Simplicity Wealth,llc
CIK Number: 0001913243
Main Sectors:
Top Industries:
Filing Date: Jul 22, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.S. Eq... | 109.10 | +0.17% | 1.36M | +111.89% | 137.02M | 96.84 | 5.70% | Share |
| 2 | AVIG | Avantis Core Fi... | 42.09 | +0.08% | 2.19M | +112.45% | 91.21M | 41.51 | 3.80% | Share |
| 3 | VOO | Vanguard S&P 50... | 615.21 | +0.10% | 120.92K | +29.28% | 68.69M | 500.27 | 2.86% | Share |
| 4 | IVV | iShares Core S&... | 672.48 | +0.10% | 103.5K | +24.64% | 64.27M | 539.1 | 2.68% | Share |
| 5 | AVSF | Avantis Short-T... | 47.15 | +0.06% | 1.3M | +110.41% | 61.11M | 46.89 | 2.54% | Share |
| 6 | AVDE | Avantis Interna... | 79.32 | +0.07% | 821.79K | +110.60% | 60.82M | 70.33 | 2.53% | Share |
| 7 | AVLC | American Centur... | 76.82 | +0.20% | 717.17K | +111.86% | 50.95M | 67.81 | 2.12% | Share |
| 8 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 320.49K | +68.84% | 50.63M | 119.27 | 2.11% | Share |
| 9 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 89.52K | +90.55% | 44.53M | 447.42 | 1.85% | Share |
| 10 | ERJ | Embraer S.A. | 56.78 | -6.23% | 670K | -0.09% | 38.13M | 25.64 | 1.59% | Share |
| 11 | AAPL | Apple Inc. | 257.13 | +0.66% | 160.57K | +72.72% | 32.94M | 201.32 | 1.37% | Share |
| 12 | SPLG | SPDR Portfolio ... | 78.72 | +0.11% | 448.53K | +221.69% | 32.6M | 69.13 | 1.36% | Share |
| 13 | DFAC | Dimensional U.S... | 38.73 | +0.19% | 851.42K | +54.65% | 30.51M | 33.98 | 1.27% | Share |
| 14 | IUSB | iShares Core To... | 46.71 | +0.13% | 632.08K | +72.81% | 29.22M | 46.03 | 1.22% | Share |
| 15 | AVEM | Avantis Emergin... | 75.91 | +0.17% | 411.51K | +116.59% | 28.2M | 64.68 | 1.17% | Share |
| 16 | IWY | iShares Russell... | 275.54 | +0.09% | 113.25K | +97.52% | 27.92M | 226.93 | 1.16% | Share |
| 17 | IEMG | iShares Core MS... | 66.76 | +0.48% | 399.77K | +76.36% | 24M | 55.41 | 1.00% | Share |
| 18 | AVUV | Avantis U.S. Sm... | 99.88 | -0.04% | 250.47K | +121.40% | 22.82M | 89.32 | 0.95% | Share |
| 19 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 101.31K | +48.82% | 22.23M | 196.44 | 0.93% | Share |
| 20 | AVSC | Avantis U.S. Sm... | 57.45 | +0.16% | 421.03K | +111.86% | 21.71M | 50.07 | 0.90% | Share |
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