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Simplify Exchange Traded Fun shares owned by True Wealth Design

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TYA) 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
2025-12-31 $11M 826k 13.50
2025-09-30 $11M 774k 13.61
2025-06-30 $10M 745k 13.49

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Simplify Exchange Traded Fun

True Wealth Design
Hilltop Holdings
Heck Capital Advisors
AE Wealth Management
Magnolia Private Wealth
Stapp Wealth Management, P
Lloyd Advisory Services
Jane Street
Continuum Advisory
Private Client Services
Susquehanna International
Elevated Capital Advisors
Howard Bailey Securities
Whalen Wealth Management
Great Lakes Retirement

View all funds holding Simplify Exchange Traded Fun