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Simplify Exchange Traded Fun shares owned by True Wealth Design

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-09-30 $26M 1.4M 19.04
2022-12-31 $50k 2.0k 24.79

More positions owned by True Wealth Design

Dimensional Etf Trust Us Cor Equ 2 Etf
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Vanguard Index Fds MRNGSTR TTL STK (VTI)

View all positions for True Wealth Design

Top funds holding Simplify Exchange Traded Fun

GenTrust
AE Wealth Management
HighTower Advisors
Mid-American Wealth Advisory Group
True Wealth Design
BCJ Capital Management
Ancora Advisors
Lloyd Advisory Services
Altfest L J & Co
LPL Financial
Park Edge Advisors
Heck Capital Advisors
Authentikos Wealth Advisory
Magnolia Private Wealth
Citadel Advisors

View all funds holding Simplify Exchange Traded Fun