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Simplicity Wealth,LLC

Q3 2022 Holdings

Filed 2022-10-12 | 68 holdings | $407.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Scottsdale FDS(VCLT)LG-TERM COR BD92206C813$1.4K19,4580.3%
Vanguard Scottsdale FDS(VGSH)SHORT TERM TREAS92206C102$1.5K26,3650.4%
J P Morgan Exchange Traded F(JPST)ULTRA SHRT INC46641Q837$1.7K33,9270.4%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$1.9K15,9510.5%
Global X FDS(LIT)LITHIUM BTRY ETF37954Y855$2.0K30,4300.5%
Vanguard Scottsdale FDS(VMBS)MTG-BKD SECS ETF92206C771$2.2K47,6960.5%
Global X FDS(PAVE)US INFR DEV ETF37954Y673$2.2K94,9570.5%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$2.2K87,1830.6%
Ishares TR(USHY)BROAD USD HIGH46435U853$2.4K71,4700.6%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$2.5K34,1740.6%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$2.7K71,7870.7%
Ishares TR(SHYG)0-5YR HI YL CP46434V407$2.8K70,0400.7%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$2.9K48,2580.7%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$3.0K86,1650.7%
Invesco Exch Traded FD TR II(BKLN)SR LN ETF46138G508$3.5K172,0940.9%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$3.9K77,3851.0%
Spdr SER TR(SPTS)PORTFOLIO SH TSR78468R101$4.2K144,8571.0%
Costco Whsl Corp New(COST)COM22160K105$333.0K70581.8%
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