0001062993-22-013058.txt : 20220520
0001062993-22-013058.hdr.sgml : 20220520
20220519183842
ACCESSION NUMBER: 0001062993-22-013058
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220520
DATE AS OF CHANGE: 20220519
EFFECTIVENESS DATE: 20220520
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Simplicity Wealth,LLC
CENTRAL INDEX KEY: 0001913243
IRS NUMBER: 833356969
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22336
FILM NUMBER: 22944751
BUSINESS ADDRESS:
STREET 1: 86 SUMMIT AVE
STREET 2: 303
CITY: SUMMIT
STATE: NJ
ZIP: 07901
BUSINESS PHONE: 844.220.8326
MAIL ADDRESS:
STREET 1: 86 SUMMIT AVE
STREET 2: 303
CITY: SUMMIT
STATE: NJ
ZIP: 07901
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001913243
XXXXXXXX
03-31-2022
03-31-2022
Simplicity Wealth,LLC
86 SUMMIT AVE
303
SUMMIT
NJ
07901
13F HOLDINGS REPORT
028-22336
N
ERIN MCCANN
PRESIDENT
952 831 0039
ERIN MCCANN
SUMMIT
NJ
05-19-2022
0
66
102818
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
SPDR SER TR
PRTFLO S&P500 GW
78464A409
8930
134880
SH
SOLE
0
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
6047
79708
SH
SOLE
0
0
0
SPDR SER TR
PRTFLO S&P500 VL
78464A508
5842
139917
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
4743
29845
SH
SOLE
0
0
0
ISHARES TR
BROAD USD HIGH
46435U853
4683
120517
SH
SOLE
0
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
4327
126233
SH
SOLE
0
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
4291
90599
SH
SOLE
0
0
0
SPDR SER TR
PORTFOLIO LN COR
78464A367
3005
108134
SH
SOLE
0
0
0
WORLD GOLD TR
SPDR GLD MINIS
98149E303
2801
72814
SH
SOLE
0
0
0
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
2675
122889
SH
SOLE
0
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
2493
41068
SH
SOLE
0
0
0
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
2471
49319
SH
SOLE
0
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
2436
31190
SH
SOLE
0
0
0
SPDR SER TR
PORTFOLIO SH TSR
78468R101
2415
81445
SH
SOLE
0
0
0
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
2407
63393
SH
SOLE
0
0
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
2343
44105
SH
SOLE
0
0
0
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
2240
165083
SH
SOLE
0
0
0
ISHARES TR
CRE U S REIT ETF
464288521
2238
34624
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
2204
11916
SH
SOLE
0
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2083
53908
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
1922
27948
SH
SOLE
0
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
1835
18775
SH
SOLE
0
0
0
SPDR SER TR
BLOOMBERG CONV
78464A359
1747
22700
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1499
10943
SH
SOLE
0
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
1461
38620
SH
SOLE
0
0
0
APPLE INC
COM
037833100
1107
6340
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1081
10501
SH
SOLE
0
0
0
GLOBAL X FDS
GLBL X MLP ETF
37954Y343
1081
26827
SH
SOLE
0
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1080
12548
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1061
27693
SH
SOLE
0
0
0
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
1022
36779
SH
SOLE
0
0
0
LOWES COS INC
COM
548661107
1021
5052
SH
SOLE
0
0
0
SPDR SER TR
PORTFOLIO S&P400
78464A847
892
18912
SH
SOLE
0
0
0
WALMART INC
COM
931142103
817
5483
SH
SOLE
0
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
796
7860
SH
SOLE
0
0
0
VANECK ETF TRUST
SHRT HGH YLD MUN
92189F387
787
33842
SH
SOLE
0
0
0
PROCTER AND GAMBLE CO
COM
742718109
733
4798
SH
SOLE
0
0
0
ISHARES TR
0-5YR HI YL CP
46434V407
724
16465
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
718
9467
SH
SOLE
0
0
0
SOUTHERN CO
COM
842587107
699
9634
SH
SOLE
0
0
0
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
648
12166
SH
SOLE
0
0
0
SYSCO CORP
COM
871829107
599
7330
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
597
7816
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
579
7774
SH
SOLE
0
0
0
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
46138E537
576
23109
SH
SOLE
0
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
522
10376
SH
SOLE
0
0
0
SPDR SER TR
PORTFOLIO S&P600
78468R853
510
12117
SH
SOLE
0
0
0
SPDR SER TR
BLOOMBERG INVT
78468R200
481
15766
SH
SOLE
0
0
0
GENERAL MLS INC
COM
370334104
471
6958
SH
SOLE
0
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
469
4277
SH
SOLE
0
0
0
HONEYWELL INTL INC
COM
438516106
443
2277
SH
SOLE
0
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
388
1808
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
370
4202
SH
SOLE
0
0
0
MICROSOFT CORP
COM
594918104
363
1176
SH
SOLE
0
0
0
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
348
6307
SH
SOLE
0
0
0
INVESCO EXCH TRADED FD TR II
GBL SRT TRM HY
46138E669
305
15296
SH
SOLE
0
0
0
BOEING CO
COM
097023105
303
1583
SH
SOLE
0
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
273
1225
SH
SOLE
0
0
0
ISHARES TR
EAFE VALUE ETF
464288877
255
5083
SH
SOLE
0
0
0
TREEHOUSE FOODS INC
COM
89469A104
244
7549
SH
SOLE
0
0
0
AMAZON COM INC
COM
023135106
241
74
SH
SOLE
0
0
0
STANLEY BLACK & DECKER INC
COM
854502101
232
1662
SH
SOLE
0
0
0
3M CO
COM
88579Y101
225
1513
SH
SOLE
0
0
0
ISHARES TR
CORE S&P500 ETF
464287200
215
474
SH
SOLE
0
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
202
8245
SH
SOLE
0
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
202
8811
SH
SOLE
0
0
0