communications (VZ) | 0.1 | $5.7M | +1751% | 136k | 41.96 |
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $5.5M | NEW | 106k | 51.59 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.4M | NEW | 40k | 136.05 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $5.4M | +1610% | 81k | 67.13 |
|
| Honeywell International (HON) | 0.1 | $5.4M | +1279% | 26k | 205.25 |
|
| Micron Technology (MU) | 0.1 | $5.4M | NEW | 46k | 117.89 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $5.4M | NEW | 455k | 11.77 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $5.3M | NEW | 55k | 96.73 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $5.3M | NEW | 108k | 48.60 |
|
| Union Pacific Corporation (UNP) | 0.1 | $5.2M | +765% | 21k | 245.93 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.1 | $5.1M | +1565% | 153k | 33.74 |
|
| Goldman Sachs (GS) | 0.1 | $5.1M | NEW | 12k | 417.70 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $5.1M | +977% | 10k | 504.60 |
|
| Eaton Corp SHS (ETN) | 0.1 | $5.1M | NEW | 16k | 312.68 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $5.1M | +4% | 87k | 58.55 |
|
| EQT Corporation (EQT) | 0.1 | $5.1M | NEW | 137k | 37.07 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $5.0M | NEW | 105k | 48.21 |
|
| Etf Ser Solutions Aam Lw Dur Pfd (PFLD) | 0.1 | $5.0M | NEW | 238k | 21.15 |
|
| Uber Technologies (UBER) | 0.1 | $5.0M | NEW | 65k | 76.99 |
|
| Tc Energy Corp (TRP) | 0.1 | $5.0M | NEW | 124k | 40.20 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $5.0M | +974% | 27k | 183.89 |
|
| General Electric Com New (GE) | 0.1 | $5.0M | NEW | 28k | 175.53 |
|
| Trip Com Group Ads (TCOM) | 0.1 | $5.0M | NEW | 113k | 43.89 |
|
| FedEx Corporation (FDX) | 0.1 | $4.9M | NEW | 17k | 289.75 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $4.9M | NEW | 37k | 131.70 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.8M | +719% | 83k | 57.96 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $4.8M | NEW | 76k | 63.17 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $4.8M | NEW | 64k | 74.59 |
|
| Iac Com New (IAC) | 0.1 | $4.7M | NEW | 88k | 53.34 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $4.7M | +687% | 10k | 454.87 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $4.7M | NEW | 105k | 44.40 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $4.6M | +285% | 79k | 58.65 |
|
| Apellis Pharmaceuticals (APLS) | 0.1 | $4.6M | NEW | 78k | 58.78 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $4.6M | NEW | 47k | 97.53 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $4.6M | NEW | 36k | 125.96 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $4.5M | -9% | 180k | 25.28 |
|
| At&t (T) | 0.1 | $4.5M | NEW | 257k | 17.60 |
|
| International Flavors & Fragrances (IFF) | 0.1 | $4.5M | NEW | 52k | 85.99 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $4.5M | NEW | 23k | 195.03 |
|
| Tetra Tech (TTEK) | 0.1 | $4.4M | NEW | 24k | 184.71 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $4.4M | NEW | 73k | 60.74 |
|
| Etf Opportunities Trust Idx Dynamic Inno (DYNI) | 0.1 | $4.4M | NEW | 149k | 29.27 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $4.4M | NEW | 46k | 94.41 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $4.3M | NEW | 37k | 116.84 |
|
| SYSCO Corporation (SYY) | 0.1 | $4.3M | +611% | 54k | 81.18 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.3M | +847% | 54k | 80.63 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.3M | NEW | 33k | 131.37 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $4.3M | NEW | 75k | 57.86 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $4.3M | NEW | 64k | 67.75 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $4.3M | NEW | 23k | 186.82 |
|
| Humana (HUM) | 0.1 | $4.3M | NEW | 12k | 346.72 |
|
| Waste Management (WM) | 0.1 | $4.2M | +544% | 20k | 213.15 |
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $4.2M | NEW | 41k | 102.52 |
|
| ConocoPhillips (COP) | 0.1 | $4.2M | NEW | 33k | 127.28 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $4.2M | NEW | 8.8k | 478.67 |
|
| Las Vegas Sands (LVS) | 0.1 | $4.2M | NEW | 81k | 51.70 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $4.1M | NEW | 160k | 25.76 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $4.1M | +495% | 54k | 76.36 |
|
| Public Service Enterprise (PEG) | 0.1 | $4.1M | NEW | 62k | 66.78 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $4.1M | NEW | 35k | 118.29 |
|
| Boeing Company (BA) | 0.1 | $4.0M | +1378% | 21k | 192.99 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $4.0M | NEW | 289k | 13.89 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $4.0M | +548% | 23k | 174.20 |
|
| Church & Dwight (CHD) | 0.1 | $4.0M | +443% | 38k | 104.31 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $4.0M | NEW | 94k | 42.23 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $3.9M | NEW | 57k | 68.83 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $3.9M | +28% | 43k | 92.42 |
|
| Cadence Design Systems (CDNS) | 0.1 | $3.9M | NEW | 13k | 311.28 |
|
| Pfizer (PFE) | 0.1 | $3.9M | NEW | 142k | 27.75 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $3.9M | +277% | 51k | 76.03 |
|
| Ishares Msci Singpor Etf (EWS) | 0.1 | $3.9M | NEW | 212k | 18.36 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.8M | NEW | 11k | 347.32 |
|
| Emerson Electric (EMR) | 0.1 | $3.8M | +473% | 34k | 113.42 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $3.8M | NEW | 26k | 148.74 |
|
| Starbucks Corporation (SBUX) | 0.1 | $3.8M | +560% | 41k | 91.39 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $3.8M | NEW | 68k | 55.53 |
|
| MDU Resources (MDU) | 0.1 | $3.8M | NEW | 150k | 25.20 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $3.8M | NEW | 18k | 213.30 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $3.7M | NEW | 49k | 76.32 |
|
| Nutrien (NTR) | 0.1 | $3.7M | NEW | 69k | 54.31 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $3.7M | +1458% | 59k | 63.33 |
|
| Aon Shs Cl A (AON) | 0.1 | $3.7M | NEW | 11k | 333.71 |
|
| Analog Devices (ADI) | 0.1 | $3.6M | NEW | 18k | 197.79 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $3.6M | NEW | 59k | 61.56 |
|
| Servicenow (NOW) | 0.1 | $3.5M | +598% | 4.6k | 762.40 |
|
| Booking Holdings (BKNG) | 0.1 | $3.5M | NEW | 960.00 | 3627.97 |
|
| ABM Industries (ABM) | 0.1 | $3.5M | NEW | 78k | 44.62 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $3.4M | NEW | 106k | 32.50 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $3.4M | NEW | 63k | 54.23 |
|
| CSX Corporation (CSX) | 0.1 | $3.4M | NEW | 108k | 31.77 |
|
| Intuit (INTU) | 0.1 | $3.4M | NEW | 5.3k | 650.03 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $3.4M | +366% | 38k | 90.05 |
|
| Cummins (CMI) | 0.1 | $3.4M | +410% | 12k | 294.64 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $3.4M | NEW | 37k | 90.91 |
|
| Kenvue (KVUE) | 0.1 | $3.4M | NEW | 157k | 21.46 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $3.4M | NEW | 105k | 31.99 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.4M | NEW | 6.4k | 524.38 |
|
Past Filings by Simplicity Wealth
SEC 13F filings are viewable for Simplicity Wealth going back to 2021
- Simplicity Wealth 2024 Q1 filed April 24, 2024
- Simplicity Wealth 2023 Q4 filed Jan. 29, 2024
- Simplicity Wealth 2023 Q3 filed Oct. 19, 2023
- Simplicity Wealth 2023 Q2 filed July 26, 2023
- Simplicity Wealth 2023 Q1 filed April 27, 2023
- Simplicity Wealth 2022 Q4 filed Feb. 15, 2023
- Simplicity Wealth 2022 Q3 filed Oct. 12, 2022
- Simplicity Wealth 2022 Q2 filed July 19, 2022
- Simplicity Wealth 2022 Q1 filed May 20, 2022
- Simplicity Wealth 2021 Q4 filed Feb. 25, 2022