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 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.

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

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