SI

SimpliFi, Inc.

13F
SimpliFi, Inc.
Last update 2025-07-18 41 Stocks (1 new)
Value $227.00 Mil Turnover 1 %
Countries:
Top Holdings: LQDI(16.80%)SPY(11.69%)QEFA(9.73%)BOND(8.49%)AGGY(8.45%)
Summary Stock Picks Current Portfolio
SimpliFi, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LQDI
iShares Inflation Hedged Corporate Bond ETF
iShares Inflation Hedged Corporate Bond ETF
1,447,931
38,121.1
+0.73%
16.800
+0.12%
41.370
+5.54%
+6.12%
92.4
 
SPY
SPDR S&P 500 ETF Trust
42,932
26,525.8
+0.88%
11.690
+0.10%
0.000
+19.62%
+7.94%
648,846.5
 
QEFA
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
258,806
22,086.5
-0.42%
9.730
-0.04%
2.410
+7.49%
+19.49%
918.2
 
BOND
PIMCO Active Bond ETF
208,921
19,258.4
+1.90%
8.490
+0.16%
0.340
+2.72%
+3.98%
5,642.9
 
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
439,659
19,182.3
+0.53%
8.450
+0.04%
2.420
+2.94%
+3.72%
792.0
 
IWM
iShares Russell 2000 ETF
73,649
15,892.8
+0.83%
7.000
+0.06%
0.020
+19.43%
+1.55%
64,702.4
 
VIG
Vanguard Dividend Appreciation FTF
59,939
12,267.7
+0.04%
5.410
0%
0.010
+12.73%
+6.65%
89,713.3
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
406,241
12,264.4
+1.54%
5.400
+0.08%
0.150
+1.70%
+3.29%
8,180.3
 
DSTL
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
203,772
11,278.8
+0.82%
4.970
+0.04%
0.630
+11.08%
+3.00%
1,802.7
 
RSP
Invesco S&P 500 Equal Weight ETF
57,626
10,472.9
+0.28%
4.620
+0.01%
0.010
+14.28%
+7.03%
74,612.5
 

SimpliFi, Inc.'s Historical Top Holdings Breakdowns

SimpliFi, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B
Berkshire Hathaway Inc
2025-06-30
Sold Out
Sold Out
-0.54%
●
483.48 ($508.26) 539.8
$478.13
-5.93%
Sold Out
0
-2,193
BOND
PIMCO Active Bond ETF
2025-06-30
Add
Add
+0.16%
●
89.87 ($91) 92.93
$91.65
0.71%
Add 1.9%
208,921
3,889
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
New Buy
New Buy
+0.13%
●
29.12 ($33.35) 35.84
$36.66
9.93%
New holding
8,516
8,516
LQDI
iShares Inflation Hedged Corporate Bond ETF
iShares Inflation Hedged Corporate Bond ETF
2025-06-30
Add
Add
+0.12%
●
25.04 ($25.75) 26.33
$26.39
2.50%
Add 0.73%
1,447,931
10,497
HIPS
GraniteShares HIPS US High Income ETF
GraniteShares HIPS US High Income ETF
2025-06-30
Add
Add
+0.10%
●
11.12 ($12.02) 12.78
$12.37
2.88%
Add 3.15%
616,713
18,840
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+0.10%
●
496.48 ($571.44) 617.85
$628.86
10.05%
Add 0.88%
42,932
375
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
2025-06-30
Add
Add
+0.08%
●
29.82 ($30) 30.19
$30.13
0.43%
Add 1.54%
406,241
6,167
IWM
iShares Russell 2000 ETF
2025-06-30
Add
Add
+0.06%
●
174.82 ($201.21) 215.79
$223.27
10.96%
Add 0.83%
73,649
603
DSTL
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
2025-06-30
Add
Add
+0.04%
●
48.53 ($53.18) 55.35
$56.16
5.60%
Add 0.82%
203,772
1,665
QEFA
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
2025-06-30
Reduce
Reduce
-0.04%
●
71.47 ($82.02) 85.53
$85.02
3.66%
Reduce -0.42%
258,806
-1,090

SimpliFi, Inc. Total Holding History ($B)

To

SimpliFi, Inc.'s Asset Allocation

To

SimpliFi, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SimpliFi, Inc.'s Hypothetical Growth since 2025-06-30

SimpliFi, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

SimpliFi, Inc.'s Holdings Heat Map

Size field:

SimpliFi, Inc.'s Holdings Bubble Chart

SimpliFi, Inc. News

  • 1

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