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CIK: 0001913243
Total reported value
$3.0B
$3.0B
1240 檔
21.0%
During the Q2 2024 filing period, Simplicity Wealth,LLC (CIK: 0001913243) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.0B across 1240 reported positions.
During Q2 2024, Simplicity Wealth,LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 3.40% | -0.09% | +3.47% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.39% | -2.86% | |
| 3 | CEF | Sprott Physical Gold And Sil | Stock-Other | 2.90% | -0.03% | -1.70% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.04% | -0.41% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | +0.27% | -7.96% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.07% | -0.11% | +6.56% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.06% | -0.04% | +0.91% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | +0.07% | +849.66% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.60% | -0.04% | -1.46% | |
| 10 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.56% | — | -2.13% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.06% | -1.52% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | -0.10% | -3.52% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.29% | — | +4.02% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.90% | -18.29% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.21% | +0.03% | -15.10% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.19% | — | -9.66% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | -0.01% | -0.43% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | +0.31% | -23.99% | |
| 19 | SLV | Ishares Silver Trust | ETF-Commodities | 0.82% | -0.04% | -16.56% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.13% | +2.98% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.04% | +0.95% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.78% | -0.01% | +7.94% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | -0.25% | +5661.33% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.69% | -0.09% | +5323.04% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.65% | +3.71% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.67% | -0.08% | -0.22% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.09% | -1.54% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.01% | +2.11% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.28% | +1.09% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.07% | +90.45% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | -0.02% | +1.74% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.05% | +8.73% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.16% | +11.25% | |
| 34 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.51% | -0.04% | +1.29% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.25% | +38.70% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | +0.03% | +0.33% | |
| 37 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.43% | — | -1.43% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.11% | +3.60% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.41% | — | -2.27% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.11% | -3.10% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.40% | — | -20.15% | |
| 42 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 0.40% | — | -0.19% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | -0.03% | -1.38% | |
| 44 | DFAT | Dimensional US Target Value | ETF-Other | 0.39% | -0.07% | — | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.39% | -0.28% | +1.81% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.09% | +5.06% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.38% | +0.43% | NEW | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.04% | +2.57% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.36% | -0.10% | +19.44% | |
| 50 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.35% | +0.01% | NEW |
According to official SEC Form 13F filings, Simplicity Wealth,LLC reported a total U.S. public equity portfolio value of $3.0B across 1240 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VV, AAPL, CEF) accounted for 21.0% of total reported equity market value during Q2 2024.
During Q2 2024, Simplicity Wealth,LLC's top holdings by market value included VV (3.4%)、AAPL (3.1%)、CEF (2.9%). The largest single position, VV, represented 3.4% of total portfolio value.
In Q2 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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