SW
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Simplicity Wealth,LLC13F | |
| Simplicity Wealth,LLC | |
| Last update 2025-04-15 | 561 Stocks (284 new) |
| Value $1.29 Bil | Turnover 69 % |
Simplicity Wealth,LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUS | Avantis U.S. Equity ETF | 641,396 | 59,252.2 | New Holding | 4.610 | +4.61% | 0.770 | +18.90% | +6.42% | 8,878.4 | ||
VOO | Vanguard S&P 500 ETF | 93,536 | 48,068.9 | +16.37% | 3.740 | +0.53% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
IVV | iShares Core S&P 500 ETF | 83,044 | 46,662.5 | +56.93% | 3.630 | +1.32% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
AVIG | Avantis Core Fixed Income ETF | 1,031,606 | 42,698.2 | New Holding | 3.320 | +3.32% | 3.890 | +1.91% | +3.83% | 1,096.1 | ||
ERJ | Embraer SA | 670,600 | 30,981.7 | -0.71% | 2.410 | -0.04% | 0.370 | +13.29% | +34.54% | 9,059.7 | Aerospace & Defense | |
AVSF | Avantis Short-Term Fixed Income ETF | 617,528 | 28,863.2 | New Holding | 2.240 | +2.24% | 4.770 | +1.68% | +3.72% | 606.6 | ||
AVDE | Avantis International Equity ETF | 390,207 | 25,859.0 | New Holding | 2.010 | +2.01% | 0.430 | +13.05% | +22.08% | 7,437.6 | ||
AVLC | Avantis U.S. Large Cap Equity ETF | 338,512 | 21,732.5 | New Holding | 1.690 | +1.69% | 4.060 | +20.06% | +7.46% | 665.6 | ||
AAPL | Apple Inc | 92,962 | 20,649.6 | +120.38% | 1.610 | +0.88% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 189,816 | 20,572.3 | +19.66% | 1.600 | +0.26% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors |
Simplicity Wealth,LLC's Historical Top Holdings Breakdowns
Simplicity Wealth,LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVUS | Avantis U.S. Equity ETF | 2025-03-31 | New Buy New Buy | +4.61% | 90.7 ($97.44) 101.57 | $102.51 | 5.20% | New holding | 641,396 | 641,396 | |
FYT | FIRST TR EXCH TRD | 2025-03-31 | Sold Out Sold Out | -3.33% | 48.74 ($53.2) 56.7 | $51.64 | -2.93% | Sold Out | 0 | -290,153 | |
AVIG | Avantis Core Fixed Income ETF | 2025-03-31 | New Buy New Buy | +3.32% | 40.06 ($40.91) 41.55 | $41.20 | 0.72% | New holding | 1,031,606 | 1,031,606 | |
AVSF | Avantis Short-Term Fixed Income ETF | 2025-03-31 | New Buy New Buy | +2.24% | 45.96 ($46.37) 46.74 | $46.84 | 1.01% | New holding | 617,528 | 617,528 | |
AVDE | Avantis International Equity ETF | 2025-03-31 | New Buy New Buy | +2.01% | 60.63 ($65.05) 68.55 | $73.64 | 13.21% | New holding | 390,207 | 390,207 | |
AVLC | Avantis U.S. Large Cap Equity ETF | 2025-03-31 | New Buy New Buy | +1.69% | 63.18 ($67.9) 70.87 | $72.19 | 6.32% | New holding | 338,512 | 338,512 | |
MPLX | MPLX LP | 2025-03-31 | Sold Out Sold Out | -1.62% | 47.88 ($52.39) 54.65 | $50.80 | -3.03% | Sold Out | 0 | -162,749 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +1.37% | 32.42 ($34.71) 36.1 | $36.53 | 5.24% | Add 3279.4% | 550,538 | 534,247 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.32% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 56.93% | 83,044 | 30,127 | |
DYNI | IDX Dynamic Innovation ETF | 2025-03-31 | Sold Out Sold Out | -1.03% | 25.34 ($27.86) 29.95 | $26.28 | -5.67% | Sold Out | 0 | -177,045 |
Simplicity Wealth,LLC Total Holding History ($B)
Simplicity Wealth,LLC's Asset Allocation
Simplicity Wealth,LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Simplicity Wealth,LLC's Hypothetical Growth since 2025-03-31
Simplicity Wealth,LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Simplicity Wealth,LLC's Holdings Heat Map
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Simplicity Wealth,LLC's Holdings Bubble Chart
Simplicity Wealth,LLC News
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