Simplicity Wealth,LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Summit, NJ
CIK
0001913243
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 180 258,367 IWY, FTSM, IVV, IWX 13F-HR 1/29/2024 000106299324001494
Q3 2023 93 170,863 IWY, FTSM, IWX, IVV 13F-HR 10/19/2023 000106299323019571
Q2 2023 77 160,819 IWY, FTSM, IWX, EFG 13F-HR 7/26/2023 000106299323015331
Q1 2023 69 150,364 FTSM, IWY, IWX, EFG 13F-HR 4/27/2023 000106299323009559
Q4 2022 65 113,295 FTSM, IWY, IWX, VMBS 13F-HR 2/15/2023 000106299323003584
Q3 2022 68 74,485 SPTS, SPYG, BKLN, SPYV 13F-HR 10/12/2022 000106299322020720
Q2 2022 53 68,512 SPTS, SPYG, BKLN, SPYV 13F-HR 7/19/2022 000106299322016478
Q1 2022 66 102,818 SPYG, SCHM, SPYV, XLK 13F-HR 5/19/2022 000106299322013058
Q4 2021 60 185,455 XLK, SPYG, SPYV, SCHM 13F-HR 2/25/2022 000106299322005659