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Simplicity Wealth,LLC

Q1 2022 Holdings

Filed 2022-05-20 | 66 holdings | $405.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$2.4K63,3930.6%
Spdr SER TR(SPTS)PORTFOLIO SH TSR78468R101$2.4K81,4450.6%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$2.4K31,1900.6%
Vanguard Scottsdale FDS(VMBS)MTG-BKD SECS ETF92206C771$2.5K49,3190.6%
Schwab Strategic TR(SCHP)US TIPS ETF808524870$2.5K41,0680.6%
Invesco Exch Traded FD TR II(BKLN)SR LN ETF46138G508$2.7K122,8890.7%
World Gold TR(GLDM)SPDR GLD MINIS98149E303$2.8K72,8140.7%
Spdr SER TR(SPLB)PORTFOLIO LN COR78464A367$3.0K108,1340.7%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$4.3K90,5991.1%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$4.3K126,2331.1%
Ishares TR(USHY)BROAD USD HIGH46435U853$4.7K120,5171.2%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$4.7K29,8451.2%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$5.8K139,9171.4%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$6.0K79,7081.5%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$8.9K134,8802.2%
Boeing Co(BA)COM097023105$303.0K1,58374.7%
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