Simplicity Wealth,Llc ETFs

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DVY Ishares Tr	$0	$373,000 0.03% of portfolio	2,817	Q1 2025 Reduced 59.16%
MBSD Flexshares Tr Disciplined Dura	$0	$366,000 0.03% of portfolio	17,734	Q1 2025 New
UAUG Innovator U.S. Equity Ultra Bu	$0	$356,000 0.03% of portfolio	10,329	Q1 2025 New
CWI Spdr Ser Tr Spdr Msci Acwi Ex	$0	$356,000 0.03% of portfolio	11,972	Q1 2025 New
IGF Ishares Global Infrastructure	$0	$350,000 0.03% of portfolio	6,434	Q1 2025 New
SPMD Spdr Portfolio	$0	$349,000 0.03% of portfolio	6,844	Q2 2024 New
DFAU Dimensional ETF Tr	$0	$341,000 0.03% of portfolio	8,928	Q1 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$340,000 0.03% of portfolio	3,073	Q1 2025 Added 2.06%
GSST Goldman Sachs ETF Tr Access Ul	$0	$334,000 0.03% of portfolio	6,621	Q1 2025 New
SPIB Spdr Portfolio Intermediate Te	$0	$322,000 0.03% of portfolio	9,693	Q1 2025 New
QQQM Invesco Exchange Traded Fd Tr	$0	$320,000 0.03% of portfolio	1,660	Q1 2025 New
BOTZ Global X Fds	$0	$318,000 0.03% of portfolio	10,993	Q1 2025 Added 3.71%
SHYG Ishares 0 5 Year High Yield CO	$0	$311,000 0.03% of portfolio	7,337	Q1 2024 New
FTGC First Trust Global Tactical CO	$0	$305,000 0.03% of portfolio	12,068	Q1 2025 New
VIOV Vanguard S&P Small Cap 600 Val	$0	$303,000 0.03% of portfolio	3,632	Q1 2025 New
IWN Ishares Russell2000 Val ETF	$0	$302,000 0.03% of portfolio	2,000	Q1 2025 New
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$298,000 0.02% of portfolio	4,941	Q1 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$283,000 0.02% of portfolio	7,192	Q1 2025 Reduced 80.07%
FSMB First Tr Et Fd Iii Short Durat	$0	$281,000 0.02% of portfolio	14,201	Q1 2025 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$277,000 0.02% of portfolio	4,064	Q1 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$276,000 0.02% of portfolio	2,283	Q1 2025 New
VCIT Vanguard Intermediate Term Cor	$0	$275,000 0.02% of portfolio	3,368	Q1 2025 New
DIV Global X Superdividend Us ETF	$0	$272,000 0.02% of portfolio	15,867	Q1 2025 New
CLOI Vaneck ETF Tr	$0	$260,000 0.02% of portfolio	4,934	Q1 2025 New
KWEB Kraneshares Tr Csi China Inter	$0	$259,000 0.02% of portfolio	7,396	Q1 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$256,000 0.02% of portfolio	3,482	Q1 2025 New
GBIL Goldman Sachs Access Treasury	$0	$252,000 0.02% of portfolio	2,520	Q1 2025 New
DFEV Dimensional ETF Tr Emerging Mk	$0	$251,000 0.02% of portfolio	9,289	Q1 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$250,000 0.02% of portfolio	4,011	Q3 2024 Reduced 70.49%
EPS Wisdomtree U.S. Largecap Fund	$0	$247,000 0.02% of portfolio	4,204	Q1 2025 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$246,000 0.02% of portfolio	18,323	Q1 2025 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$245,000 0.02% of portfolio	4,679	Q3 2024 New
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$244,000 0.02% of portfolio	8,483	Q1 2025 New
DFSV Dimensional ETF Tr Dimensional	$0	$242,000 0.02% of portfolio	8,644	Q1 2025 Reduced 54.62%
DSI Ishares Msci Kld 400 Social Et	$0	$241,000 0.02% of portfolio	2,368	Q1 2025 New
BUFG Ft Exch Trd Fd Viii Cboe Vest	$0	$236,000 0.02% of portfolio	10,002	Q1 2025 New
OMFL Invesco Exchange Traded Self I	$0	$235,000 0.02% of portfolio	4,468	Q1 2025 New
SPSB Spdr Portfolio Short Term Corp	$0	$229,000 0.02% of portfolio	7,630	Q1 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$228,000 0.02% of portfolio	1,882	Q1 2025 New
PAVE Global X Fds Us Infrastructure	$0	$228,000 0.02% of portfolio	6,086	Q1 2025 New
VXF Vanguard Extended Market ETF	$0	$225,000 0.02% of portfolio	1,306	Q3 2024 Reduced 76.61%
BNDX Vanguard Total International B	$0	$223,000 0.02% of portfolio	4,576	Q1 2025 Added 0.35%
ISMD Northern Lts Fd Tr Iv	$0	$222,000 0.02% of portfolio	6,510	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$217,000 0.02% of portfolio	9,276	Q1 2025 Added 1.88%
SCHE Schwab Strategic Tr Us Emergin	$0	$217,000 0.02% of portfolio	7,869	Q1 2025 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$211,000 0.02% of portfolio	9,141	Q1 2025 New
QEFA Spdr Index Shs Fds Msci Eafe S	$0	$210,000 0.02% of portfolio	2,808	Q2 2024 New
DFAR Dimensional ETF Tr Dimensional	$0	$209,000 0.02% of portfolio	8,904	Q1 2025 Reduced 25.92%
EEMV Ishares Msci Emerging Markets	$0	$209,000 0.02% of portfolio	3,586	Q1 2025 Reduced 10.48%
LEMB Ishares Inc Jp Morgan Em Local	$0	$207,000 0.02% of portfolio	5,550	Q3 2024 Reduced 85.01%

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