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 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