Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIMPLICITY WEALTHLLC | 04-24-2024 | 03-31-2024 | 1177 | 4,197,170,102 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 1 | $139,514,151 | 581,891 | 0.00 | 581,891 | +Inf | 03-31-2024 | |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 2 | $120,458,199 | 5,922,232 | 0.00 | 5,922,232 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 3 | $113,761,013 | 663,704 | 0.00 | 0.00 | 658,207 | 11973.93 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $108,244,967 | 257,285 | 0.00 | 0.00 | 251,688 | 4496.84 | 03-31-2024 |
