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Simplicity Solutions, LLC

13F
Simplicity Solutions, LLC
Last update 2024-01-29 1068 Stocks (128 new)
Value $3.66 Bil Turnover 11 %
Countries:
Simplicity Solutions, LLC Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MRTX
Mirati Therapeutics Inc
3,135,973
184,238.4
New Holding
5.040
+5.04%
4.470
+5.58%
-0.09%
4,117.7
Biotechnology
AAPL
Apple Inc
640,436
123,303.2
+3.09%
3.370
+0.10%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
VV
Vanguard Large Cap ETF
563,696
122,970.2
+4.11%
3.360
+0.13%
0.410
+19.63%
+7.58%
40,453.1
 
CEF
Sprott Physical Gold and Silver Trust
Sprott Physical Gold and Silver Trust
6,018,612
115,256.4
-3.75%
3.150
-0.13%
2.800
+7.62%
+33.75%
6,182.8
Asset Management
MSFT
Microsoft Corp
235,432
88,531.8
+2.97%
2.420
+0.07%
0.000
+38.00%
+20.34%
3,755,441.4
Software
SPY
S&P 500 ETF TRUST ETF
184,768
87,822.2
+2.69%
2.400
+0.06%
0.020
+19.62%
+7.94%
648,846.5
 
VTV
Vanguard Value ETF
555,546
83,054.1
-1.01%
2.270
-0.03%
0.080
+10.19%
+5.65%
134,245.4
 
VO
Vanguard Mid-Cap ETF
340,242
79,153.9
+2.92%
2.160
+0.06%
0.140
+15.94%
+8.25%
80,183.8
 
VTEB
Vanguard Tax-Exempt Bond ETF
1,392,376
71,080.8
+2.60%
1.940
+0.05%
0.260
+0.33%
-3.05%
35,727.7
 
PHYS
Sprott Physical Gold Trust
3,943,738
62,823.8
-2.43%
1.720
-0.05%
0.980
+2.17%
+30.64%
23,482.3
Asset Management

Simplicity Solutions, LLC's Historical Top Holdings Breakdowns

Simplicity Solutions, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MRTX Unlock Delisted
Mirati Therapeutics Inc
2023-12-31
New Buy
New Buy
+5.04%
41.99 ($56.22) 62.38
$58.70
4.41%
New holding
3,135,973
3,135,973
VPL
Vanguard FTSE Pacific ETF
2023-12-31
Add
Add
+0.44%
63.66 ($67.92) 72.07
$81.96
20.67%
Add 1029.03%
243,610
222,033
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2023-12-31
Add
Add
+0.43%
91.22 ($91.57) 91.84
$91.67
0.11%
Add 88.03%
369,763
173,115
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2023-12-31
Reduce
Reduce
-0.41%
57.34 ($57.8) 58.41
$58.61
1.40%
Reduce -50.56%
218,516
-223,443
GSY
Invesco Ultra Short Duration ETF
2023-12-31
Reduce
Reduce
-0.30%
49.63 ($49.81) 50.1
$50.10
0.58%
Reduce -53.23%
162,541
-184,970
SGOV
iShares 0-3 Month Treasury Bond ETF
2023-12-31
Add
Add
+0.22%
100.05 ($100.42) 100.73
$100.62
0.20%
Add 15.67%
583,689
79,066
SLV
iShares Silver Trust
2023-12-31
Add
Add
+0.17%
19.25 ($21.29) 23.33
$35.72
67.78%
Add 26.21%
1,845,900
383,336
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2023-12-31
Reduce
Reduce
-0.16%
46.72 ($47.37) 48.12
$50.13
5.83%
Reduce -15.12%
605,718
-107,917
BSV
Vanguard Short-Term Bond ETF
2023-12-31
Reduce
Reduce
-0.15%
74.64 ($75.7) 77.03
$78.50
3.70%
Reduce -39.69%
93,593
-61,587
KWEB
KraneShares CSI China Internet ETF
2023-12-31
Reduce
Reduce
-0.15%
25.64 ($27.1) 28.72
$36.41
34.35%
Reduce -44.11%
209,608
-165,425

Simplicity Solutions, LLC Total Holding History ($B)

To

Simplicity Solutions, LLC's Asset Allocation

To

Simplicity Solutions, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Simplicity Solutions, LLC's Hypothetical Growth since 2023-12-31

Simplicity Solutions, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Simplicity Solutions, LLC's Holdings Heat Map

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Simplicity Solutions, LLC's Holdings Bubble Chart

Simplicity Solutions, LLC News

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