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.- iShares Short Treasury Bond ETF (SHV) - 198,303 shares, 32.16% of the total portfolio. Shares added by 14.66%
- Vanguard Div Appreciation (VIG) - 148,507 shares, 23.89% of the total portfolio. Shares added by 1.17%
- iShares Russell 2000 (IWM) - 74,929 shares, 16.83% of the total portfolio. Shares added by 3.94%
- SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 228,880 shares, 10.31% of the total portfolio. Shares added by 182.56%
- SPDR S&P 500 (SPY) - 14,242 shares, 5.90% of the total portfolio. Shares reduced by 36.25%
SimpliFi, Inc. initiated holding in Northrop Grumman Corp. The purchase prices were between $239.92 and $289.96, with an estimated average price of $272.52. The stock is now traded at around $281.61. The impact to a portfolio due to this purchase was 0.38%. The holding were 956 shares as of .
Added: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)SimpliFi, Inc. added to a holding in SPDR Bloomberg Barclays Investment Grade Floating by 182.56%. The purchase prices were between $30.33 and $30.7, with an estimated average price of $30.58. The stock is now traded at around $30.69. The impact to a portfolio due to this purchase was 6.66%. The holding were 228,880 shares as of .
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