Notify me when Simplicity Solutions, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 1,070 | $3,629,957,509 | +$420,239,930 | -$166,701,465 | +$253,538,465 | MRTX, AAPL, VV, CEF, MSFT | 13F-HR | 29 Jan 2024, 14:31 |
| Q3 2023 | 994 | $3,112,543,914 | +$132,310,727 | -$557,612,020 | -$425,301,293 | CEF, AAPL, VV, VTV, SPY | 13F-HR | 19 Oct 2023, 16:53 |
| Q2 2023 | 1,057 | $3,661,357,314 | +$280,219,702 | -$625,216,070 | -$344,996,368 | VV, AAPL, CEF, VO, SPY | 13F-HR | 26 Jul 2023, 14:24 |
| Q1 2023 | 1,176 | $3,814,185,004 | +$3,054,407,230 | -$16,126,141 | +$3,038,281,089 | AAPL, VV, CEF, SPY, VO | 13F-HR | 27 Apr 2023, 12:28 |
| Q4 2022 | 667 | $735,042,008 | +$87,322,332 | -$95,101,054 | -$7,778,722 | VTEB, VOO, AAPL, MSFT, IVV | 13F-HR | 02 Feb 2023, 16:10 |
| Q3 2022 | 644 | $689,705,000 | +$131,556,312 | -$155,623,653 | -$24,067,341 | VOO, AAPL, MSFT, IVV, VTEB | 13F-HR | 12 Oct 2022, 12:12 |
| Q2 2022 | 634 | $771,249,000 | +$174,717,175 | -$101,688,784 | +$73,028,391 | AAPL, MSFT, IVV, VOO, FISR | 13F-HR | 19 Jul 2022, 09:51 |
| Q1 2022 | 624 | $814,387,000 | +$282,971,745 | -$317,178,579 | -$34,206,834 | VOO, AAPL, VTEB, MSFT, IVV | 13F-HR | 20 May 2022, 09:07 |
| Q4 2021 | 457 | $895,539,000 | +$428,426,536 | -$221,977,140 | +$206,449,396 | VTEB, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 11 Feb 2022, 11:52 |
| Q3 2021 | 579 | $650,210,000 | +$180,226,104 | -$28,983,256 | +$151,242,848 | VOO, IVV, MSFT, AAPL, VTEB | 13F-HR | 09 Nov 2021, 13:46 |
| Q2 2021 | 512 | $505,429,000 | +$107,579,062 | -$78,647,723 | +$28,931,339 | VOO, IVV, AAPL, MSFT, SPY | 13F-HR | 01 Sep 2021, 10:36 |
| Q1 2021 | 484 | $454,308,000 | +$56,887,912 | -$6,457,595,341 | -$6,400,707,429 | VOO, IVV, AAPL, MSFT, SPY | 13F-HR | 13 May 2021, 16:36 |
| Q4 2020 | 934 | $6,743,369,000 | +$1,297,523,752 | -$454,493,217 | +$843,030,535 | VOO, TLT, IWY, QQQ, IVV | 13F-HR | 09 Feb 2021, 17:20 |
| Q3 2020 | 857 | $5,439,931,000 | +$906,882,770 | -$768,881,512 | +$138,001,258 | VOO, TLT, IWY, QQQ, IWX | 13F-HR | 04 Nov 2020, 17:09 |
| Q2 2020 | 871 | $5,054,617,000 | +$1,995,773,768 | -$545,457,694 | +$1,450,316,074 | VOO, TLT, IWY, VEA, QQQ | 13F-HR | 06 Aug 2020, 15:10 |
| Q1 2020 | 718 | $3,182,921,000 | +$916,904,923 | -$481,903,637 | +$435,001,286 | SHV, VOO, IWY, TLT, VGIT | 13F-HR | 15 May 2020, 15:48 |
| Q4 2019 | 826 | $3,282,713,000 | +$813,895,069 | -$122,328,105 | +$691,566,964 | VOO, IWY, VEA, IWX, VMBS | 13F-HR | 12 Feb 2020, 11:10 |
| Q3 2019 | 709 | $2,458,004,000 | +$331,402,998 | -$224,814,398 | +$106,588,600 | VOO, IWY, IWX, VEA, VMBS | 13F-HR | 07 Nov 2019, 12:26 |
| Q2 2019 | 655 | $2,336,172,000 | +$1,123,273,324 | -$495,632,668 | +$627,640,656 | VOO, IWY, IWX, VEA, USIG | 13F-HR | 08 Aug 2019, 11:31 |
| Q1 2019 | 748 | $1,656,812,000 | +$887,245,960 | -$67,288,108 | +$819,957,852 | VOO, IVV, IWY, IWX, VEA | 13F-HR | 10 May 2019, 17:29 |
| Q4 2018 | 613 | $754,529,000 | +$387,627,415 | -$1,207,151,897 | -$819,524,482 | AAPL, MSFT, XOM, T, IVV | 13F-HR | 13 Feb 2019, 12:26 |
| Q3 2018 | 551 | $1,751,099,000 | +$512,734,060 | -$176,011,053 | +$336,723,007 | VOO, IWY, IWX, VEA, IVV | 13F-HR | 26 Oct 2018, 10:57 |
| Q2 2018 | 491 | $1,387,671,000 | +$283,363,729 | -$60,555,241 | +$222,808,488 | VOO, ANGL, VEA, IWY, TLT | 13F-HR | 09 Aug 2018, 17:49 |
| Q1 2018 | 363 | $1,157,188,000 | +$214,268,527 | -$65,948,270 | +$148,320,257 | VOO, ANGL, VEA, TLT, IWY | 13F-HR | 07 May 2018, 19:51 |
| Q4 2017 | 366 | $1,030,048,000 | +$882,487,955 | -$6,070,115 | +$876,417,840 | VOO, ANGL, VEA, TLT, IWY | 13F-HR | 13 Feb 2018, 09:48 |
| Q3 2017 | 205 | $148,297,000 | +$11,872,532 | -$727,842,798 | -$715,970,266 | VOO, VEA, IVV, BOND, XLK | 13F-HR | 14 Nov 2017, 16:05 |
| Q2 2017 | 407 | $846,251,000 | +$280,580,550 | -$97,311,721 | +$183,268,829 | VOO, VEA, ANGL, AGG, IVV | 13F-HR | 09 Aug 2017, 11:13 |
| Q1 2017 | 395 | $650,036,000 | +$259,729,047 | -$60,167,166 | +$199,561,881 | VOO, AGG, VEA, IVV, HYG | 13F-HR | 08 May 2017, 11:10 |
| Q4 2016 | 339 | $433,421,000 | +$258,453,165 | -$31,362,821 | +$227,090,344 | VOO, AGG, VEA, MUB, IVV | 13F-HR | 07 Feb 2017, 16:10 |
| Q3 2016 | 248 | $205,253,000 | +$67,047,134 | -$52,273,331 | +$14,773,803 | VOO, VEA, AGG, IVV, HYG | 13F-HR | 15 Nov 2016, 18:02 |
| Q2 2016 | 216 | $185,873,000 | +$52,713,112 | -$33,553,612 | +$19,159,500 | HYG, JNK, IJH, IVV, VBR | 13F-HR | 15 Aug 2016, 09:36 |
| Q1 2016 | 199 | $163,059,000 | +$41,329,633 | -$728,850,410 | -$687,520,777 | SPY, HYG, IWB, XLK, JNK | 13F-HR | 26 Apr 2016, 15:04 |
| Q4 2015 | 608 | $845,448,000 | +$758,427,114 | -$7,266,236 | +$751,160,878 | IVV, SPY, EFA, XOM, XLV | Restatement | 28 Apr 2016, 14:40 |
| Q3 2015 | 131 | $92,772,000 | +$35,926,616 | -$42,154,005 | -$6,227,389 | IEF, XLV, EFA, IWB, IVV | Restatement | 28 Apr 2016, 14:37 |
| Q2 2015 | 133 | $105,388,000 | +$41,489,720 | -$20,137,002 | +$21,352,718 | IWM, XLV, IWB, EFA, IJT | Restatement | 28 Apr 2016, 14:36 |
| Q1 2015 | 82 | $84,421,000 | +$40,064,816 | -$41,539,298 | -$1,474,482 | IWM, IJT, IJK, XLV, HYG | Restatement | 28 Apr 2016, 14:33 |
| Q4 2014 | 89 | $84,310,000 | $0 | $0 | $0 | IVW, QQQ, DIA, IEF, XLV | Restatement | 28 Apr 2016, 14:32 |