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Home > Institutional Investor > Simplicity Wealth,llc > Profile

Instuitional Investor - Simplicity Wealth,llc

Fund Profile
Filing Period:
Fund Name: Simplicity Wealth,llc
Portfolio Value $479,588,340
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 80,376 $43,307,463 9.03%
2.
Ishares Trust
 IEF 52,917 $31,151,096 6.49%
3.
Embraer S A
 ERJ 675,400 $24,773,672 5.16%
4.
Nvidia Corp
 NVDA 158,626 $21,301,862 4.44%
5.
First Tr Exchange-Traded Alp
 290,153 $15,961,326 3.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)