Simplicity Wealth,LLC Q2 2024 Filing
Filed July 10, 2024
Portfolio Value
$4.4T
Holdings
1,240
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (1,240 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GSYPOWERSHARES ACTIVELY MANAGED | 160,985 | $8K | 0.00% | |
| 102 | QUALISHARES TR | 49,434 | $8K | 0.00% | |
| 103 | DHRDANAHER CORPORATION | 35,417 | $8K | 0.00% | |
| 104 | VOEVANGUARD INDEX FDS | 55,197 | $8K | 0.00% | |
| 105 | QCOMQUALCOMM INC | 42,375 | $8K | 0.00% | |
| 106 | WMBWILLIAMS COS INC | 188,817 | $8K | 0.00% | |
| 107 | DUHPDIMENSIONAL ETF TRUST | 275,862 | $8K | 0.00% | |
| 108 | IQVIQVIA HLDGS INC | 40,165 | $8K | 0.00% | |
| 109 | INSGINSEEGO CORP | 761,483 | $8K | 0.00% | |
| 110 | EMLCVANECK ETF TRUST | 328,676 | $7K | 0.00% | |
| 111 | CRMSALESFORCE INC | 28,588 | $7K | 0.00% | |
| 112 | AMGNAMGEN INC | 22,684 | $7K | 0.00% | |
| 113 | LINLINDE PLC | 17,533 | $7K | 0.00% | |
| 114 | SCHASCHWAB STRATEGIC TR | 152,522 | $7K | 0.00% | |
| 115 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 42,454 | $7K | 0.00% | |
| 116 | GDXVANECK ETF TRUST | 219,537 | $7K | 0.00% | |
| 117 | ACNACCENTURE PLC IRELAND | 24,870 | $7K | 0.00% | |
| 118 | AQLTISHARES TR | 105,215 | $7K | 0.00% | |
| 119 | IWBISHARES TR | 24,018 | $7K | 0.00% | |
| 120 | MPLXMPLX LP | 186,617 | $7K | 0.00% | |
| 121 | IWMISHARES TR | 38,417 | $7K | 0.00% | |
| 122 | BSVVANGUARD BD INDEX FDS | 100,988 | $7K | 0.00% | |
| 123 | IWXISHARES TR | 99,953 | $7K | 0.00% | |
| 124 | DXJWISDOMTREE TR | 67,211 | $7K | 0.00% | |
| 125 | AMATAPPLIED MATLS INC | 32,765 | $7K | 0.00% | |
| 126 | FCXFREEPORT-MCMORAN INC | 158,442 | $7K | 0.00% | |
| 127 | SHELSHELL PLC | 98,191 | $7K | 0.00% | |
| 128 | UCONFIRST TR EXCHNG TRADED FD VI | 311,541 | $7K | 0.00% | |
| 129 | IWRISHARES TR | 95,988 | $7K | 0.00% | |
| 130 | BACBANK AMERICA CORP | 176,710 | $7K | 0.00% | |
| 131 | CSCOCISCO SYS INC | 161,677 | $7K | 0.00% | |
| 132 | STIPISHARES TR | 74,318 | $7K | 0.00% | |
| 133 | CATCATERPILLAR INC | 20,674 | $6K | 0.00% | |
| 134 | EFVISHARES TR | 130,134 | $6K | 0.00% | |
| 135 | AMDADVANCED MICRO DEVICES INC | 37,394 | $6K | 0.00% | |
| 136 | KLACKLA CORP | 8,486 | $6K | 0.00% | |
| 137 | IBMINTERNATIONAL BUSINESS MACHS | 40,244 | $6K | 0.00% | |
| 138 | FNFFIDELITY NATIONAL FINANCIAL | 136,788 | $6K | 0.00% | |
| 139 | DISVDIMENSIONAL ETF TRUST | 229,752 | $6K | 0.00% | |
| 140 | XLVSELECT SECTOR SPDR TR | 42,749 | $6K | 0.00% | |
| 141 | ASMLASML HOLDING N V | 6,529 | $6K | 0.00% | |
| 142 | MRSHMARSH & MCLENNAN COS INC | 31,213 | $6K | 0.00% | |
| 143 | BNDVANGUARD BD INDEX FDS | 91,924 | $6K | 0.00% | |
| 144 | MCDMCDONALDS CORP | 26,564 | $6K | 0.00% | |
| 145 | JPIBJ P MORGAN EXCHANGE TRADED F | 139,956 | $6K | 0.00% | |
| 146 | IWPISHARES TR | 58,068 | $6K | 0.00% | |
| 147 | NVSNNOVARTIS AG | 61,569 | $6K | 0.00% | |
| 148 | ORCLORACLE CORP | 48,867 | $6K | 0.00% | |
| 149 | MUMICRON TECHNOLOGY INC | 47,642 | $6K | 0.00% | |
| 150 | SMFGSUMITOMO MITSUI FINL GROUP I | 450,451 | $6K | 0.00% | |
| 151 | IDEVISHARES TR | 100,271 | $6K | 0.00% | |
| 152 | USHYISHARES TR | 177,489 | $6K | 0.00% | |
| 153 | ZTSZOETIS INC | 38,262 | $6K | 0.00% | |
| 154 | AVUSAMERICAN CENTY ETF TR | 67,148 | $6K | 0.00% | |
| 155 | ICLRICON PLC | 17,100 | $5K | 0.00% | |
| 156 | ABTABBOTT LABS | 54,739 | $5K | 0.00% | |
| 157 | SNYSANOFI | 116,441 | $5K | 0.00% | |
| 158 | CLVTRIP COM GROUP LTD | 113,005 | $5K | 0.00% | |
| 159 | DIHPDIMENSIONAL ETF TRUST | 208,733 | $5K | 0.00% | |
| 160 | CMCSACOMCAST CORP NEW | 141,614 | $5K | 0.00% | |
| 161 | FDXFEDEX CORP | 18,147 | $5K | 0.00% | |
| 162 | GSGOLDMAN SACHS GROUP INC | 12,841 | $5K | 0.00% | |
| 163 | SYYSYSCO CORP | 77,197 | $5K | 0.00% | |
| 164 | UPSUNITED PARCEL SERVICE INC | 38,832 | $5K | 0.00% | |
| 165 | VMBSVANGUARD SCOTTSDALE FDS | 130,012 | $5K | 0.00% | |
| 166 | XRPRETF OPPORTUNITIES TRUST | 179,174 | $5K | 0.00% | |
| 167 | ADBEADOBE INC | 9,214 | $5K | 0.00% | |
| 168 | BACVERIZON COMMUNICATIONS INC | 124,166 | $5K | 0.00% | |
| 169 | LOWLOWES COS INC | 23,112 | $5K | 0.00% | |
| 170 | TAT&T INC | 275,009 | $5K | 0.00% | |
| 171 | ADPAUTOMATIC DATA PROCESSING IN | 22,677 | $5K | 0.00% | |
| 172 | MOSMOSAIC CO NEW | 178,090 | $5K | 0.00% | |
| 173 | UNPUNION PAC CORP | 22,326 | $5K | 0.00% | |
| 174 | WFCWELLS FARGO CO NEW | 94,143 | $5K | 0.00% | |
| 175 | HONHONEYWELL INTL INC | 26,836 | $5K | 0.00% | |
| 176 | MDTMEDTRONIC PLC | 72,416 | $5K | 0.00% | |
| 177 | USIGISHARES TR | 108,461 | $5K | 0.00% | |
| 178 | EQTEQT CORP | 138,865 | $5K | 0.00% | |
| 179 | AZNASTRAZENECA PLC | 69,601 | $5K | 0.00% | |
| 180 | DYNFBLACKROCK ETF TRUST | 123,037 | $5K | 0.00% | |
| 181 | SPABSPDR SER TR | 199,497 | $5K | 0.00% | |
| 182 | TXNTEXAS INSTRS INC | 23,819 | $4K | 0.00% | |
| 183 | BXBLACKSTONE INC | 33,384 | $4K | 0.00% | |
| 184 | SCZISHARES TR | 67,912 | $4K | 0.00% | |
| 185 | ABMABM INDS INC | 79,164 | $4K | 0.00% | |
| 186 | DFUVDIMENSIONAL ETF TRUST | 108,812 | $4K | 0.00% | |
| 187 | GTOPOWERSHARES ACTIVELY MANAGED | 86,668 | $4K | 0.00% | |
| 188 | TQQQPROSHARES TR | 59,060 | $4K | 0.00% | |
| 189 | VSSVANGUARD INTL EQUITY INDEX F | 37,758 | $4K | 0.00% | |
| 190 | IVEISHARES TR | 24,467 | $4K | 0.00% | |
| 191 | LMTLOCKHEED MARTIN CORP | 10,501 | $4K | 0.00% | |
| 192 | VDEVANGUARD WORLD FD | 34,850 | $4K | 0.00% | |
| 193 | IJHISHARES TR | 71,822 | $4K | 0.00% | |
| 194 | KVUEKENVUE INC | 249,901 | $4K | 0.00% | |
| 195 | WMWASTE MGMT INC DEL | 20,107 | $4K | 0.00% | |
| 196 | UBERUBER TECHNOLOGIES INC | 64,332 | $4K | 0.00% | |
| 197 | SMGSCOTTS MIRACLE-GRO CO | 71,412 | $4K | 0.00% | |
| 198 | MBBISHARES TR | 46,855 | $4K | 0.00% | |
| 199 | IFFINTERNATIONAL FLAVORS&FRAGRA | 52,473 | $4K | 0.00% | |
| 200 | COPCONOCOPHILLIPS | 38,397 | $4K | 0.00% |