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Simplify Exchange Traded Fun shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 307 49.46

More positions owned by Evermay Wealth Management

Spdr Series Trust State Street Spd (SPTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPMD)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust State Street Spd (SPSM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds High Div Yld (VYM)
Burke & Herbert Financial Serv (BHRB)

View all positions for Evermay Wealth Management

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