Simplicity Wealth,Llc Incresed Positions in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
AAPL
Apple Inc.

Technology
50.8K
+ 120.38%
$209.68 - $247.1 $10.6M - $12.5M
93K $20.6M
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
IWX
Ishares Tr Russell 200 Value E

ETFs
87K
+ 729.18%
$78.54 - $84.86 $6.83M - $7.38M
99K $8.05M
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
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
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
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
XLF
Financial Sector Spdr

ETFs
67.9K
+ 1533.99%
$47.32 - $52.19 $3.21M - $3.54M
72.3K $3.56M
JPM
Jpmorgan Chase & CO

Financial Services
13.2K
+ 78.94%
$225.19 - $279.95 $2.96M - $3.69M
29.8K $7.32M
PEP
Pepsico Inc

Consumer Defensive
21.9K
+ 304.38%
$142.64 - $156.42 $3.12M - $3.42M
29.1K $4.36M
JNJ
Johnson & Johnson

Healthcare
18.2K
+ 175.32%
$142.06 - $167.7 $2.58M - $3.04M
28.5K $4.73M
ABBV
Abb Vie Inc.

Healthcare
14.6K
+ 266.62%
$169.2 - $216.66 $2.47M - $3.16M
20K $4.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
17.3K
+ 790.66%
$182.82 - $196.21 $3.16M - $3.39M
19.5K $3.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
114K
+ 340.97%
$27.01 - $28.54 $3.07M - $3.25M
147K $4.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.88K
+ 83.03%
$360.07 - $417.26 $3.56M - $4.12M
21.8K $7.86M
HD
Home Depot, Inc.

Consumer Cyclical
8.57K
+ 217.15%
$347.25 - $424.87 $2.98M - $3.64M
12.5K $4.59M
UNH
Unitedhealth Group Inc

Healthcare
5.66K
+ 252.12%
$461.52 - $548.18 $2.61M - $3.1M
7.9K $4.14M
KO
Coca Cola CO

Consumer Defensive
40.5K
+ 723.75%
$60.81 - $72.32 $2.46M - $2.93M
46.1K $3.3M
XOM
Exxon Mobil Corp

Energy
23.1K
+ 161.57%
$105.44 - $118.93 $2.44M - $2.75M
37.5K $4.45M
VGSH
Vanguard

ETFs
49.4K
+ 274.22%
$58.07 - $58.68 $2.87M - $2.9M
67.5K $3.96M
MRK
Merck & Co., Inc.

Healthcare
30.3K
+ 991.66%
$83.01 - $101.02 $2.52M - $3.06M
33.4K $3M
LLY
Eli Lilly & CO

Healthcare
2.92K
+ 114.89%
$725.72 - $929.72 $2.12M - $2.71M
5.46K $4.51M
ORCL
Oracle Corp

Technology
19.1K
+ 289.24%
$139.81 - $186.47 $2.67M - $3.56M
25.7K $3.59M
COST
Costco Wholesale Corp

Consumer Defensive
2.59K
+ 252.53%
$890.62 - $1076.86 $2.31M - $2.79M
3.62K $3.42M
BAC
Bank Of America Corp

Financial Services
56.7K
+ 821.66%
$39.61 - $47.74 $2.25M - $2.71M
63.6K $2.65M
SRLN
Ssga Active Trust

ETFs
57.4K
+ 131.33%
$41.02 - $41.99 $2.35M - $2.41M
101K $4.15M
WFC
Wells Fargo & Company

Financial Services
31.7K
+ 163.68%
$66.78 - $81.42 $2.12M - $2.58M
51.1K $3.67M
MO
Altria Group, Inc.

Consumer Defensive
35.2K
+ 152.24%
$50.81 - $60.02 $1.79M - $2.11M
58.3K $3.5M
GOOGL
Alphabet Inc.

Communication Services
18K
+ 116.09%
$154.33 - $206.19 $2.78M - $3.72M
33.6K $5.18M
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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