SIMPLIFY ASSET MANAGEMENT INC.

PrivateCIK: 1846368
Location

LAS VEGAS, NV

139
Positions
$7.19B
Total AUM (reported)
94.68M
Total Shares

Allocation by class

TOTAL AUM$7.19B139 positions
GOVT MONE MA ETF$4.92B68.4%
CORE S&P500 ETF$780.83M10.9%
CORE US AGGBD ET$499.03M6.9%
COM$309.05M4.3%
SHORT TERM TREA$98.26M1.4%
US EQUITY INCOME$80.41M1.1%
SHS BEN INT$64.67M0.9%

Portfolio Concentration

Top 386.2%4–105.6%11–254.4%Rest3.7%TOP 1091.9%0%100%
Top 3$6.20B86.2%
4–10$405.15M5.6%
11–25$319.59M4.4%
Rest$264.15M3.7%

Top 3 weight

86.2%

Top 10 weight

91.9%

Voting Authority Distribution

Total shares with voting rights: 94.68M

Sole

Full voting authority

94.68M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole139
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings139
Rows:

SIMPLIFY EXCHANGE TRADED FUN

SOLE
GOVT MONE MA ETF
Shares49.14M
TypeSH
Market value$4.92B
68.43%
Sole
49.14M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares1.04M
TypeSH
Market value$780.83M
10.87%
Sole
1.04M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares5.04M
TypeSH
Market value$499.03M
6.94%
Sole
5.04M
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
SHORT TERM TREA
Shares4.81M
TypeSH
Market value$98.26M
1.37%
Sole
4.81M
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
US EQUITY INCOME
Shares1.63M
TypeSH
Market value$80.41M
1.12%
Sole
1.63M
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares1.94M
TypeSH
Market value$64.67M
0.90%
Sole
1.94M
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
AGGREGATE BD ETF
Shares2.11M
TypeSH
Market value$42.54M
0.59%
Sole
2.11M
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares110K
TypeSH
Market value$40.77M
0.57%
Sole
110K
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
TREASURY OPT INC
Shares1.70M
TypeSH
Market value$39.81M
0.55%
Sole
1.70M
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
NATL MUNI BD ETF
Shares1.55M
TypeSH
Market value$38.68M
0.54%
Sole
1.55M
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
MULTI QIS ALTERN
Shares3.78M
TypeSH
Market value$37.86M
0.53%
Sole
3.78M
Shared
0.00
None
0.00

PLAINS GP HLDGS L P

SOLE
LTD PARTNR INT A
Shares1.27M
TypeSH
Market value$30.88M
0.43%
Sole
1.27M
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
NEXT INTANGIBLE
Shares822.30K
TypeSH
Market value$28.65M
0.40%
Sole
822.30K
Shared
0.00
None
0.00

PURECYCLE TECHNOLOGIES INC

SOLE
COM
Shares3.05M
TypeSH
Market value$24.72M
0.34%
Sole
3.05M
Shared
0.00
None
0.00

UNITED THERAPEUTICS CORP DEL

SOLE
COM
Shares45.41K
TypeSH
Market value$24.61M
0.34%
Sole
45.41K
Shared
0.00
None
0.00

NOVO-NORDISK A S

SOLE
ADR
Shares504.92K
TypeSH
Market value$24.21M
0.34%
Sole
504.92K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares72.88K
TypeSH
Market value$18.51M
0.26%
Sole
72.88K
Shared
0.00
None
0.00

WARBY PARKER INC

SOLE
CL A COM
Shares587.07K
TypeSH
Market value$17.81M
0.25%
Sole
587.07K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares14.71K
TypeSH
Market value$17.65M
0.25%
Sole
14.71K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares42.21K
TypeSH
Market value$17.54M
0.24%
Sole
42.21K
Shared
0.00
None
0.00

JAZZ PHARMACEUTICALS PLC

SOLE
SHS USD
Shares68.56K
TypeSH
Market value$16.52M
0.23%
Sole
68.56K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares64.46K
TypeSH
Market value$16.22M
0.23%
Sole
64.46K
Shared
0.00
None
0.00

BIOHAVEN LTD

SOLE
COM
Shares1.04M
TypeSH
Market value$15.48M
0.22%
Sole
1.04M
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
TARGE 15 ETF
Shares624.41K
TypeSH
Market value$15.47M
0.22%
Sole
624.41K
Shared
0.00
None
0.00

BENITEC BIOPHARMA INC

SOLE
COM NEW
Shares1.01M
TypeSH
Market value$13.45M
0.19%
Sole
1.01M
Shared
0.00
None
0.00
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