Simplicity Wealth,LLC Q4 2023 Filing
Filed January 29, 2024
Portfolio Value
$258.4B
Holdings
180
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (180 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWYISHARES TR | 108,601 | $19K | 0.00% | |
| 2 | IVVISHARES TR | 34,925 | $16K | 0.00% | |
| 3 | FTSMFIRST TR EXCHANGE-TRADED FD | 284,183 | $16K | 0.00% | |
| 4 | IWXISHARES TR | 167,629 | $11K | 0.00% | |
| 5 | IUSBISHARES TR | 195,811 | $9K | 0.00% | |
| 6 | EFVISHARES TR | 181,999 | $9K | 0.00% | |
| 7 | EFGISHARES TR | 85,517 | $8K | 0.00% | |
| 8 | VMBSVANGUARD SCOTTSDALE FDS | 181,002 | $8K | 0.00% | |
| 9 | USIGISHARES TR | 142,055 | $7K | 0.00% | |
| 10 | IEMGISHARES INC | 157,616 | $7K | 0.00% | |
| 11 | IWSISHARES TR | 57,921 | $6K | 0.00% | |
| 12 | SPABSPDR SER TR | 199,102 | $5K | 0.00% | |
| 13 | VGITVANGUARD SCOTTSDALE FDS | 83,069 | $4K | 0.00% | |
| 14 | IWPISHARES TR | 45,090 | $4K | 0.00% | |
| 15 | VGSHVANGUARD SCOTTSDALE FDS | 72,118 | $4K | 0.00% | |
| 16 | VOOVANGUARD INDEX FDS | 7,079 | $3K | 0.00% | |
| 17 | TFLOISHARES TR | 59,623 | $3K | 0.00% | |
| 18 | MBBISHARES TR | 33,240 | $3K | 0.00% | |
| 19 | VTWOVANGUARD SCOTTSDALE FDS | 42,371 | $3K | 0.00% | |
| 20 | IWFISHARES TR | 10,409 | $3K | 0.00% | |
| 21 | QUALISHARES TR | 26,528 | $3K | 0.00% | |
| 22 | MSFTMICROSOFT CORP | 5,597 | $2K | 0.00% | |
| 23 | VGLTVANGUARD SCOTTSDALE FDS | 35,854 | $2K | 0.00% | |
| 24 | SPYMSPDR SER TR | 37,687 | $2K | 0.00% | |
| 25 | IWDISHARES TR | 16,586 | $2K | 0.00% | |
| 26 | MUBISHARES TR | 25,074 | $2K | 0.00% | |
| 27 | WMTWALMART INC | 13,206 | $2K | 0.00% | |
| 28 | TLTISHARES TR | 27,442 | $2K | 0.00% | |
| 29 | LOWLOWES COS INC | 5,167 | $1K | 0.00% | |
| 30 | SPTSSPDR SER TR | 52,559 | $1K | 0.00% | |
| 31 | AQLTISHARES TR | 47,858 | $1K | 0.00% | |
| 32 | IVWISHARES TR | 14,197 | $1K | 0.00% | |
| 33 | LQDISHARES TR | 14,824 | $1K | 0.00% | |
| 34 | IEFISHARES TR | 11,425 | $1K | 0.00% | |
| 35 | UNHUNITEDHEALTH GROUP INC | 1,905 | $1K | 0.00% | |
| 36 | VEUVANGUARD INTL EQUITY INDEX F | 20,378 | $1K | 0.00% | |
| 37 | ESGUISHARES TR | 16,377 | $1K | 0.00% | |
| 38 | AMZNAMAZON COM INC | 10,322 | $1K | 0.00% | |
| 39 | XLVSELECT SECTOR SPDR TR | 9,827 | $1K | 0.00% | |
| 40 | VVISA INC | 3,938 | $1K | 0.00% | |
| 41 | XLKSELECT SECTOR SPDR TR | 5,972 | $1K | 0.00% | |
| 42 | AAPLAPPLE INC | 5,497 | $1K | 0.00% | |
| 43 | IHYFINVESCO ACTIVELY MANAGED ETF | 60,847 | $1K | 0.00% | |
| 44 | IYWISHARES TR | 12,173 | $1K | 0.00% | |
| 45 | PGPROCTER AND GAMBLE CO | 9,489 | $1K | 0.00% | |
| 46 | OEFISHARES TR | 5,393 | $1K | 0.00% | |
| 47 | TIPISHARES TR | 6,843 | $0 | 0.00% | |
| 48 | ADBEADOBE INC | 943 | $0 | 0.00% | |
| 49 | CMICUMMINS INC | 2,244 | $0 | 0.00% | |
| 50 | PDBCINVESCO ACTVELY MNGD ETC FD | 15,790 | $0 | 0.00% | |
| 51 | KOCOCA COLA CO | 11,293 | $0 | 0.00% | |
| 52 | VWOVANGUARD INTL EQUITY INDEX F | 7,787 | $0 | 0.00% | |
| 53 | VWOBVANGUARD WHITEHALL FDS | 3,512 | $0 | 0.00% | |
| 54 | SCHMSCHWAB STRATEGIC TR | 4,495 | $0 | 0.00% | |
| 55 | IDEVISHARES TR | 4,716 | $0 | 0.00% | |
| 56 | JPMJPMORGAN CHASE & CO | 2,172 | $0 | 0.00% | |
| 57 | BABOEING CO | 1,410 | $0 | 0.00% | |
| 58 | GOLDGOLDMINING INC | 10,000 | $0 | 0.00% | |
| 59 | UPSUNITED PARCEL SERVICE INC | 2,474 | $0 | 0.00% | |
| 60 | IBTHISHARES TR | 23,261 | $0 | 0.00% | |
| 61 | GOOGALPHABET INC | 4,344 | $0 | 0.00% | |
| 62 | SPYGSPDR SER TR | 13,872 | $0 | 0.00% | |
| 63 | DYHTARGET CORP | 1,473 | $0 | 0.00% | |
| 64 | EMREMERSON ELEC CO | 5,869 | $0 | 0.00% | |
| 65 | XLCSELECT SECTOR SPDR TR | 9,454 | $0 | 0.00% | |
| 66 | IGIBISHARES TR | 4,405 | $0 | 0.00% | |
| 67 | XLFISELECT SECTOR SPDR TR | 9,041 | $0 | 0.00% | |
| 68 | BNDVANGUARD BD INDEX FDS | 4,672 | $0 | 0.00% | |
| 69 | NOWSERVICENOW INC | 655 | $0 | 0.00% | |
| 70 | HDHOME DEPOT INC | 2,173 | $0 | 0.00% | |
| 71 | SPEMSPDR INDEX SHS FDS | 10,285 | $0 | 0.00% | |
| 72 | TXNTEXAS INSTRS INC | 3,516 | $0 | 0.00% | |
| 73 | BACVERIZON COMMUNICATIONS INC | 7,359 | $0 | 0.00% | |
| 74 | IXCISHARES TR | 8,851 | $0 | 0.00% | |
| 75 | ADPAUTOMATIC DATA PROCESSING IN | 2,363 | $0 | 0.00% | |
| 76 | GOOGLALPHABET INC | 2,822 | $0 | 0.00% | |
| 77 | IJRISHARES TR | 2,870 | $0 | 0.00% | |
| 78 | XLYSELECT SECTOR SPDR TR | 2,524 | $0 | 0.00% | |
| 79 | TSCOTRACTOR SUPPLY CO | 2,753 | $0 | 0.00% | |
| 80 | VEAVANGUARD TAX-MANAGED FDS | 5,976 | $0 | 0.00% | |
| 81 | JNJJOHNSON & JOHNSON | 4,636 | $0 | 0.00% | |
| 82 | DIVGLOBAL X FDS | 12,160 | $0 | 0.00% | |
| 83 | JHMLJOHN HANCOCK EXCHANGE TRADED | 4,222 | $0 | 0.00% | |
| 84 | SCZISHARES TR | 3,765 | $0 | 0.00% | |
| 85 | SCHDSCHWAB STRATEGIC TR | 5,664 | $0 | 0.00% | |
| 86 | MMM3M CO | 4,459 | $0 | 0.00% | |
| 87 | IFRAISHARES TR | 8,058 | $0 | 0.00% | |
| 88 | NVDANVIDIA CORPORATION | 1,387 | $0 | 0.00% | |
| 89 | SPTMSPDR SER TR | 5,194 | $0 | 0.00% | |
| 90 | XOMEXXON MOBIL CORP | 2,148 | $0 | 0.00% | |
| 91 | APDAIR PRODS & CHEMS INC | 1,958 | $0 | 0.00% | |
| 92 | SPYSPDR S&P 500 ETF TR | 1,325 | $0 | 0.00% | |
| 93 | CHDCHURCH & DWIGHT CO INC | 7,001 | $0 | 0.00% | |
| 94 | HYLBDBX ETF TR | 13,445 | $0 | 0.00% | |
| 95 | AQLTISHARES TR | 15,766 | $0 | 0.00% | |
| 96 | CWBSPDR SER TR | 3,863 | $0 | 0.00% | |
| 97 | TIPXSPDR SER TR | 27,683 | $0 | 0.00% | |
| 98 | GISGENERAL MLS INC | 7,810 | $0 | 0.00% | |
| 99 | PYPLPAYPAL HLDGS INC | 3,915 | $0 | 0.00% | |
| 100 | SPDWSPDR INDEX SHS FDS | 20,503 | $0 | 0.00% |
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