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Simplicity Solutions, LLC

13F
Simplicity Solutions, LLC
Last update 2024-01-29 1068 Stocks (128 new)
Value $3.66 Bil Turnover 11 %
Countries:
Top Holdings: MRTX(5.04%)AAPL(3.37%)VV(3.36%)CEF(3.15%)MSFT(2.42%)
Portfolio Report
Summary Stock Picks Current Portfolio
Simplicity Solutions, LLC Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MRTX 		Mirati Therapeutics Inc
3,135,973
184238.410
New Holding
5.040
+5.04%
4.470
+5.58%
-0.09%
4117.670
Biotechnology
AAPL 		Apple Inc
640,436
123303.190
+3.09%
3.370
+0.10%
0.000
+3.38%
+16.42%
3372190.465
Hardware
VV 		Vanguard Large Cap ETF
563,696
122970.200
+4.11%
3.360
+0.13%
0.410
+12.75%
+26.36%
38341.068
 
CEF 		Sprott Physical Gold and Silver Trust
6,018,612
115256.420
-3.75%
3.150
-0.13%
2.800
+9.18%
+26.68%
4902.559
Asset Management
MSFT 		Microsoft Corp
235,432
88531.840
+2.97%
2.420
+0.07%
0.000
+4.18%
+12.90%
3123616.459
Software
SPY 		S&P 500 ETF TRUST ETF
184,768
87822.190
+2.69%
2.400
+0.06%
0.020
+12.42%
+26.06%
619814.243
 
VTV 		Vanguard Value ETF
555,546
83054.150
-1.01%
2.270
-0.03%
0.080
+10.07%
+20.28%
127264.911
 
VO 		Vanguard Mid-Cap ETF
340,242
79153.920
+2.92%
2.160
+0.06%
0.140
+13.85%
+19.73%
70534.833
 
VTEB 		Vanguard Tax-Exempt Bond ETF
1,392,376
71080.810
+2.60%
1.940
+0.05%
0.260
-0.28%
-1.16%
33885.132
 
PHYS 		Sprott Physical Gold Trust
3,943,738
62823.750
-2.43%
1.720
-0.05%
0.980
+6.90%
+26.70%
8009.457
Asset Management

Simplicity Solutions, LLC's Historical Top Holdings Breakdowns

Simplicity Solutions, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MRTX Mirati Therapeutics Inc2023-12-31New Buy
+5.04%
●
41.99 ($56.22) 62.38
$58.70
4.41%
New holding
3,135,973
3,135,973
VPL 		Vanguard FTSE Pacific ETF2023-12-31Add
+0.44%
●
63.66 ($67.92) 72.07
$75.13
10.61%
Add 1029.03%
243,610
222,033
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2023-12-31Add
+0.43%
●
91.22 ($91.57) 91.84
$91.57
0%
Add 88.03%
369,763
173,115
VGSH 		Vanguard Short-Term Government Bond ETF2023-12-31Reduce
-0.41%
●
57.34 ($57.8) 58.41
$58.20
0.68%
Reduce -50.56%
218,516
-223,443
GSY 		Invesco Ultra Short Duration ETF2023-12-31Reduce
-0.30%
●
49.63 ($49.81) 50.1
$50.17
0.73%
Reduce -53.23%
162,541
-184,970
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-12-31Add
+0.22%
●
100.05 ($100.42) 100.73
$100.44
0.01%
Add 15.67%
583,689
79,066
SLV 		iShares Silver Trust2023-12-31Add
+0.17%
●
19.25 ($21.29) 23.33
$27.79
30.53%
Add 26.21%
1,845,900
383,336
VTIP 		Vanguard Short-Term Inflation-Protected Securities2023-12-31Reduce
-0.16%
●
46.72 ($47.37) 48.12
$48.81
3.04%
Reduce -15.12%
605,718
-107,917
BSV 		Vanguard Short-Term Bond ETF2023-12-31Reduce
-0.15%
●
74.64 ($75.7) 77.03
$77.36
2.19%
Reduce -39.69%
93,593
-61,587
KWEB 		KraneShares CSI China Internet ETF2023-12-31Reduce
-0.15%
●
25.64 ($27.1) 28.72
$32.07
18.34%
Reduce -44.11%
209,608
-165,425

Simplicity Solutions, LLC Total Holding History ($B)

To

Simplicity Solutions, LLC's Asset Allocation

To

Simplicity Solutions, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Simplicity Solutions, LLC's Hypothetical Growth since 2023-12-31

Simplicity Solutions, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Simplicity Solutions, LLC's Holdings Heat Map

Size field:

Simplicity Solutions, LLC's Holdings Bubble Chart

Simplicity Solutions, LLC News

  • 1

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