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Simplicity Wealth

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

Top 5 stock holdings are AVUS, VOO, IVV, AVIG, ERJ, and represent 17.70% of Simplicity Wealth's stock portfolio.
Added to shares of these 10 stocks: AVUS (+$59M), AVIG (+$43M), AVSF (+$29M), AVDE (+$26M), AVLC (+$22M), DFAC (+$18M), IVV (+$17M), IWY (+$12M), AVEM (+$11M), AAPL (+$11M).
Started 284 new stock positions in TDUP, COWZ, IVW, DSI, WTFC, FBND, IBTO, ZECP, CB, USHY.
Reduced shares in these 10 stocks: , , DYNI, DYFI, , SPY, FIXD, IBM, HUBB, .
Sold out of its positions in AHCO, ANET, BBVA, BLDR, CMPO, DFAE, DFNM, D, OPER, DYFI.
Simplicity Wealth was a net buyer of stock by $818M.
Simplicity Wealth has $1.3B in assets under management (AUM), dropping by 168.20%.
Central Index Key (CIK): 0001913243

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Portfolio Holdings for Simplicity Wealth

Simplicity Wealth holds 561 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Simplicity Wealth has 561 total positions. Only the first 250 positions are shown.

Sign up to view all of the Simplicity Wealth March 31, 2025 positions
Download the Simplicity Wealth March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	4.6	$59M	NEW	641k	92.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.7	$48M	+16%	94k	513.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$47M	+56%	83k	561.90	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	3.3	$43M	NEW	1.0M	41.39	View chart
Embraer Sponsored Ads (ERJ)	2.4	$31M		671k	46.20	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	2.2	$29M	NEW	618k	46.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.0	$26M	NEW	390k	66.27	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.7	$22M	NEW	339k	64.20	View chart
Apple (AAPL)	1.6	$21M	+120%	93k	222.13	View chart
NVIDIA Corporation (NVDA)	1.6	$21M	+19%	190k	108.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$18M	+3279%	551k	32.99	View chart
Microsoft Corporation (MSFT)	1.4	$18M	+76%	47k	375.39	View chart
Ishares Tr Core Total Usd (IUSB)	1.3	$17M	+148%	366k	46.08	View chart
Amazon (AMZN)	1.0	$13M	+114%	68k	190.26	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$12M	+131%	227k	53.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$12M	+2559%	57k	210.94	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$11M	NEW	190k	60.17	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.8	$11M	+2514%	180k	59.84	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$11M	+666%	100k	105.44	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.8	$10M	+651%	111k	91.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$9.9M	NEW	113k	87.17	View chart
Procter & Gamble Company (PG)	0.7	$9.6M	+258%	57k	170.42	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.7	$9.6M	NEW	199k	48.40	View chart
Meta Platforms Cl A (META)	0.7	$9.5M	+168%	16k	576.37	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$9.2M	+24%	139k	65.76	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.7	$8.8M	+18%	140k	62.54	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$8.6M	+2187%	146k	58.94	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.6	$8.1M	+729%	99k	82.18	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$7.9M	+19%	115k	68.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$7.9M	+83%	22k	361.09	View chart
Tesla Motors (TSLA)	0.6	$7.9M	+66%	30k	259.16	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.6	$7.8M	NEW	167k	46.93	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.6	$7.8M	NEW	376k	20.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$7.5M	+340%	44k	170.89	View chart
JPMorgan Chase & Co. (JPM)	0.6	$7.3M	+78%	30k	245.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$6.7M	+1622%	67k	100.00	View chart
Visa Com Cl A (V)	0.5	$6.5M	+122%	19k	350.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$6.4M	+1774%	65k	98.92	View chart
Inseego Corp Com New (INSG)	0.5	$6.2M		762k	8.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$6.0M	NEW	65k	92.83	View chart
Etf Opportunities Trust Wealthtrust Dbs (WLTG)	0.5	$6.0M	+54%	213k	28.22	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.5	$5.9M	NEW	213k	27.82	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$5.6M	+1697%	121k	46.31	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$5.5M	+379%	116k	47.52	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$5.4M	+1706%	106k	51.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$5.3M	+9%	50k	104.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$5.3M	+2226%	41k	128.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$5.2M	-39%	9.3k	559.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$5.2M	+116%	34k	154.64	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$5.2M	+352%	123k	42.06	View chart
Wal-Mart Stores (WMT)	0.4	$5.0M	+348%	57k	87.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$5.0M	-14%	9.3k	532.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.9M	+92%	31k	156.23	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$4.9M	NEW	100k	48.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$4.8M	+2001%	117k	41.21	View chart
Johnson & Johnson (JNJ)	0.4	$4.7M	+175%	29k	165.84	View chart
Home Depot (HD)	0.4	$4.6M	+217%	13k	366.49	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$4.6M	NEW	65k	69.74	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$4.5M	+2190%	96k	46.81	View chart
Eli Lilly & Co. (LLY)	0.4	$4.5M	+114%	5.5k	825.96	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.5M	+161%	38k	118.93	View chart
Pepsi (PEP)	0.3	$4.4M	+304%	29k	149.94	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$4.3M	NEW	72k	59.40	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$4.2M	+9%	116k	36.41	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.3	$4.2M	NEW	77k	54.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$4.2M	+1642%	33k	125.97	View chart
Abbvie (ABBV)	0.3	$4.2M	+266%	20k	209.52	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.3	$4.2M	NEW	97k	43.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$4.2M	NEW	22k	190.58	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$4.2M	+131%	101k	41.13	View chart
UnitedHealth (UNH)	0.3	$4.1M	+252%	7.9k	523.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.1M	+340%	147k	27.96	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$4.0M	+274%	68k	58.69	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$3.9M	+112%	19k	202.13	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.3	$3.8M	NEW	73k	52.25	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.3	$3.8M	NEW	100k	37.84	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$3.7M	NEW	144k	25.54	View chart
Wells Fargo & Company (WFC)	0.3	$3.7M	+163%	51k	71.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.7M	+790%	20k	188.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.6M	+38%	7.8k	468.95	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$3.6M	NEW	39k	93.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$3.6M	NEW	70k	51.49	View chart
Broadcom (AVGO)	0.3	$3.6M	+240%	22k	167.43	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$3.6M	+1533%	72k	49.81	View chart
Oracle Corporation (ORCL)	0.3	$3.6M	+289%	26k	139.81	View chart
Altria (MO)	0.3	$3.5M	+152%	58k	60.02	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.3	$3.5M	NEW	69k	50.39	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$3.5M	NEW	131k	26.46	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$3.5M	NEW	33k	103.75	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$3.4M	NEW	93k	36.81	View chart
Netflix (NFLX)	0.3	$3.4M	+86%	3.7k	932.52	View chart
Costco Wholesale Corporation (COST)	0.3	$3.4M	+252%	3.6k	945.79	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.3	$3.4M	+12%	102k	33.44	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.4M	+9%	49k	69.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$3.3M	+59%	57k	58.96	View chart
Coca-Cola Company (KO)	0.3	$3.3M	+723%	46k	71.62	View chart
Mastercard Incorporated Cl A (MA)	0.3	$3.3M	+140%	6.0k	548.16	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$3.2M	NEW	64k	50.71	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$3.2M	+167%	40k	78.89	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.2	$3.1M	NEW	46k	67.42	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$3.0M	NEW	65k	47.16	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.0M	NEW	108k	27.77	View chart
Merck & Co (MRK)	0.2	$3.0M	+991%	33k	89.76	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$3.0M	NEW	84k	35.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.0M	+37%	40k	75.65	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$3.0M	NEW	308k	9.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$2.9M	NEW	117k	24.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.9M	+294%	17k	172.75	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$2.9M	+145%	30k	95.37	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$2.9M	+8%	86k	33.50	View chart
Chevron Corporation (CVX)	0.2	$2.9M	+179%	17k	167.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.9M	+39%	11k	258.63	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.9M	+163%	14k	206.47	View chart
Automatic Data Processing (ADP)	0.2	$2.8M	+151%	9.1k	305.54	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.2	$2.8M	NEW	58k	48.29	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$2.8M	NEW	52k	53.17	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$2.7M	NEW	82k	33.14	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.2	$2.7M	NEW	46k	58.48	View chart
Sofi Technologies (SOFI)	0.2	$2.7M	NEW	229k	11.63	View chart
Bank of America Corporation (BAC)	0.2	$2.7M	+821%	64k	41.73	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$2.6M	+95%	93k	28.41	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$2.6M	NEW	50k	52.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.6M	+192%	9.1k	288.14	View chart
Shopify Cl A (SHOP)	0.2	$2.6M	+230%	27k	95.48	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.6M	+440%	20k	132.46	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$2.6M	+404%	8.3k	312.03	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$2.6M	+162%	27k	96.45	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$2.6M	NEW	33k	76.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.5M	+143%	51k	49.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$2.5M	+20%	84k	29.69	View chart
Lowe's Companies (LOW)	0.2	$2.4M	+66%	11k	233.24	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.4M	+577%	21k	117.49	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$2.4M	NEW	38k	64.20	View chart
Cisco Systems (CSCO)	0.2	$2.4M	+405%	39k	61.71	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.4M	NEW	47k	51.07	View chart
Abbott Laboratories (ABT)	0.2	$2.4M	+115%	18k	132.66	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.3M	+239%	5.1k	446.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.3M	+218%	6.1k	370.79	View chart
Two Hbrs Invt Corp (TWO)	0.2	$2.2M	NEW	168k	13.36	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$2.2M	NEW	54k	41.62	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.2	$2.2M	NEW	113k	19.82	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$2.2M	+148%	6.7k	334.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.2M	+259%	43k	50.83	View chart
Reddit Cl A (RDDT)	0.2	$2.2M	NEW	21k	104.90	View chart
Annaly Capital Management In Com New (NLY)	0.2	$2.2M	NEW	107k	20.31	View chart
McDonald's Corporation (MCD)	0.2	$2.1M	+231%	6.7k	312.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$2.1M	-37%	12k	173.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.1M	+70%	7.6k	274.83	View chart
Boston Scientific Corporation (BSX)	0.2	$2.1M	NEW	20k	100.88	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$2.0M	NEW	121k	16.63	View chart
Armour Residential Reit Com Shs (ARR)	0.2	$2.0M	NEW	117k	17.10	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$2.0M	NEW	75k	26.82	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.0M	NEW	14k	146.01	View chart
Medtronic SHS (MDT)	0.2	$2.0M	+399%	22k	89.86	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.9M	+281%	20k	95.30	View chart
Kraneshares Trust Asia Pacific Etf (KHYB)	0.1	$1.9M	NEW	79k	24.11	View chart
Pfizer (PFE)	0.1	$1.9M	NEW	74k	25.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.9M	NEW	31k	60.66	View chart
Union Pacific Corporation (UNP)	0.1	$1.9M	+202%	7.9k	236.23	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$1.9M	NEW	62k	30.09	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.8M	NEW	13k	140.44	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.8M	NEW	7.1k	257.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.8M	+150%	22k	82.73	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$1.8M	NEW	52k	34.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M	+139%	9.1k	199.49	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.8M	+383%	10k	172.23	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.8M	+21%	18k	99.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.8M	NEW	68k	26.20	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.7M	NEW	30k	57.61	View chart
Marsh & McLennan Companies (MMC)	0.1	$1.7M	+399%	7.1k	244.02	View chart
Upstart Hldgs (UPST)	0.1	$1.7M	NEW	37k	46.03	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$1.7M	NEW	38k	45.19	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.7M	+115%	18k	93.66	View chart
Walt Disney Company (DIS)	0.1	$1.7M	+252%	17k	98.70	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.7M	NEW	31k	55.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.7M	+239%	19k	90.54	View chart
Verizon Communications (VZ)	0.1	$1.7M	NEW	37k	45.36	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.7M	+579%	28k	60.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.7M	+105%	29k	57.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.7M	+93%	18k	90.59	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.7M	+28%	14k	115.60	View chart
Honeywell International (HON)	0.1	$1.6M	+134%	7.7k	211.76	View chart
Qualcomm (QCOM)	0.1	$1.6M	+282%	11k	153.61	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.6M	+446%	44k	36.90	View chart
Docusign (DOCU)	0.1	$1.6M	NEW	20k	81.40	View chart
Broadridge Financial Solutions (BR)	0.1	$1.6M	NEW	6.4k	242.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.5M	-3%	30k	52.37	View chart
Caterpillar (CAT)	0.1	$1.5M	+111%	4.6k	329.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.5M	-14%	15k	100.67	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.5M	-14%	19k	80.37	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.1	$1.5M	NEW	88k	17.22	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.5M	NEW	42k	35.64	View chart
salesforce (CRM)	0.1	$1.5M	+260%	5.6k	268.34	View chart
Anthem (ELV)	0.1	$1.5M	NEW	3.4k	434.99	View chart
General Mills (GIS)	0.1	$1.5M	+44%	25k	59.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.5M	+21%	25k	58.35	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.5M	NEW	18k	80.65	View chart
Emerson Electric (EMR)	0.1	$1.4M	NEW	13k	109.64	View chart
Colgate-Palmolive Company (CL)	0.1	$1.4M	+393%	15k	93.70	View chart
United Parcel Service CL B (UPS)	0.1	$1.4M	+136%	13k	109.99	View chart
Waste Management (WM)	0.1	$1.3M	NEW	5.8k	231.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.3M	+251%	18k	73.45	View chart
Goldman Sachs (GS)	0.1	$1.3M	+118%	2.5k	546.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.3M	+174%	6.0k	221.75	View chart
Church & Dwight (CHD)	0.1	$1.3M	NEW	12k	110.09	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.3M	NEW	4.9k	270.81	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.3M	NEW	6.7k	197.45	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$1.3M	NEW	18k	72.46	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$1.3M	NEW	12k	106.79	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.3M	NEW	28k	45.97	View chart
Intel Corporation (INTC)	0.1	$1.3M	NEW	57k	22.71	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.3M	-9%	29k	43.70	View chart
Boeing Company (BA)	0.1	$1.3M	+99%	7.4k	170.56	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.2M	+379%	9.6k	129.71	View chart
Linde SHS (LIN)	0.1	$1.2M	+127%	2.7k	465.66	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.2M	+5%	40k	30.73	View chart
SYSCO Corporation (SYY)	0.1	$1.2M	+50%	16k	75.04	View chart
Datadog Cl A Com (DDOG)	0.1	$1.2M	NEW	12k	99.21	View chart
Servicenow (NOW)	0.1	$1.2M	+294%	1.5k	796.10	View chart
Marathon Digital Holdings In (MARA)	0.1	$1.2M	NEW	103k	11.50	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$1.2M	NEW	43k	27.26	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$1.2M	NEW	40k	28.92	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M	NEW	6.5k	179.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.2M	NEW	59k	19.78	View chart
Synchrony Financial (SYF)	0.1	$1.2M	+102%	22k	52.94	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.2M	NEW	4.0k	288.26	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.2M	NEW	13k	91.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.2M	NEW	15k	78.94	View chart
At&t (T)	0.1	$1.2M	+161%	41k	28.28	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$1.1M	NEW	25k	46.12	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.1M	NEW	36k	31.02	View chart
Starbucks Corporation (SBUX)	0.1	$1.1M	+383%	12k	98.09	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.1M	NEW	18k	64.08	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.1M	+308%	19k	58.54	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$1.1M	NEW	38k	29.24	View chart
Tractor Supply Company (TSCO)	0.1	$1.1M	NEW	20k	55.10	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$1.1M	NEW	44k	25.08	View chart
Booking Holdings (BKNG)	0.1	$1.1M	+33%	239.00	4615.52	View chart
Illinois Tool Works (ITW)	0.1	$1.1M	NEW	4.4k	248.02	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.1M	+170%	48k	22.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.1M	-27%	24k	45.26	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$1.1M	-34%	47k	23.42	View chart
Air Products & Chemicals (APD)	0.1	$1.1M	NEW	3.7k	294.94	View chart
Republic Services (RSG)	0.1	$1.1M	NEW	4.4k	242.16	View chart
ConocoPhillips (COP)	0.1	$1.1M	NEW	10k	105.03	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.1M	+2%	13k	85.07	View chart
Clorox Company (CLX)	0.1	$1.0M	NEW	7.1k	147.25	View chart
Uber Technologies (UBER)	0.1	$1.0M	-50%	14k	72.86	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.0M	NEW	20k	51.18	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.0M	+79%	9.5k	108.69	View chart

Past Filings by Simplicity Wealth

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

Simplicity Wealth 2025 Q1 filed April 15, 2025
Simplicity Wealth 2024 Q4 filed Feb. 7, 2025
Simplicity Wealth 2024 Q3 filed Oct. 10, 2024
Simplicity Wealth 2024 Q2 filed July 10, 2024
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

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