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Simplicity Wealth,LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Simplicity Wealth,LLC

报告期 2026-03-31 · CIK 0001913243

持仓数

748

前50大市值合计

$906.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$76.7M

689,828

8.5%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$57.8M

96,791

6.4%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$55.0M

647,822

6.1%

AVIG AMERICAN CENTY ETF TR

AVANTIS CORE FI

$50.4M

1,212,470

5.6%

IVV ISHARES TR

CORE S&P500 ETF

$34.5M

52,766

3.8%

AVSF AMERICAN CENTY ETF TR

AVANTIS SHFXDINC

$34.2M

731,683

3.8%

NVDA NVIDIA CORPORATION

COM

$31.8M

182,090

3.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$31.7M

414,641

3.5%

AVLC AMERICAN CENTY ETF TR

AVANTIS US LARG

$28.8M

371,421

3.2%

AAPL APPLE INC

COM

$27.2M

107,322

3.0%

TLT ISHARES TR

20 YR TR BD ETF

$24.5M

282,912

2.7%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$22.9M

284,682

2.5%

MSFT MICROSOFT CORP

COM

$19.7M

53,229

2.2%

IEMG ISHARES INC

CORE MSCI EMKT

$18.4M

263,682

2.0%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$17.3M

444,593

1.9%

IWY ISHARES TR

RUS TP200 GR ETF

$16.0M

64,138

1.8%

AMZN AMAZON COM INC

COM

$14.8M

71,266

1.6%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$14.6M

131,829

1.6%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$13.6M

530,938

1.5%

AVSC AMERICAN CENTY ETF TR

AVANTIS US SMALL

$13.6M

217,948

1.5%

JHMD JOHN HANCOCK EXCHANGE TRADED

MULTI INTL ETF

$13.4M

316,683

1.5%

JHML JOHN HANCOCK EXCHANGE TRADED

MLTFCTR LRG CAP

$13.2M

168,408

1.5%

DFSB DIMENSIONAL ETF TRUST

GLOBAL SUSTAINA

$13.0M

251,974

1.4%

IUSB ISHARES TR

CORE UNIVRSL USD

$12.7M

273,987

1.4%

EFV ISHARES TR

EAFE VALUE ETF

$12.3M

165,599

1.4%

DFSU DIMENSIONAL ETF TRUST

US SUSTAINABILTY

$12.2M

297,206

1.3%

GOOGL ALPHABET INC

CAP STK CL A

$11.7M

40,662

1.3%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$11.5M

251,409

1.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$11.4M

391,625

1.3%

AVGO BROADCOM INC

COM

$11.3M

36,579

1.2%

META META PLATFORMS INC

CL A

$11.0M

19,248

1.2%

TSLA TESLA INC

COM

$10.7M

28,730

1.2%

JPM JPMORGAN CHASE & CO

COM

$10.4M

35,400

1.1%

IWX ISHARES TR

RUS TP200 VL ETF

$10.0M

108,334

1.1%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$9.4M

63,633

1.0%

GOOG ALPHABET INC

CAP STK CL C

$9.4M

32,812

1.0%

QFLR INNOVATOR ETFS TRUST

NASDAQ 100 MANA

$9.3M

279,966

1.0%

ABBV ABBVIE INC

COM

$9.3M

42,840

1.0%

COST COSTCO WHOLESALE CORPORATION

COM

$9.3M

9,332

1.0%

BUFD FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$8.9M

319,416

1.0%

EFG ISHARES TR

EAFE GRWTH ETF

$8.9M

79,630

1.0%

MUB ISHARES TR

NATIONAL MUN ETF

$8.6M

81,263

1.0%

IDEV ISHARES TR

CORE MSCI INTL

$8.6M

102,547

0.9%

— EXXON MOBIL CORP

COM

$8.5M

50,156

0.9%

IVE ISHARES TR

S&P 500 VAL ETF

$8.5M

40,117

0.9%

USIG ISHARES TR

USD INV GRDE ETF

$8.2M

159,877

0.9%

BIL SPDR SERIES TRUST

STATE STREET SPD

$8.1M

88,543

0.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$8.1M

71,221

0.9%

JNJ JOHNSON & JOHNSON

COM

$7.7M

31,352

0.8%

PG PROCTER & GAMBLE CO

COM

$7.6M

52,795

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

AVUS8.5%VOO6.4%AVDE6.1%AVIG5.6%IVV3.8%AVSF3.8%