Simplicity Wealth,LLC
752 holdingsFiling period: 2026-03-31Current AUM: $1.94Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 689.8K | $76.7M | $88.0M | 4.54% | -9,127 | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 96.8K | $57.8M | $66.5M | 3.43% | +1.7K | 2026-03-31 |
| 3 | AVDE | AMERICAN CENTY ETF TR | 647.8K | $55.0M | $59.1M | 3.05% | +31.7K | 2026-03-31 |
| 4 | AVIG | AMERICAN CENTY ETF TR | 1.21M | $50.4M | $49.4M | 2.55% | +52.1K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 52.8K | $34.5M | $39.6M | 2.04% | +9.0K | 2026-03-31 |
| 6 | AVSF | AMERICAN CENTY ETF TR | 731.7K | $34.2M | $33.9M | 1.75% | +65.6K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 182.1K | $31.8M | $36.6M | 1.89% | +4.6K | 2026-03-31 |
| 8 | SPYM | SPDR SERIES TRUST | 414.6K | $31.7M | $36.4M | 1.88% | +76.8K | 2026-03-31 |
| 9 | AVLC | AMERICAN CENTY ETF TR | 371.4K | $28.8M | $33.1M | 1.71% | -2,654 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 107.3K | $27.2M | $33.2M | 1.71% | +5.0K | 2026-03-31 |
| 11 | TLT | ISHARES TR | 282.9K | $24.5M | $23.3M | 1.20% | +40.0K | 2026-03-31 |
| 12 | AVEM | AMERICAN CENTY ETF TR | 284.7K | $22.9M | $25.5M | 1.31% | +36.0K | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 53.2K | $19.7M | $24.7M | 1.28% | +4.8K | 2026-03-31 |
| 14 | IEMG | ISHARES INC | 263.7K | $18.4M | $20.5M | 1.06% | +7.2K | 2026-03-31 |
| 15 | DFAC | DIMENSIONAL ETF TRUST | 444.6K | $17.3M | $19.8M | 1.02% | -22,141 | 2026-03-31 |
| 16 | IWY | ISHARES TR | 64.1K | $16.0M | $17.7M | 0.91% | +4.6K | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 71.3K | $14.8M | $19.4M | 1.00% | +7.5K | 2026-03-31 |
| 18 | AVUV | AMERICAN CENTY ETF TR | 131.8K | $14.6M | $16.5M | 0.85% | -1,390 | 2026-03-31 |
| 19 | SPAB | SPDR SERIES TRUST | 530.9K | $13.6M | $13.3M | 0.69% | +119.3K | 2026-03-31 |
| 20 | AVSC | AMERICAN CENTY ETF TR | 217.9K | $13.6M | $15.8M | 0.81% | -893 | 2026-03-31 |
| 21 | JHMD | JOHN HANCOCK EXCHANGE TRADED | 316.7K | $13.4M | $14.4M | 0.74% | +76.1K | 2026-03-31 |
| 22 | JHML | JOHN HANCOCK EXCHANGE TRADED | 168.4K | $13.2M | $15.0M | 0.77% | +39.8K | 2026-03-31 |
| 23 | DFSB | DIMENSIONAL ETF TRUST | 252.0K | $13.0M | $12.8M | 0.66% | -2,301 | 2026-03-31 |
| 24 | IUSB | ISHARES TR | 274.0K | $12.7M | $12.5M | 0.64% | +18.7K | 2026-03-31 |
| 25 | EFV | ISHARES TR | 165.6K | $12.3M | $13.4M | 0.69% | +6.0K | 2026-03-31 |
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