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Simplify Exchange Traded Fun shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (YGLD) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2k 29 41.69

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Simplify Exchange Traded Fun

Legacy Wealth Managment
Authentikos Wealth Advisory
Park Edge Advisors
Reyes Financial Architecture
Cambridge Advisors
Old Mission Capital
Jane Street
Luminist Capital
WFA of San Diego
SageView Advisory Group

View all funds holding Simplify Exchange Traded Fun