Simplicity Wealth,LLC Q4 2022 Filing
Filed February 15, 2023
Portfolio Value
$113.3T
Holdings
65
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FTSMFIRST TR EXCHANGE-TRADED FD | 250,039 | $14.9M | 0.00% | |
| 2 | IWYISHARES TR | 87,181 | $10.5M | 0.00% | |
| 3 | IWXISHARES TR | 138,276 | $9.0M | 0.00% | |
| 4 | VMBSVANGUARD SCOTTSDALE FDS | 131,036 | $6.0M | 0.00% | |
| 5 | EFVISHARES TR | 125,184 | $5.7M | 0.00% | |
| 6 | USIGISHARES TR | 111,005 | $5.5M | 0.00% | |
| 7 | EFGISHARES TR | 64,645 | $5.4M | 0.00% | |
| 8 | IWSISHARES TR | 45,390 | $4.8M | 0.00% | |
| 9 | IEMGISHARES INC | 101,179 | $4.7M | 0.00% | |
| 10 | IVVISHARES TR | 10,368 | $4.0M | 0.00% | |
| 11 | VGITVANGUARD SCOTTSDALE FDS | 61,787 | $3.6M | 0.00% | |
| 12 | VTWOVANGUARD SCOTTSDALE FDS | 43,705 | $3.1M | 0.00% | |
| 13 | VGSHVANGUARD SCOTTSDALE FDS | 46,852 | $2.7M | 0.00% | |
| 14 | BCCCGLOBAL X FDS | 93,158 | $2.5M | 0.00% | |
| 15 | ESGUISHARES TR | 28,228 | $2.4M | 0.00% | |
| 16 | VOOVANGUARD INDEX FDS | 6,338 | $2.2M | 0.00% | |
| 17 | IWPISHARES TR | 25,549 | $2.1M | 0.00% | |
| 18 | LITGLOBAL X FDS | 30,200 | $1.8M | 0.00% | |
| 19 | BOTZGLOBAL X FDS | 76,983 | $1.6M | 0.00% | |
| 20 | VGLTVANGUARD SCOTTSDALE FDS | 24,208 | $1.5M | 0.00% | |
| 21 | IUSBISHARES TR | 22,801 | $1.0M | 0.00% | |
| 22 | LOWLOWES COS INC | 4,976 | $991K | 0.00% | |
| 23 | PGPROCTER AND GAMBLE CO | 5,155 | $781K | 0.00% | |
| 24 | WMTWALMART INC | 5,489 | $778K | 0.00% | |
| 25 | BUFGFIRST TR EXCHNG TRADED FD VI | 43,170 | $775K | 0.00% | |
| 26 | EEMVISHARES INC | 14,237 | $755K | 0.00% | |
| 27 | SOSOUTHERN CO | 9,657 | $689K | 0.00% | |
| 28 | MSFTMICROSOFT CORP | 2,566 | $615K | 0.00% | |
| 29 | GISGENERAL MLS INC | 7,032 | $589K | 0.00% | |
| 30 | AAPLAPPLE INC | 4,469 | $580K | 0.00% | |
| 31 | SYYSYSCO CORP | 7,362 | $562K | 0.00% | |
| 32 | SPYMSPDR SER TR | 11,408 | $513K | 0.00% | |
| 33 | LMBSFIRST TR EXCHANGE-TRADED FD | 10,466 | $496K | 0.00% | |
| 34 | MMM3M CO | 3,921 | $470K | 0.00% | |
| 35 | HTRBHARTFORD FDS EXCHANGE TRADED | 13,490 | $445K | 0.00% | |
| 36 | EMBISHARES TR | 5,253 | $444K | 0.00% | |
| 37 | SPYGSPDR SER TR | 8,358 | $423K | 0.00% | |
| 38 | IWDISHARES TR | 2,776 | $420K | 0.00% | |
| 39 | IWFISHARES TR | 1,855 | $397K | 0.00% | |
| 40 | IYWISHARES TR | 5,307 | $395K | 0.00% | |
| 41 | IJRISHARES TR | 4,136 | $391K | 0.00% | |
| 42 | HONHONEYWELL INTL INC | 1,736 | $372K | 0.00% | |
| 43 | MBBISHARES TR | 3,962 | $367K | 0.00% | |
| 44 | MBOXEA SERIES TRUST | 14,330 | $362K | 0.00% | |
| 45 | FGDFIRST TR EXCHANGE TRADED FD | 16,021 | $352K | 0.00% | |
| 46 | MTUMISHARES TR | 2,273 | $331K | 0.00% | |
| 47 | USMVISHARES TR | 4,574 | $329K | 0.00% | |
| 48 | WDIVSPDR INDEX SHS FDS | 5,559 | $326K | 0.00% | |
| 49 | UPSUNITED PARCEL SERVICE INC | 1,752 | $304K | 0.00% | |
| 50 | SPYVSPDR SER TR | 7,790 | $302K | 0.00% | |
| 51 | VYMVANGUARD WHITEHALL FDS | 2,751 | $297K | 0.00% | |
| 52 | HYLBDBX ETF TR | 8,643 | $291K | 0.00% | |
| 53 | AQLTISHARES TR | 12,765 | $290K | 0.00% | |
| 54 | VGKVANGUARD INTL EQUITY INDEX F | 5,200 | $288K | 0.00% | |
| 55 | DIVGLOBAL X FDS | 14,718 | $276K | 0.00% | |
| 56 | EDIVSPDR INDEX SHS FDS | 11,106 | $266K | 0.00% | |
| 57 | SPABSPDR SER TR | 10,142 | $254K | 0.00% | |
| 58 | BABOEING CO | 1,325 | $252K | 0.00% | |
| 59 | BNDVANGUARD BD INDEX FDS | 3,454 | $248K | 0.00% | |
| 60 | AMZNAMAZON COM INC | 2,874 | $241K | 0.00% | |
| 61 | SHYGISHARES TR | 5,900 | $241K | 0.00% | |
| 62 | IDEVISHARES TR | 4,142 | $231K | 0.00% | |
| 63 | DFUSDIMENSIONAL ETF TRUST | 5,179 | $215K | 0.00% | |
| 64 | UNHUNITEDHEALTH GROUP INC | 401 | $212K | 0.00% | |
| 65 | IWMISHARES TR | 1,220 | $212K | 0.00% |