WEALTHSIMPLE US, LTD.
CIK: 0001811613
Securities
Total Securities | Securities Added | Securities Removed | Average Holding Period |
---|---|---|---|
20.00 | 2 | 3 | 4 |
Securities
Market Value | Previous Market Value | Change In Market Value | Change In Market Value (%) |
---|---|---|---|
156.13M | 169.20M | -13.07M | -7.72 % |
Securities
Performance | Performance 1 Year | Performance 3 Years | Performance 5 Years | Performance Since Inception |
---|---|---|---|---|
-352.50K | 30.00M | 21.75M | 21.75M | 21.75M |
SPTL
Inst. Shares Owned: 545.45K
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VSGX
Inst. Shares Owned: 477.55K
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ESGV
Inst. Shares Owned: 331.05K
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IDEV
Inst. Shares Owned: 228.11K
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LTPZ
Inst. Shares Owned: 207.38K
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EEMV
Inst. Shares Owned: 157.49K
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ACWV
Inst. Shares Owned: 104.92K
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VTI
Inst. Shares Owned: 79.13K
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VGSH
Inst. Shares Owned: 77.97K
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SCHF
Inst. Shares Owned: 45.47K
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SUB
Inst. Shares Owned: 29.68K
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VGLT
Inst. Shares Owned: 9.92K
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SQ
Inst. Shares Owned: 3.25K
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NVS
Inst. Shares Owned: 2.61K
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TSM
Inst. Shares Owned: 2.09K
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PG
Inst. Shares Owned: 1.54K
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JNJ
Inst. Shares Owned: 1.44K
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BABA
Inst. Shares Owned: 898.00
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ASML
Inst. Shares Owned: 356.00
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AMZN
Inst. Shares Owned: 132.00
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