Simplicity Wealth »

Principal Exchange Traded Fd us mega cap shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Principal Exchange Traded Fd us mega cap (USMC) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Principal Exchange Traded Fd us mega cap

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd us mega cap held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Exchange Traded Fd us mega cap by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $315k 4.6k 68.45

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Core Msci Emkt (IEMG)

View all positions for Simplicity Wealth

Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Principal Securities
Envestnet Asset Management
LPL Financial
O'Brien Wealth Partners
Mercer Global Advisors
Raymond James Financial
Wells Fargo & Company
Goss Wealth Management
CLS Investments
Legacy CG
Segment Wealth Management
Integrated Wealth Concepts
Symphony Financial Services
Golden State Wealth Management

View all funds holding Principal Exchange Traded Fd us mega cap