| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q3 2023 | 8.7% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 5.3% |
| SPDR SER TR | 8 | Q3 2023 | 4.6% |
| SPDR SER TR | 8 | Q3 2023 | 2.3% |
| ISHARES TR | 8 | Q3 2023 | 2.4% |
| APPLE INC | 8 | Q3 2023 | 1.5% |
| MICROSOFT CORP | 8 | Q3 2023 | 0.5% |
| ISHARES TR | 7 | Q3 2023 | 5.1% |
| SPDR SER TR | 7 | Q3 2023 | 8.6% |
| SPDR INDEX SHS FDS | 7 | Q3 2023 | 4.2% |
View Simplicity Wealth,LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-20 |
| 13F-HR | 2022-02-25 |
View Simplicity Wealth,LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.