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Institutional Investment Manager
Simplicity Solutions, LLC
Simplicity Solutions, LLC (CIK: 0001486066) incorporated in Delaware, located at 3600 American Blvd. W, Minneapolis, MN. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Original 13F HR (0001062993-17-002289) filed in 2017.05.08
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 406,266 87,896 13.52%
2 ISHARES TR 484,691 52,584 8.09%
3 VANGUARD TAX-MANAGED FDS 867,309 34,085 5.24%
4 ISHARES TR 70,696 16,774 2.58%
5 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 169,143 14,847 2.28%
6 SPDR SERIES TRUST 323,129 11,933 1.84%
7 VANECK VECTORS ETF TR 354,729 10,486 1.61%
8 ISHARES 163,601 10,066 1.55%
9 ISHARES 202,540 9,756 1.50%
10 VANGUARD WHITEHALL FDS 91,377 7,095 1.09%
11 ISHARES TR 62,537 6,813 1.05%
12 ISHARES TR 109,828 5,934 0.91%
13 FIRST TR LRGE CP CORE ALPHA 113,719 5,870 0.90%
14 ISHARES TR 83,815 5,824 0.90%
15 ISHARES TR 119,249 5,691 0.88%
16 ISHARES 20 YEAR TREASURY BOND ETF 42,435 5,122 0.79%
17 ISHARES TR 100,527 5,057 0.78%
18 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 40,783 4,444 0.68%
19 ISHARES TR 76,463 4,431 0.68%
20 POWERSHARES ETF TR II 151,352 4,398 0.68%
21 PIMCO ETF TR 38,628 4,068 0.63%
22 ISHARES TR 57,710 3,991 0.61%
23 SPDR SER TR 141,869 3,967 0.61%
24 ISHARES RUSSELL 1000 ETF 29,803 3,912 0.60%
25 APPLE INC 26,091 3,748 0.58%
26 SPDR INDEX SHS FDSDJ GLB RL ES ETF 78,425 3,692 0.57%
27 ISHARES TR 34,339 3,563 0.55%
28 ISHARES TR 39,288 3,261 0.50%
29 ISHARES TR 23,181 3,187 0.49%
30 POWERSHARES ETF TR II 77,704 3,148 0.48%
31 FIRST TR EXCHANGE TRADED FD 127,404 3,125 0.48%
32 SPDR S&P MIDCAP 400 ETF TR 10,000 3,124 0.48%
33 ISHARES INC 64,758 3,095 0.48%
34 SELECT SECTOR SPDR TR 58,014 3,093 0.48%
35 POWERSHARES QQQ TRUST 23,169 3,067 0.47%
36 VANGUARD INTL EQUITY INDEX F 75,573 3,002 0.46%
37 ISHARES TR 48,101 2,996 0.46%
38 SPDR INDEX SHS FDS 45,924 2,967 0.46%
39 ABBVIE INC 44,181 2,879 0.44%
40 PHILIP MORRIS INTL INC 25,420 2,870 0.44%
41 VERIZON COMMUNICATIONS INC 58,030 2,829 0.44%
42 GLOBAL X FDS 187,201 2,761 0.42%
43 SELECT SECTOR SPDR TR 42,298 2,752 0.42%
44 AT&T INC 66,036 2,744 0.42%
45 MERCK & CO INC 41,831 2,658 0.41%
46 CHEVRON CORP NEW 24,267 2,606 0.40%
47 ISHARES TR 22,523 2,582 0.40%
48 SPDR INDEX SHS FDS 67,144 2,557 0.39%
49 ISHARES TR 64,537 2,542 0.39%
50 NUSHARES ETF TR 101,685 2,476 0.38%
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