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CIK: 0001913243
Total reported value
$3.0B
$3.0B
1177 檔
19.5%
As reported in its official Q1 2024 Form 13F filing, Simplicity Wealth,LLC's tracked investment portfolio stood at $3.0B with 1177 total positions.
During Q1 2024, Simplicity Wealth,LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VV, CEF, AAPL) accounted for 19.5% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 1177 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 3.32% | -0.09% | — | |
| 2 | CEF | Sprott Physical Gold And Sil | Stock-Other | 2.87% | -0.03% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.39% | +11973.93% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.04% | +4496.84% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | +0.27% | +14115.17% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.19% | -0.04% | — | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.11% | -0.11% | +26407.11% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.73% | -0.04% | — | |
| 9 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.61% | — | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | -0.90% | +1818.70% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.07% | +5060.27% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.51% | +0.03% | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | -0.10% | +219.62% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.39% | — | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.06% | +2940.07% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.28% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | +0.31% | +7298.55% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | -0.01% | +10432.93% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.13% | +6611.37% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.75% | -0.01% | — | |
| 21 | SLV | Ishares Silver Trust | ETF-Commodities | 0.75% | -0.04% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.04% | +4253.71% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.09% | +10260.53% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | -0.08% | — | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.01% | +2744.55% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | -0.02% | +7497.42% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.65% | +5497.34% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.16% | +8681.92% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.52% | -0.25% | +2.61% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.05% | +4772.51% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.28% | +5961.69% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | +0.03% | +2695.15% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.47% | — | — | |
| 34 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.47% | -0.04% | — | |
| 35 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.46% | — | — | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.44% | — | +339.04% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.09% | +2102.85% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | -0.03% | +514.77% | |
| 39 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 0.43% | — | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.11% | +1050.15% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.04% | +1456.73% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | -0.28% | — | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.40% | +0.43% | NEW | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.11% | +4139.68% | |
| 45 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.39% | -0.19% | -4.05% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | -0.04% | +346.45% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.37% | -0.01% | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.25% | +1554.59% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.36% | -0.01% | +5858.86% | |
| 50 | FYT | First Trust Small Cap Val | ETF-Small Cap | 0.36% | — | — |
According to official SEC Form 13F filings, Simplicity Wealth,LLC reported a total U.S. public equity portfolio value of $3.0B across 1177 disclosed positions in Q1 2024.
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During Q1 2024, Simplicity Wealth,LLC's top holdings by market value included VV (3.3%)、CEF (2.9%)、AAPL (2.7%). The largest single position, VV, represented 3.3% of total portfolio value.
In Q1 2024, Simplicity Wealth,LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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