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SimpliFi, Inc. Buys SPDR S&P 500, iShares 7-10 Year Treasury Bond ETF, Vanguard Total Stock Market, Sells SPDR Blackstone GSO Senior Loan, SPDR Bloomberg Barclays Investment Grade Floating

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Jul 13, 2020
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Investment company SimpliFi, Inc. (Current Portfolio) buys SPDR S&P 500, iShares 7-10 Year Treasury Bond ETF, Vanguard Total Stock Market, ARK Innovation, SPDR Bloomberg Barclays 1-3 Month T-Bill, sells SPDR Blackstone GSO Senior Loan, SPDR Bloomberg Barclays Investment Grade Floating during the 3-months ended 2020Q2, according to the most recent filings of the investment company, SimpliFi, Inc.. As of 2020Q2, SimpliFi, Inc. owns 17 stocks with a total value of $99 million. These are the details of the buys and sells.

For the details of SimpliFi, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/simplifi%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of SimpliFi, Inc.
  1. iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 169,352 shares, 23.05% of the total portfolio. Shares reduced by 15.1%
  2. SPDR S&P 500 (SPY) - 54,724 shares, 17.08% of the total portfolio. Shares added by 94.40%
  3. Vanguard Div Appreciation (VIG) - 138,555 shares, 16.43% of the total portfolio. Shares added by 1.70%
  4. iShares Short Treasury Bond ETF (SHV) - 138,287 shares, 15.50% of the total portfolio. Shares added by 8.18%
  5. iShares Russell 2000 (IWM) - 82,641 shares, 11.97% of the total portfolio. Shares added by 5.17%
New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

SimpliFi, Inc. initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $119.66 and $122.05, with an estimated average price of $121.27. The stock is now traded at around $122.02. The impact to a portfolio due to this purchase was 0.66%. The holding were 5,356 shares as of .

New Purchase: Vanguard Total Stock Market (VTI)

SimpliFi, Inc. initiated holding in Vanguard Total Stock Market. The purchase prices were between $122.96 and $164.1, with an estimated average price of $147.09. The stock is now traded at around $159.21. The impact to a portfolio due to this purchase was 0.58%. The holding were 3,647 shares as of .

New Purchase: ARK Innovation (ARKK)

SimpliFi, Inc. initiated holding in ARK Innovation. The purchase prices were between $40.2 and $72.4, with an estimated average price of $58.27. The stock is now traded at around $78.14. The impact to a portfolio due to this purchase was 0.31%. The holding were 4,336 shares as of .

New Purchase: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

SimpliFi, Inc. initiated holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The purchase prices were between $91.52 and $91.57, with an estimated average price of $91.54. The stock is now traded at around $91.54. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,840 shares as of .

Added: SPDR S&P 500 (SPY)

SimpliFi, Inc. added to a holding in SPDR S&P 500 by 94.40%. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $314.84. The impact to a portfolio due to this purchase was 8.29%. The holding were 54,724 shares as of .

Sold Out: SPDR Blackstone GSO Senior Loan (SRLN)

SimpliFi, Inc. sold out a holding in SPDR Blackstone GSO Senior Loan. The sale prices were between $38.7 and $44.15, with an estimated average price of $42.33.

Sold Out: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

SimpliFi, Inc. sold out a holding in SPDR Bloomberg Barclays Investment Grade Floating . The sale prices were between $29.24 and $30.45, with an estimated average price of $30.1.



Here is the complete portfolio of SimpliFi, Inc.. Also check out:

1. SimpliFi, Inc.'s Undervalued Stocks
2. SimpliFi, Inc.'s Top Growth Companies, and
3. SimpliFi, Inc.'s High Yield stocks
4. Stocks that SimpliFi, Inc. keeps buying
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