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Simplicity Wealth,LLC

Q4 2021 Holdings

Filed 2022-02-25 | 60 holdings | $185.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$5.7K27,6353.0%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$6.1K59,9173.3%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$6.2K170,9313.4%
Ishares TR(USHY)BROAD USD HIGH46435U853$6.7K162,3383.6%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$6.9K49,2183.7%
Spdr SER TR(SPAB)PORTFOLIO AGRGTE78464A649$8.6K289,1664.6%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$8.7K107,5664.7%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$10.9K260,4055.9%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$15.9K218,7698.5%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$17.2K98,7709.3%
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