The Simplify Aggregate Bond ETF (AGGH) is designed with the primary objective of maximizing its total return. This actively managed fund establishes a foundational bond portfolio, aiming to boost its income potential through specialized structural opportunities, including sophisticated option-writing techniques and strategic positioning along the yield curve. AGGH is particularly well-suited for investors who desire both enhanced income generation and greater overall returns than are typically provided by conventional investment-grade bond offerings.

iShares MBS ETF

Vanguard Mortgage-Backed Securities ETF

C.H. Robinson Worldwide, Inc.

Mondelez International, Inc.

Molina Healthcare, Inc.

YETI Holdings, Inc.

Allegion plc

AMETEK, Inc.

Broadridge Financial Solutions, Inc.

Brown & Brown, Inc.

Financial Services

Cash & Others

Simplify Aggregate Bond ETF

The adviser seeks to achieve the fund’s investment objective by investing in investment grade bonds primarily by purchasing exchange traded funds and applying a credit hedge overlay to the fund’s investments. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. investment grade bonds primarily by purchasing exchange traded funds (“ETFs”). The fund may invest up to 20% of the fund’s portfolio in derivatives.

AGGH Holdings & Sector Breakdown