Instuitional Investor - Simplicity Wealth,llc
Fund Profile
Filing Period:
| Fund Name: | Simplicity Wealth,llc |
| Portfolio Value | $258,367,415 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 108,601 | $19,028,987 | 7.36% | |
| 2. | First Tr Exchange-Traded Fd | 284,183 | $16,954,370 | 6.56% | |
| 3. | IEF | 34,925 | $16,681,079 | 6.45% | |
| 4. | Ishares Tr | 167,629 | $11,762,493 | 4.55% | |
| 5. | Ishares Tr | 181,999 | $9,482,143 | 3.67% |
