Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Simplicity Wealth

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

Top 5 stock holdings are AVUS, IVV, VOO, AVIG, AVDE, and represent 19.37% of Simplicity Wealth's stock portfolio.
Added to shares of these 10 stocks: AVUS (+$54M), AVIG (+$32M), AVDE (+$23M), AVSF (+$20M), AVEM (+$9.3M), AVUV (+$7.5M), AVSC (+$7.3M), SMMD (+$6.1M), IUSB (+$5.1M), AGG.
Started 29 new stock positions in FERG, VSTO, VNQI, CUBE, MBSD, SPMO, VRIG, SDS, ISMD, Grayscale Ethereum Mini Tr E.
Reduced shares in these 10 stocks: VV (-$150M), AAPL (-$137M), CEF (-$128M), VTV (-$98M), VO (-$98M), MSFT (-$94M), SPY (-$90M), PHYS (-$77M), VTEB (-$71M), NVDA (-$58M).
Sold out of its positions in ADMA, ABM, AES, POWW, ANIP, ARKK, ASX, FAX, ARAY, PEO.
Simplicity Wealth was a net seller of stock by $-3.5B.
Simplicity Wealth has $1.1B in assets under management (AUM), dropping by -75.61%.
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 494 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	5.5	$60M	+837%	629k	95.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.3	$46M	-26%	80k	576.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.0	$43M	-26%	81k	527.67	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	3.3	$36M	+874%	839k	42.51	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.3	$25M	+1002%	371k	67.03	View chart
NVIDIA Corporation (NVDA)	2.3	$25M	-70%	204k	121.44	View chart
Embraer Sponsored Ads (ERJ)	2.2	$24M		677k	35.37	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	2.1	$23M	+765%	477k	47.13	View chart
Ishares Tr Core Total Usd (IUSB)	2.0	$22M	+30%	460k	47.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.7	$18M	-49%	526k	34.29	View chart
Microsoft Corporation (MSFT)	1.5	$17M	-85%	38k	430.31	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	1.5	$16M		290k	55.55	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.3	$14M	-7%	226k	59.87	View chart
Apple (AAPL)	1.2	$13M	-91%	57k	233.00	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.2	$13M		60k	220.05	View chart
Inseego Corp Com New (INSG)	1.2	$12M		762k	16.33	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$10M	+892%	160k	64.60	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$9.3M	-90%	16k	573.76	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$9.0M	-16%	133k	67.51	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$8.9M	+18%	154k	57.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$8.6M	-10%	80k	107.65	View chart
Amazon (AMZN)	0.8	$8.5M	-85%	46k	186.33	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$8.5M	+766%	88k	95.95	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$8.2M	-20%	75k	108.63	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.8	$8.2M	+823%	151k	54.02	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$8.0M	-24%	140k	57.41	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.7	$7.9M	-2%	98k	81.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$7.9M	-46%	21k	375.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$7.8M	-11%	44k	179.30	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.7	$7.8M	+365%	115k	67.73	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$7.6M	-21%	203k	37.56	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.7	$7.3M	+74%	152k	48.30	View chart
Ishares Tr Core Msci Intl (IDEV)	0.7	$7.2M		102k	70.83	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.6	$7.0M	-15%	158k	44.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$6.5M	-54%	68k	95.75	View chart
JPMorgan Chase & Co. (JPM)	0.6	$6.5M	-73%	31k	210.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$6.5M	-78%	14k	460.26	View chart
Tesla Motors (TSLA)	0.6	$6.3M	-73%	24k	261.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$5.9M	-57%	71k	83.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$5.8M	-77%	50k	116.96	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$5.5M	-9%	112k	49.47	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$5.5M	-10%	117k	47.21	View chart
Procter & Gamble Company (PG)	0.5	$5.5M	-72%	32k	173.20	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.5	$5.5M	+42%	188k	29.08	View chart
Meta Platforms Cl A (META)	0.5	$5.3M	-86%	9.3k	572.46	View chart
Etf Opportunities Trust Idx Dynamic Inno (DYNI)	0.5	$5.2M	+2%	184k	28.08	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$5.2M	-9%	98k	52.58	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$5.1M	+12%	123k	41.69	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$5.1M	-72%	86k	59.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$5.0M	+478%	50k	101.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$4.7M	-74%	85k	55.63	View chart
Visa Com Cl A (V)	0.4	$4.6M	-73%	17k	274.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$4.5M	+838%	64k	70.67	View chart
Johnson & Johnson (JNJ)	0.4	$4.4M	-78%	28k	162.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.2M	-86%	25k	167.19	View chart
Wal-Mart Stores (WMT)	0.4	$4.2M	-72%	52k	80.75	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$4.2M	-7%	44k	95.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$4.0M	-62%	30k	132.25	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$4.0M	-73%	142k	28.15	View chart
Pepsi (PEP)	0.4	$4.0M	-62%	23k	170.05	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$4.0M	-24%	151k	26.14	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$3.8M	-9%	63k	60.42	View chart
Home Depot (HD)	0.4	$3.8M	-81%	9.4k	405.17	View chart
UnitedHealth (UNH)	0.3	$3.7M	-85%	6.4k	584.64	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$3.7M	-88%	34k	109.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.7M	-4%	51k	72.63	View chart
Eli Lilly & Co. (LLY)	0.3	$3.7M	-91%	4.1k	885.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$3.6M	-74%	127k	28.14	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$3.4M	-18%	75k	45.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.4M	-91%	7.0k	488.08	View chart
Etf Opportunities Trust Idx Dynamic Fixe (DYFI)	0.3	$3.4M	NEW	142k	23.94	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.3	$3.3M	+827%	70k	47.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.3M	-82%	18k	189.80	View chart
Lowe's Companies (LOW)	0.3	$3.3M	-47%	12k	270.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.3M	-87%	20k	165.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.2M	-76%	18k	179.16	View chart
Merck & Co (MRK)	0.3	$3.2M	-85%	28k	113.56	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$3.2M	-53%	27k	117.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$3.1M	-6%	24k	128.20	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.1M	-31%	14k	225.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$3.1M	+15%	122k	25.04	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$3.0M	-67%	89k	34.07	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.9M	-81%	25k	117.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.9M	-39%	15k	197.17	View chart
Broadcom (AVGO)	0.3	$2.9M	+5%	17k	172.50	View chart
Abbvie (ABBV)	0.3	$2.9M	-89%	14k	197.47	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$2.8M	+21%	46k	61.11	View chart
Coca-Cola Company (KO)	0.2	$2.7M	-76%	38k	71.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$2.6M	-25%	31k	84.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$2.6M	+3%	27k	98.12	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$2.6M	+43%	49k	53.53	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.6M	-81%	5.3k	493.74	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.5M	-59%	4.3k	584.57	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.4M	+56%	48k	50.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$2.4M	-82%	81k	29.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.4M	-52%	38k	63.00	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$2.4M	+4%	53k	45.24	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$2.4M	+11%	101k	23.45	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$2.3M	+319%	56k	41.76	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.3M		56k	41.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.3M	-23%	46k	49.70	View chart
Wells Fargo & Company (WFC)	0.2	$2.3M	-57%	40k	56.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.2M	-79%	15k	151.62	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$2.2M	-19%	75k	29.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$2.2M	-75%	6.2k	353.48	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.2M	-32%	22k	98.10	View chart
Uber Technologies (UBER)	0.2	$2.2M	-55%	29k	75.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.2M	-73%	28k	78.05	View chart
Automatic Data Processing (ADP)	0.2	$2.1M	-66%	7.7k	276.75	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$2.1M	-68%	56k	37.65	View chart
International Business Machines (IBM)	0.2	$2.1M	-76%	9.5k	221.07	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$2.0M	+8%	84k	24.05	View chart
Oracle Corporation (ORCL)	0.2	$2.0M	-75%	12k	170.40	View chart
McDonald's Corporation (MCD)	0.2	$1.9M	-76%	6.3k	304.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.9M	-7%	30k	62.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.9M	-85%	6.6k	283.18	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$1.9M	-36%	23k	82.94	View chart
General Mills (GIS)	0.2	$1.9M	-28%	25k	73.85	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.8M	+5%	9.0k	202.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$1.8M	-2%	19k	98.07	View chart
Chevron Corporation (CVX)	0.2	$1.8M	-83%	12k	147.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.8M	-94%	7.3k	243.06	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$1.8M	-12%	20k	90.40	View chart
United Parcel Service CL B (UPS)	0.2	$1.8M	-66%	13k	136.34	View chart
Netflix (NFLX)	0.2	$1.7M	-82%	2.4k	709.27	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$1.7M	-27%	28k	61.54	View chart
Nike CL B (NKE)	0.2	$1.7M	-47%	19k	88.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.7M	-98%	6.3k	263.85	View chart
Hubbell (HUBB)	0.2	$1.6M	-33%	3.8k	428.34	View chart
Colgate-Palmolive Company (CL)	0.2	$1.6M	-59%	16k	103.81	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.6M	+2%	17k	93.58	View chart
Union Pacific Corporation (UNP)	0.1	$1.6M	-71%	6.3k	246.46	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.6M	+7%	17k	91.31	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.6M	-76%	10k	154.02	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.5M	-76%	53k	29.06	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$1.5M	+10%	23k	66.37	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.5M	-67%	12k	125.96	View chart
Medtronic SHS (MDT)	0.1	$1.5M	-76%	17k	90.03	View chart
SYSCO Corporation (SYY)	0.1	$1.5M	-75%	19k	78.06	View chart
Walt Disney Company (DIS)	0.1	$1.5M	-87%	15k	96.19	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.5M	-3%	28k	53.07	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M	-75%	12k	121.16	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	-76%	13k	114.01	View chart
Qualcomm (QCOM)	0.1	$1.4M	-80%	8.4k	170.03	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.4M	-56%	20k	70.06	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.4M	-4%	16k	89.36	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$1.4M	-63%	18k	78.39	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$1.4M	+95%	34k	40.38	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.4M	-76%	33k	41.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$1.4M	-76%	50k	27.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M	-83%	6.2k	220.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.4M	-55%	14k	97.42	View chart
Verizon Communications (VZ)	0.1	$1.3M	-76%	30k	44.91	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.3M	+9%	73k	18.04	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.3M	-45%	29k	45.32	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.3M	+86%	39k	33.23	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	-87%	1.4k	887.06	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	-81%	32k	39.68	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.3M	NEW	46k	27.46	View chart
Cisco Systems (CSCO)	0.1	$1.3M	-85%	24k	53.22	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$1.3M	+5%	16k	76.59	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.2M		16k	80.30	View chart
Altria (MO)	0.1	$1.2M	-57%	24k	51.04	View chart
Church & Dwight (CHD)	0.1	$1.2M	-69%	12k	104.72	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.2M	-93%	13k	91.81	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$1.2M	-2%	28k	43.19	View chart
Anthem (ELV)	0.1	$1.2M	-90%	2.3k	520.02	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$1.2M		25k	47.74	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.2M	+77%	19k	61.57	View chart
Tractor Supply Company (TSCO)	0.1	$1.2M	-49%	4.1k	290.90	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$1.2M	-5%	25k	46.47	View chart
Emerson Electric (EMR)	0.1	$1.2M	-68%	11k	109.37	View chart
Clorox Company (CLX)	0.1	$1.2M	-38%	7.2k	162.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.2M	-64%	5.9k	198.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.1M	-85%	15k	78.69	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	-76%	5.5k	206.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.1M		10k	112.98	View chart
Honeywell International (HON)	0.1	$1.1M	-79%	5.5k	206.71	View chart
Illinois Tool Works (ITW)	0.1	$1.1M	-59%	4.3k	262.07	View chart
Waste Management (WM)	0.1	$1.1M	-73%	5.3k	207.60	View chart
Air Products & Chemicals (APD)	0.1	$1.1M	-54%	3.7k	297.74	View chart
Grayscale Ethereum Tr Eth SHS (ETHE)	0.1	$1.1M	NEW	50k	21.89	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M	+217%	24k	45.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.1M	-27%	21k	52.66	View chart
Cummins (CMI)	0.1	$1.1M	-70%	3.3k	323.79	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.1M	-74%	30k	36.44	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$1.1M	-32%	51k	21.01	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.1M	-87%	12k	88.14	View chart
Akamai Technologies (AKAM)	0.1	$1.1M		11k	100.95	View chart
Pfizer (PFE)	0.1	$1.1M	-73%	36k	28.94	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.0M	-93%	1.7k	618.77	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.0M	-98%	51k	20.38	View chart
Advanced Micro Devices (AMD)	0.1	$1.0M	-83%	6.2k	164.08	View chart
Boeing Company (BA)	0.1	$1.0M	-69%	6.7k	152.04	View chart
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)	0.1	$1.0M		31k	32.98	View chart
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)	0.1	$984k		30k	33.23	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$976k	NEW	39k	25.09	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$967k	-93%	34k	28.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$965k	-99%	5.5k	174.57	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$958k		20k	47.50	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$953k		34k	27.83	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$950k	-2%	15k	63.47	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$946k	-18%	33k	29.06	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$946k	-2%	7.9k	119.60	View chart
Northern Lts Fd Tr Iv Brookstone Value (BAMV)	0.1	$944k		30k	31.58	View chart
Cirrus Logic (CRUS)	0.1	$944k	+3%	7.6k	124.21	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$925k	-49%	2.7k	345.29	View chart
Adobe Systems Incorporated (ADBE)	0.1	$925k	-80%	1.8k	517.72	View chart
Caterpillar (CAT)	0.1	$922k	-88%	2.4k	391.17	View chart
Expeditors International of Washington (EXPD)	0.1	$916k	+63%	7.0k	131.40	View chart
Intel Corporation (INTC)	0.1	$914k	-70%	39k	23.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$895k	-81%	15k	59.51	View chart
Norfolk Southern (NSC)	0.1	$893k	-51%	3.6k	248.49	View chart
Amphenol Corp Cl A (APH)	0.1	$889k	-70%	14k	65.16	View chart
Republic Services (RSG)	0.1	$882k	-16%	4.4k	200.84	View chart
W.W. Grainger (GWW)	0.1	$878k	-55%	845.00	1038.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$871k	-71%	6.4k	135.06	View chart
Gra (GGG)	0.1	$854k	-55%	9.8k	87.51	View chart
Servicenow (NOW)	0.1	$852k	-78%	952.00	894.74	View chart
Broadridge Financial Solutions (BR)	0.1	$850k	-75%	4.0k	215.03	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$850k	-98%	8.4k	100.72	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$849k	-34%	4.2k	200.35	View chart
salesforce (CRM)	0.1	$840k	-89%	3.1k	273.80	View chart
Genuine Parts Company (GPC)	0.1	$819k	-42%	5.9k	139.67	View chart
Eagle Materials (EXP)	0.1	$816k	-50%	2.8k	287.69	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$803k	-31%	14k	59.21	View chart
Gms (GMS)	0.1	$791k	+3%	8.7k	90.57	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$761k	NEW	28k	27.34	View chart
Philip Morris International (PM)	0.1	$755k	-93%	6.2k	121.41	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$753k	-95%	4.5k	166.20	View chart
Hershey Company (HSY)	0.1	$750k	-29%	3.9k	191.76	View chart
Kirby Corporation (KEX)	0.1	$748k		6.1k	122.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$746k	-92%	1.9k	383.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$730k	-76%	14k	52.81	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$724k	-46%	1.3k	569.66	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$719k	-73%	6.0k	119.55	View chart
Microchip Technology (MCHP)	0.1	$712k	-50%	8.9k	80.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$710k	-83%	20k	36.13	View chart
3M Company (MMM)	0.1	$704k	-80%	5.1k	136.71	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$704k	-45%	15k	47.53	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$694k	-31%	23k	30.23	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$689k	+43%	18k	38.08	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$685k	-18%	11k	64.86	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$684k	-43%	5.1k	135.45	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$682k	-12%	15k	45.70	View chart
Booking Holdings (BKNG)	0.1	$674k	-82%	160.00	4212.12	View chart
Clean Harbors (CLH)	0.1	$669k	-41%	2.8k	241.73	View chart
InterDigital (IDCC)	0.1	$665k		4.7k	141.63	View chart
Pinnacle Financial Partners (PNFP)	0.1	$665k	+14%	6.8k	97.97	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$660k	+17%	21k	30.80	View chart
Primoris Services (PRIM)	0.1	$658k		11k	58.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$656k	-90%	8.7k	75.11	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$654k	+36%	7.9k	83.00	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$654k	-5%	7.2k	90.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$645k		8.1k	79.42	View chart
At&t (T)	0.1	$639k	-89%	29k	22.00	View chart
Docusign (DOCU)	0.1	$635k		10k	62.09	View chart
Consolidated Edison (ED)	0.1	$633k	-55%	6.1k	104.14	View chart
LKQ Corporation (LKQ)	0.1	$629k	+44%	16k	39.92	View chart
Sap Se Spon Adr (SAP)	0.1	$620k	-87%	2.7k	229.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$619k	-86%	9.9k	62.32	View chart
Stonex Group (SNEX)	0.1	$615k	+17%	7.5k	81.88	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$614k	+73%	13k	49.15	View chart
Shopify Cl A (SHOP)	0.1	$614k	-55%	7.7k	80.14	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$604k	-5%	7.2k	83.67	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$597k	-93%	15k	39.82	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$592k	-28%	2.9k	200.85	View chart
Berry Plastics (BERY)	0.1	$588k	+22%	8.6k	67.98	View chart
Intuitive Surgical Com New (ISRG)	0.1	$575k	-95%	1.2k	491.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$567k	-39%	9.0k	62.69	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$557k	-92%	22k	25.13	View chart
Linde SHS (LIN)	0.1	$554k	-93%	1.2k	476.60	View chart
Skyworks Solutions (SWKS)	0.1	$545k	+3%	5.5k	98.77	View chart
Wintrust Financial Corporation (WTFC)	0.1	$544k		5.0k	108.53	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$544k	+48%	23k	24.08	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$542k	-41%	17k	32.15	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$542k		10k	52.99	View chart
Graphic Packaging Holding Company (GPK)	0.1	$542k	-17%	18k	29.59	View chart
Renaissance Re Holdings Ltd Cmn (RNR)	0.1	$541k	+65%	2.0k	272.42	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$536k	-19%	10k	52.83	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$533k	-82%	909.00	586.52	View chart
Godaddy Cl A (GDDY)	0.0	$533k	-81%	3.4k	156.78	View chart
Universal Technical Institute (UTI)	0.0	$532k		33k	16.26	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$528k	+42%	16k	32.30	View chart
Novo-nordisk A S Adr (NVO)	0.0	$523k	-96%	4.4k	119.08	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$517k	-32%	5.3k	97.79	View chart
Boston Scientific Corporation (BSX)	0.0	$514k	-97%	6.1k	83.80	View chart
Amgen (AMGN)	0.0	$511k	-93%	1.6k	322.22	View chart
AFLAC Incorporated (AFL)	0.0	$506k	-66%	4.5k	111.79	View chart
Credicorp (BAP)	0.0	$503k	-2%	2.8k	180.97	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$501k		10k	49.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$496k	+16%	13k	37.37	View chart
Goldman Sachs (GS)	0.0	$494k	-92%	999.00	494.73	View chart
Construction Partners Com Cl A (ROAD)	0.0	$493k	-23%	7.1k	69.80	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$490k	-72%	23k	21.50	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.0	$490k	+3%	18k	27.12	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$488k	-22%	22k	22.63	View chart
Ea Series Trust Freedom Day (MBOX)	0.0	$487k		14k	34.05	View chart
Lands' End (LE)	0.0	$486k	+2%	28k	17.27	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$484k		14k	35.41	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$482k	-91%	6.2k	77.91	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.0	$482k		4.6k	105.66	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$472k	-50%	3.3k	142.04	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.0	$469k	NEW	20k	23.36	View chart
Northern Lts Fd Tr Iv Brookstone Ultra (BAMU)	0.0	$466k	-2%	18k	25.32	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.0	$465k	NEW	18k	26.26	View chart
Axalta Coating Sys (AXTA)	0.0	$464k	+37%	13k	36.19	View chart
Korn Ferry Com New (KFY)	0.0	$462k	+4%	6.1k	75.24	View chart
Verisk Analytics (VRSK)	0.0	$462k	-68%	1.7k	267.96	View chart
Progressive Corporation (PGR)	0.0	$453k	-86%	1.8k	253.78	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.0	$452k	-51%	13k	34.96	View chart
Kroger (KR)	0.0	$452k	-59%	7.9k	57.30	View chart
Zoetis Cl A (ZTS)	0.0	$448k	-94%	2.3k	195.41	View chart
Marathon Petroleum Corp (MPC)	0.0	$448k	-74%	2.8k	162.91	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.0	$447k	-24%	24k	18.95	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$446k	+2%	7.6k	58.27	View chart
Synchrony Financial (SYF)	0.0	$441k	-41%	8.8k	49.88	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$439k	-2%	8.9k	49.41	View chart
Vistaoutdoor (VSTO)	0.0	$437k	NEW	11k	39.18	View chart
ConocoPhillips (COP)	0.0	$434k	-89%	4.1k	105.28	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$433k	+76%	8.2k	52.86	View chart
Global Ship Lease Com Cl A (GSL)	0.0	$433k	+3%	16k	26.65	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$429k	+4%	7.0k	60.93	View chart
Organon & Co Common Stock (OGN)	0.0	$427k	+86%	22k	19.13	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$426k	NEW	16k	26.69	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$424k	-17%	12k	35.78	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$423k	-64%	9.0k	46.97	View chart
Centene Corporation (CNC)	0.0	$423k	-52%	5.6k	75.28	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$422k	-14%	11k	36.92	View chart
Federal Signal Corporation (FSS)	0.0	$419k		4.5k	93.46	View chart
Steel Dynamics (STLD)	0.0	$417k	-45%	3.3k	126.08	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$415k		7.7k	53.77	View chart
Suburban Propane Partners L Unit Ltd Partn (SPH)	0.0	$412k	+4%	23k	17.94	View chart
Ameriprise Financial (AMP)	0.0	$412k	-75%	877.00	469.71	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$406k	-8%	3.2k	126.20	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.0	$399k	-30%	16k	25.75	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$398k	+32%	6.0k	66.68	View chart
AutoZone (AZO)	0.0	$397k	-77%	126.00	3150.04	View chart
Hartford Financial Services (HIG)	0.0	$397k	-58%	3.4k	117.61	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$396k	+2%	4.9k	80.78	View chart
Northern Lts Fd Tr Iv Brookstone Activ (BAMA)	0.0	$392k	-2%	13k	30.55	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.0	$390k	-6%	18k	21.27	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.0	$390k	+36%	16k	24.35	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$390k	-94%	1.2k	314.39	View chart
Adapthealth Corp Common Stock (AHCO)	0.0	$389k		35k	11.23	View chart
Fb Finl (FBK)	0.0	$388k		8.3k	46.93	View chart
Northern Lts Fd Tr Iv Brookstone Oppor (BAMO)	0.0	$386k	-2%	13k	29.95	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$383k		4.8k	80.31	View chart
Bunge Global Sa Com Shs (BG)	0.0	$382k	-89%	4.0k	96.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$382k	-80%	8.0k	47.85	View chart
American Express Company (AXP)	0.0	$380k	-89%	1.4k	271.12	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$374k		6.8k	54.68	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$373k	+34%	20k	18.69	View chart
General Motors Company (GM)	0.0	$368k	-68%	8.2k	44.84	View chart
Intuit (INTU)	0.0	$365k	-88%	587.00	621.27	View chart
Flexshares Tr Discp Dur Mbs (MBSD)	0.0	$364k	NEW	17k	20.98	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.0	$362k	-49%	12k	30.44	View chart
Applied Materials (AMAT)	0.0	$358k	-94%	1.8k	202.05	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$358k		10k	35.03	View chart
Squarespace Class A (SQSP)	0.0	$356k	NEW	7.7k	46.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$356k	-86%	8.7k	41.12	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$355k	-6%	7.3k	48.54	View chart
ResMed (RMD)	0.0	$355k	-59%	1.5k	244.12	View chart
Ringcentral Cl A (RNG)	0.0	$354k	+2%	11k	31.63	View chart
Valero Energy Corporation (VLO)	0.0	$352k	-75%	2.6k	135.03	View chart
Northern Lts Fd Tr Iv Brookstone Yield (BAMY)	0.0	$351k	-2%	13k	26.70	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$348k	-22%	15k	23.42	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$348k	-86%	3.1k	110.47	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.0	$347k	NEW	18k	19.88	View chart
Northern Lts Fd Tr Iv Brookstone Inter (BAMB)	0.0	$347k	-2%	13k	26.62	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.0	$343k		6.4k	53.95	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.0	$339k	-36%	14k	24.00	View chart
Lpl Financial Holdings (LPLA)	0.0	$336k	-78%	1.4k	232.65	View chart
Ford Motor Company (F)	0.0	$336k	-66%	32k	10.56	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$335k	+3%	2.6k	128.57	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$334k	-87%	9.7k	34.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$332k	-63%	3.1k	106.19	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$332k	-32%	11k	30.72	View chart
Builders FirstSource (BLDR)	0.0	$327k	-56%	1.7k	193.86	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$325k	-2%	13k	25.64	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$319k		7.3k	43.42	View chart
Louisiana-Pacific Corporation (LPX)	0.0	$315k		2.9k	107.46	View chart
Series Portfolios Tr Panagram Aaa (CLOX)	0.0	$309k	NEW	12k	25.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$308k	-15%	4.6k	66.52	View chart
Applovin Corp Com Cl A (APP)	0.0	$305k	-54%	2.3k	130.55	View chart
Workday Cl A (WDAY)	0.0	$303k	-70%	1.2k	244.41	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$302k	+5%	6.0k	50.22	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$301k	-86%	4.8k	62.70	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$300k	-9%	4.8k	62.74	View chart
Ge Aerospace Com New (GE)	0.0	$300k	-94%	1.6k	188.63	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$298k	-31%	6.3k	47.52	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$297k	-97%	639.00	465.08	View chart
American Intl Group Com New (AIG)	0.0	$297k	-80%	4.1k	73.23	View chart
Remitly Global (RELY)	0.0	$295k	+87%	22k	13.39	View chart
Dupont De Nemours (DD)	0.0	$293k	-71%	3.3k	89.11	View chart
Autodesk (ADSK)	0.0	$287k	-76%	1.0k	275.48	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$283k	-22%	14k	20.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$282k	-5%	3.4k	83.76	View chart
Waldencast Class A Ord Shs (WALD)	0.0	$281k	+416%	77k	3.64	View chart
Msci (MSCI)	0.0	$278k	-77%	477.00	582.93	View chart
Southern Company (SO)	0.0	$277k	-89%	3.1k	90.18	View chart
Novartis Sponsored Adr (NVS)	0.0	$273k	-96%	2.4k	115.02	View chart
Analog Devices (ADI)	0.0	$271k	-93%	1.2k	230.17	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$270k	-85%	10k	27.01	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$269k	+6%	5.0k	53.63	View chart
Marsh & McLennan Companies (MMC)	0.0	$265k	-96%	1.2k	223.15	View chart
Paypal Holdings (PYPL)	0.0	$264k	-77%	3.4k	78.03	View chart
Alpha Metallurgical Resources (AMR)	0.0	$262k	-2%	1.1k	236.18	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$262k	NEW	7.0k	37.67	View chart
Nasdaq Omx (NDAQ)	0.0	$262k	-54%	3.6k	73.01	View chart
Par Pac Holdings Com New (PARR)	0.0	$262k	+6%	15k	17.60	View chart
Farmland Partners (FPI)	0.0	$261k		25k	10.45	View chart
Deere & Company (DE)	0.0	$260k	-87%	624.00	417.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$260k	-70%	4.0k	64.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$258k	-47%	3.6k	71.72	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$256k		200.00	1282.20	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$255k	+16%	19k	13.43	View chart
Ecolab (ECL)	0.0	$255k	-72%	998.00	255.33	View chart
Bank of New York Mellon Corporation (BK)	0.0	$253k	-64%	3.5k	71.86	View chart
Ocular Therapeutix (OCUL)	0.0	$252k		29k	8.70	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$251k	NEW	4.7k	53.72	View chart
Agilent Technologies Inc C ommon (A)	0.0	$250k	-72%	1.7k	148.48	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$249k	-25%	8.2k	30.28	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$248k	+7%	2.5k	100.29	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.0	$248k	NEW	6.5k	37.90	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$247k	-96%	4.8k	51.50	View chart
Mettler-Toledo International (MTD)	0.0	$246k	-81%	164.00	1499.70	View chart
Vanguard World Energy Etf (VDE)	0.0	$245k	-94%	2.0k	122.47	View chart
S&p Global (SPGI)	0.0	$245k	-92%	474.00	516.69	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$245k	-64%	5.9k	41.16	View chart
PNC Financial Services (PNC)	0.0	$241k	-91%	1.3k	184.85	View chart
Vita Coco Co Inc/the (COCO)	0.0	$239k	-62%	8.4k	28.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$238k	-76%	1.3k	181.99	View chart
Avery Dennison Corporation (AVY)	0.0	$237k	-8%	1.1k	220.78	View chart
General Dynamics Corporation (GD)	0.0	$236k	-89%	782.00	302.20	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$235k		5.3k	44.71	View chart
Prologis (PLD)	0.0	$235k	-87%	1.9k	126.28	View chart
Duke Energy Corp Com New (DUK)	0.0	$235k	-91%	2.0k	115.30	View chart
Arista Networks (ANET)	0.0	$235k	-89%	611.00	383.82	View chart
Charles Schwab Corporation (SCHW)	0.0	$234k	-88%	3.6k	64.81	View chart
Cme (CME)	0.0	$233k	-92%	1.1k	220.75	View chart
ICF International (ICFI)	0.0	$233k	-29%	1.4k	166.80	View chart
Series Portfolios Tr Panagram Bbb B (CLOZ)	0.0	$231k	NEW	8.6k	26.88	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$230k	NEW	4.9k	46.91	View chart
Raymond James Financial (RJF)	0.0	$230k	-55%	1.9k	122.46	View chart
Dominion Resources (D)	0.0	$230k	-84%	4.0k	57.79	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$229k	-95%	3.4k	67.70	View chart
Ready Cap Corp Com reit (RC)	0.0	$229k		30k	7.63	View chart
MetLife (MET)	0.0	$228k	-90%	2.8k	82.48	View chart
Aon Shs Cl A (AON)	0.0	$228k	-93%	658.00	345.99	View chart
Proshares Tr Ultrashrt S&p500 (SDS)	0.0	$227k	NEW	11k	20.63	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$226k		2.8k	80.48	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.0	$225k	NEW	1.1k	213.47	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.0	$224k	-24%	8.9k	25.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$223k	-99%	2.1k	104.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$221k	-45%	4.4k	50.28	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.0	$221k	NEW	9.6k	23.02	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$220k	-58%	796.00	276.81	View chart
Monster Beverage Corp (MNST)	0.0	$220k	-71%	4.2k	52.17	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$220k	-97%	1.3k	173.67	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$220k	-4%	2.0k	108.81	View chart
First Tr Exchange-traded Merger Arbitra (MARB)	0.0	$219k	-2%	11k	19.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$218k	-98%	920.00	237.21	View chart
Starbucks Corporation (SBUX)	0.0	$218k	-94%	2.2k	97.48	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$215k		4.3k	49.79	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.0	$214k	-85%	5.6k	38.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$213k	NEW	2.4k	90.64	View chart
Cardinal Health (CAH)	0.0	$212k	-71%	1.9k	110.52	View chart
Manulife Finl Corp (MFC)	0.0	$212k	-11%	7.2k	29.55	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$212k	NEW	4.3k	49.08	View chart
Quanta Services (PWR)	0.0	$211k	-89%	709.00	298.15	View chart
Shell Spon Ads (SHEL)	0.0	$211k	-96%	3.2k	65.96	View chart
Target Corporation (TGT)	0.0	$210k	-88%	1.3k	155.81	View chart
Tango Therapeutics (TNGX)	0.0	$208k	-37%	27k	7.70	View chart
Cubesmart (CUBE)	0.0	$208k	NEW	3.9k	53.83	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$204k	-90%	728.00	280.47	View chart
Rockwell Automation (ROK)	0.0	$202k	-81%	752.00	268.46	View chart
Icon SHS (ICLR)	0.0	$201k	-95%	700.00	287.31	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$201k	NEW	1.0k	198.57	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$186k	NEW	10k	18.10	View chart
Sandstorm Gold Com New (SAND)	0.0	$180k		30k	6.00	View chart
Haleon Spon Ads (HLN)	0.0	$169k		16k	10.58	View chart
Barclays Adr (BCS)	0.0	$154k	-43%	13k	12.15	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$132k	-7%	12k	10.84	View chart
Global X Fds Renewable Energy (RNRG)	0.0	$130k		12k	10.63	View chart
Grayscale Ethereum Mini Tr E Com Unit	0.0	$123k	NEW	51k	2.44	View chart
Matterport Com Cl A (MTTR)	0.0	$120k	NEW	27k	4.50	View chart
Amcor Ord (AMCR)	0.0	$118k	-65%	10k	11.33	View chart
Perion Network Shs New (PERI)	0.0	$114k	+4%	15k	7.88	View chart
Prospect Cap Corp Note 6.375% 3/0	0.0	$100k		100k	1.00	View chart
Thredup Cl A (TDUP)	0.0	$98k	NEW	116k	0.84	View chart
Nordic American Tanker Shippin (NAT)	0.0	$92k	-34%	25k	3.67	View chart
Ventyx Biosciences (VTYX)	0.0	$49k		23k	2.18	View chart
Anixa Biosciences (ANIX)	0.0	$44k		14k	3.15	View chart

Past Filings by Simplicity Wealth

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z