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Simplify Exchange Traded Fun shares owned by Watchman Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Watchman Group from 13F filings

Historical chart of Watchman Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Watchman Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $26M 515k 50.36
2024-03-31 $1.2M 23k 50.91

More positions owned by Watchman Group

DFA US Core Equity 2 ETF Etf (DFAC)
iShares Trust 1-3 Yr Treasury Index Fd ETF Etf (SHY)
Simplify MBS ETF Etf (MTBA)
DFA US Targeted Value ETF Etf (DFAT)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
Fidelity Total Bond ETF Etf (FBND)
Freedom 100 Emerging Markets ETF Etf (FRDM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Stryker Corporation (SYK)
Intuit (INTU)
Vanguard Short-Term Bond ETF Etf (BSV)
Alphabet Inc C Cap Stk Cl C (GOOG)
Lowe's Companies (LOW)
Casey's General Stores (CASY)

View all positions for Watchman Group

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Mml Investors Services
Envestnet Asset Management
Mill Creek Capital Advisors
Simplify Asset Management
Wells Fargo & Company
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management
Park Edge Advisors
Aprio Wealth Management
First American Trust

View all funds holding Simplify Exchange Traded Fun