Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
641K
New
$90.7 - $101.57 $58.2M - $65.1M
641K $58.9M
AVIG
American Centy ETF Tr Avantis

ETFs
1.03M
New
$40.06 - $41.55 $41.3M - $42.9M
1.03M $42.6M
AVSF
American Centy ETF Tr Avantis

ETFs
618K
New
$45.96 - $46.74 $28.4M - $28.9M
618K $28.9M
AVDE
American Centy ETF Tr Avantis

ETFs
390K
New
$60.63 - $68.55 $23.7M - $26.7M
390K $26.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
534K
+ 3279.4%
$32.42 - $36.13 $17.3M - $19.3M
551K $18.1M
IVV
Ishares Core S&P 500 ETF

ETFs
30.1K
+ 56.93%
$554.06 - $615.85 $16.7M - $18.6M
83K $46.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
55.2K
+ 2559.28%
$210.19 - $243.33 $11.6M - $13.4M
57.3K $12.1M
AVEM
American Centy ETF Tr Avantis

ETFs
190K
New
$57.11 - $62.4 $10.9M - $11.9M
190K $11.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
173K
+ 2514.31%
$59.78 - $60.03 $10.4M - $10.4M
180K $10.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
218K
+ 148.22%
$44.72 - $46.25 $9.77M - $10.1M
366K $16.8M
AVUV
American Centy ETF Tr Avantis

ETFs
113K
New
$84.95 - $100.62 $9.61M - $11.4M
113K $9.84M
AVSC
American Centy ETF Tr Avantis
199K
New
$48.08 - $56.12 $9.55M - $11.2M
199K $9.62M
MUB
Ishares National Muni Bond ETF

ETFs
86.8K
+ 666.35%
$104.71 - $107.69 $9.09M - $9.35M
99.8K $10.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
95.9K
+ 651.8%
$91.45 - $91.75 $8.77M - $8.8M
111K $10.1M
EFV
Msci Eafe Value ETF

ETFs
139K
+ 2187.26%
$51.88 - $60.73 $7.23M - $8.47M
146K $8.67M
GTO
Invesco Actively Managed ETF T

ETFs
167K
New
$45.9 - $47.37 $7.64M - $7.89M
167K $7.79M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
376K
New
$20.7 - $21.15 $7.79M - $7.96M
376K $7.79M
IWX
Ishares Tr Russell 200 Value E

ETFs
87K
+ 729.18%
$78.54 - $84.86 $6.83M - $7.38M
99K $8.05M
PG
Procter & Gamble CO

Consumer Defensive
40.8K
+ 258.52%
$158.56 - $176.26 $6.47M - $7.19M
56.6K $9.64M
IEMG
Ishares Inc

ETFs
129K
+ 131.16%
N/A
227K $12.2M
MSFT
Microsoft Corp

Technology
20.4K
+ 76.89%
$375.39 - $447.2 $7.67M - $9.13M
47K $17.6M
EFG
Msci Eafe Growth ETF

ETFs
62.8K
+ 1622.8%
$96.1 - $106.37 $6.04M - $6.68M
66.7K $6.73M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
61.4K
+ 1774.41%
$95.85 - $99.25 $5.88M - $6.09M
64.8K $6.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
64.9K
New
$92.45 - $106.69 $6M - $6.93M
64.9K $6.01M
AMZN
Amazon Com Inc

Consumer Cyclical
36.3K
+ 114.23%
$190.26 - $242.06 $6.91M - $8.79M
68.1K $13M
META
Meta Platforms, Inc.

Communication Services
10.3K
+ 168.03%
$576.36 - $736.67 $5.93M - $7.58M
16.4K $9.46M
QUAL
Ishares Msci Usa Quality Facto

ETFs
34.1K
+ 340.69%
$168.16 - $186.21 $5.74M - $6.35M
44.1K $7.49M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
114K
+ 1697.31%
$44.68 - $46.49 $5.11M - $5.32M
121K $5.61M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
100K
+ 1706.31%
$49.67 - $51.43 $4.98M - $5.16M
106K $5.41M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
39K
+ 2226.23%
$126.11 - $135.06 $4.92M - $5.27M
40.8K $5.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
100K
New
$48.06 - $53.73 $4.83M - $5.4M
100K $4.87M
AVDV
American Centy ETF Tr Avantis

ETFs
65.4K
New
$63.74 - $71.96 $4.17M - $4.71M
65.4K $4.61M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
111K
+ 2001.58%
$39.96 - $43.3 $4.45M - $4.83M
117K $4.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.2K
+ 16.37%
$507.05 - $563.67 $6.67M - $7.42M
93.5K $47.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
92K
+ 379.32%
$46.74 - $47.55 $4.3M - $4.38M
116K $5.53M
VGIT
Vanguard Intermediate Term Tre

ETFs
72.4K
New
$57.44 - $59.4 $4.16M - $4.3M
72.4K $4.3M
AVRE
American Centy ETF Tr Avantis
97.3K
New
$40.62 - $44.31 $3.95M - $4.31M
97.3K $4.16M
IVE
Ishares S&P 500 Value ETF

ETFs
21.8K
New
$185.78 - $198.58 $4.06M - $4.34M
21.8K $4.12M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
96.1K
+ 352.42%
$40.79 - $42.32 $3.92M - $4.07M
123K $5.18M
IWS
Ishares Russell Midcap Value E

ETFs
31.4K
+ 1642.19%
$122.59 - $135.24 $3.86M - $4.25M
33.4K $4.17M
V
Visa Inc.

Financial Services
10.2K
+ 122.06%
$306.92 - $362.71 $3.13M - $3.7M
18.6K $6.51M
WMT
Walmart Inc.

Consumer Defensive
44.1K
+ 348.14%
$84.5 - $105.05 $3.73M - $4.63M
56.8K $4.98M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
100K
New
$37.84 - $39.74 $3.79M - $3.98M
100K $3.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
144K
New
$24.73 - $25.62 $3.57M - $3.7M
144K $3.68M
MBB
Ishares Tr

ETFs
38.9K
New
$90.37 - $94.08 $3.51M - $3.66M
38.9K $3.64M
DFAT
Dimensional ETF Tr U S Target

ETFs
70.3K
New
$50.44 - $58.1 $3.55M - $4.09M
70.3K $3.62M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
69.3K
New
$50.21 - $51.23 $3.48M - $3.55M
69.3K $3.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
131K
New
$25.35 - $27.46 $3.32M - $3.59M
131K $3.48M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
33.3K
New
$97.25 - $104.79 $3.23M - $3.49M
33.3K $3.43M
Activity Summary
Buys All Purchases 489 New Holdings 284 Increased Positions 205 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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