Simplicity Wealth,LLC Q1 2024 Filing
Filed April 24, 2024
Portfolio Value
$4.2T
Holdings
1,177
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (1,177 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVVANGUARD INDEX FDS | 581,891 | $139K | 0.00% | |
| 2 | CEF/USPROTT PHYSICAL GOLD & SILVE | 5,922,232 | $120K | 0.00% | |
| 3 | AAPLAPPLE INC | 663,704 | $113K | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 257,285 | $108K | 0.00% | |
| 5 | SPYSPDR S&P 500 ETF TR | 188,351 | $95K | 0.00% | |
| 6 | VTVVANGUARD INDEX FDS | 563,913 | $91K | 0.00% | |
| 7 | VOVANGUARD INDEX FDS | 354,400 | $88K | 0.00% | |
| 8 | VTEBVANGUARD MUN BD FDS | 1,434,143 | $72K | 0.00% | |
| 9 | PHYS/USPROTT PHYSICAL GOLD TR | 3,903,253 | $67K | 0.00% | |
| 10 | VOOVANGUARD INDEX FDS | 135,825 | $65K | 0.00% | |
| 11 | NVDANVIDIA CORPORATION | 71,573 | $64K | 0.00% | |
| 12 | SGOVISHARES TR | 627,572 | $63K | 0.00% | |
| 13 | SHYISHARES TR | 712,598 | $58K | 0.00% | |
| 14 | IVVISHARES TR | 111,626 | $58K | 0.00% | |
| 15 | AMZNAMAZON COM INC | 313,796 | $56K | 0.00% | |
| 16 | VTVANGUARD INTL EQUITY INDEX F | 486,911 | $53K | 0.00% | |
| 17 | NDQINVESCO QQQ TR | 107,353 | $46K | 0.00% | |
| 18 | LLYELI LILLY & CO | 51,822 | $40K | 0.00% | |
| 19 | METAMETA PLATFORMS INC | 68,456 | $33K | 0.00% | |
| 20 | SLVISHARES SILVER TR | 1,634,422 | $31K | 0.00% | |
| 21 | VTIPVANGUARD MALVERN FDS | 657,271 | $31K | 0.00% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 66,929 | $28K | 0.00% | |
| 23 | GOOGALPHABET INC | 189,125 | $28K | 0.00% | |
| 24 | SCHGSCHWAB STRATEGIC TR | 293,607 | $27K | 0.00% | |
| 25 | GQ9SPDR GOLD TR | 121,889 | $25K | 0.00% | |
| 26 | IJRISHARES TR | 218,046 | $24K | 0.00% | |
| 27 | GOOGLALPHABET INC | 157,957 | $23K | 0.00% | |
| 28 | JPMJPMORGAN CHASE & CO | 105,831 | $21K | 0.00% | |
| 29 | ABBVABBVIE INC | 120,927 | $21K | 0.00% | |
| 30 | IWYISHARES TR | 111,437 | $21K | 0.00% | |
| 31 | AVGOBROADCOM INC | 15,821 | $20K | 0.00% | |
| 32 | JNJJOHNSON & JOHNSON | 129,583 | $20K | 0.00% | |
| 33 | STPZPIMCO ETF TR | 372,943 | $19K | 0.00% | |
| 34 | BSXBOSTON SCIENTIFIC CORP | 287,822 | $19K | 0.00% | |
| 35 | NVONOVO-NORDISK A S | 154,588 | $19K | 0.00% | |
| 36 | VGSHVANGUARD SCOTTSDALE FDS | 316,624 | $18K | 0.00% | |
| 37 | IWDISHARES TR | 101,965 | $18K | 0.00% | |
| 38 | EMBJEMBRAER S.A. | 681,600 | $18K | 0.00% | |
| 39 | HDHOME DEPOT INC | 47,868 | $18K | 0.00% | |
| 40 | BILSPDR SER TR | 185,618 | $17K | 0.00% | |
| 41 | PGPROCTER AND GAMBLE CO | 109,138 | $17K | 0.00% | |
| 42 | VVISA INC | 61,304 | $17K | 0.00% | |
| 43 | SCHMSCHWAB STRATEGIC TR | 205,317 | $16K | 0.00% | |
| 44 | TSLATESLA INC | 93,485 | $16K | 0.00% | |
| 45 | FTSMFIRST TR EXCHANGE-TRADED FD | 272,664 | $16K | 0.00% | |
| 46 | IWFISHARES TR | 46,471 | $15K | 0.00% | |
| 47 | UNHUNITEDHEALTH GROUP INC | 31,520 | $15K | 0.00% | |
| 48 | SYKSTRYKER CORPORATION | 43,733 | $15K | 0.00% | |
| 49 | TMOTHERMO FISHER SCIENTIFIC INC | 26,219 | $15K | 0.00% | |
| 50 | REGNREGENERON PHARMACEUTICALS | 14,813 | $14K | 0.00% | |
| 51 | HCAHCA HEALTHCARE INC | 42,087 | $14K | 0.00% | |
| 52 | CGXUCAPITAL GROUP INTL FOCUS EQT | 569,511 | $14K | 0.00% | |
| 53 | DISDISNEY WALT CO | 120,145 | $14K | 0.00% | |
| 54 | XOMEXXON MOBIL CORP | 129,351 | $14K | 0.00% | |
| 55 | FYTFIRST TR EXCHANGE-TRADED ALP | 275,221 | $14K | 0.00% | |
| 56 | MRKMERCK & CO INC | 100,396 | $13K | 0.00% | |
| 57 | IWSISHARES TR | 107,669 | $13K | 0.00% | |
| 58 | IUSBISHARES TR | 294,556 | $13K | 0.00% | |
| 59 | IEMGISHARES INC | 257,125 | $13K | 0.00% | |
| 60 | IWBISHARES TR | 46,903 | $13K | 0.00% | |
| 61 | IWXISHARES TR | 181,157 | $13K | 0.00% | |
| 62 | MAMASTERCARD INCORPORATED | 27,618 | $13K | 0.00% | |
| 63 | ABGCENCORA INC | 55,749 | $13K | 0.00% | |
| 64 | WMTWALMART INC | 203,692 | $12K | 0.00% | |
| 65 | MCKMCKESSON CORP | 23,069 | $12K | 0.00% | |
| 66 | IVWISHARES TR | 142,699 | $12K | 0.00% | |
| 67 | ELVELEVANCE HEALTH INC | 24,291 | $12K | 0.00% | |
| 68 | IWMISHARES TR | 59,376 | $12K | 0.00% | |
| 69 | CGGOCAPITAL GROUP GBL GROWTH EQT | 421,477 | $12K | 0.00% | |
| 70 | VBVANGUARD INDEX FDS | 54,184 | $12K | 0.00% | |
| 71 | RSPINVESCO EXCHANGE TRADED FD T | 68,260 | $11K | 0.00% | |
| 72 | CVXCHEVRON CORP NEW | 70,174 | $11K | 0.00% | |
| 73 | VIGVANGUARD SPECIALIZED FUNDS | 61,178 | $11K | 0.00% | |
| 74 | VTIVANGUARD INDEX FDS | 45,730 | $11K | 0.00% | |
| 75 | IYWISHARES TR | 83,320 | $11K | 0.00% | |
| 76 | ISRGINTUITIVE SURGICAL INC | 28,019 | $11K | 0.00% | |
| 77 | VRTXVERTEX PHARMACEUTICALS INC | 28,487 | $11K | 0.00% | |
| 78 | BONDPIMCO ETF TR | 120,647 | $11K | 0.00% | |
| 79 | EFVISHARES TR | 192,907 | $10K | 0.00% | |
| 80 | IQVIQVIA HLDGS INC | 40,193 | $10K | 0.00% | |
| 81 | THCTENET HEALTHCARE CORP | 100,426 | $10K | 0.00% | |
| 82 | KOCOCA COLA CO | 159,087 | $9K | 0.00% | |
| 83 | DHRDANAHER CORPORATION | 36,068 | $9K | 0.00% | |
| 84 | MUBISHARES TR | 84,750 | $9K | 0.00% | |
| 85 | ZTSZOETIS INC | 58,829 | $9K | 0.00% | |
| 86 | PEPPEPSICO INC | 56,541 | $9K | 0.00% | |
| 87 | ARKKARK ETF TR | 184,481 | $9K | 0.00% | |
| 88 | BUFRFIRST TR EXCHNG TRADED FD VI | 355,987 | $9K | 0.00% | |
| 89 | VHTVANGUARD WORLD FD | 34,804 | $9K | 0.00% | |
| 90 | IVOLKRANESHARES TRUST | 519,789 | $9K | 0.00% | |
| 91 | KWEBKRANESHARES TRUST | 364,696 | $9K | 0.00% | |
| 92 | EFGISHARES TR | 90,956 | $9K | 0.00% | |
| 93 | STIPISHARES TR | 81,018 | $8K | 0.00% | |
| 94 | NFLXNETFLIX INC | 14,284 | $8K | 0.00% | |
| 95 | VOEVANGUARD INDEX FDS | 55,897 | $8K | 0.00% | |
| 96 | IWPISHARES TR | 71,617 | $8K | 0.00% | |
| 97 | EFAISHARES TR | 104,796 | $8K | 0.00% | |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 42,164 | $8K | 0.00% | |
| 99 | LINLINDE PLC | 17,614 | $8K | 0.00% | |
| 100 | SPDWSPDR INDEX SHS FDS | 239,599 | $8K | 0.00% |
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