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Size ($ in 1000's)
At 03/31/2024: $218,651
At 12/31/2023: $208,377
SimpliFi Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SimpliFi Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the SimpliFi Inc. top holdings by largest position size, as per the latest 13f filing made by SimpliFi Inc..
In the SimpliFi Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by SimpliFi Inc. in that top holding, then the share count change between reporting periods, and finally the SimpliFi Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| WISDOMTREE TR |
882,857 |
+20,144 |
$38,316 | | AGGY | 882,857 | +20,144 | $38,316 | | ISHARES TR (LQD) |
348,337 |
+57,635 |
$37,941 | | LQD | 348,337 | +57,635 | $37,941 | | SPDR INDEX SHS FDS (QEFA) |
262,387 |
-47,700 |
$19,965 | | QEFA | 262,387 | -47,700 | $19,965 | | SPDR S&P 500 ETF TR (SPY) |
30,385 |
+10,047 |
$15,894 | | SPY | 30,385 | +10,047 | $15,894 | | ISHARES TR (IWM) |
74,661 |
+6,459 |
$15,701 | | IWM | 74,661 | +6,459 | $15,701 | | INVESCO EXCH TRADED FD TR II (BKLN) |
644,844 |
-199,662 |
$13,638 | | BKLN | 644,844 | -199,662 | $13,638 | | VANGUARD SPECIALIZED FUNDS (VIG) |
64,386 |
-46,187 |
$11,757 | | VIG | 64,386 | -46,187 | $11,757 | | ETF SER SOLUTIONS (DSTL) |
213,482 |
-209,525 |
$11,509 | | DSTL | 213,482 | -209,525 | $11,509 | | FIRST TR EXCHNG TRADED FD VI (BUFR) |
389,201 |
-7,935 |
$10,882 | | BUFR | 389,201 | -7,935 | $10,882 | | INVESCO EXCHANGE TRADED FD T (RSP) |
56,784 |
+56,784 |
$9,617 | | RSP | 56,784 | +56,784 | $9,617 | | GRANITESHARES ETF TR (HIPS) |
498,853 |
+465,939 |
$6,414 | | HIPS | 498,853 | +465,939 | $6,414 | | WISDOMTREE TR |
197,723 |
+197,723 |
$5,081 | | DGRE | 197,723 | +197,723 | $5,081 | | VANECK ETF TRUST (MOAT) |
27,521 |
+2,666 |
$2,474 | | MOAT | 27,521 | +2,666 | $2,474 | | PACER FDS TR |
38,783 |
+38,783 |
$2,254 | | COWZ | 38,783 | +38,783 | $2,254 | | ISHARES TR (IEF) |
15,920 |
+3,309 |
$1,507 | | IEF | 15,920 | +3,309 | $1,507 | | INVESCO EXCH TRADED FD TR II (PWZ) |
58,946 |
-6,045 |
$1,466 | | PWZ | 58,946 | -6,045 | $1,466 | | ISHARES TR (CMF) |
24,239 |
-2,592 |
$1,395 | | CMF | 24,239 | -2,592 | $1,395 | | ISHARES TR (AOR) |
21,012 |
-721 |
$1,170 | | AOR | 21,012 | -721 | $1,170 | | VERIZON COMMUNICATIONS INC |
27,351 |
-3,479 |
$1,148 | | VZ | 27,351 | -3,479 | $1,148 | | SPDR SER TR (FLRN) |
33,561 |
+33,561 |
$1,035 | | FLRN | 33,561 | +33,561 | $1,035 | | VANGUARD INDEX FDS (VTI) |
3,889 |
+13 |
$1,011 | | VTI | 3,889 | +13 | $1,011 | | VANGUARD MALVERN FDS (VTIP) |
20,605 |
-160,622 |
$987 | | VTIP | 20,605 | -160,622 | $987 |  BERKSHIRE HATHAWAY INC DEL |
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$904 | | BRK.B | 2,150 | +2,150 | $904 | | ISHARES TR (AOA) |
9,024 |
+547 |
$663 | | AOA | 9,024 | +547 | $663 | | VANECK ETF TRUST (XMPT) |
30,527 |
-1,459 |
$661 | | XMPT | 30,527 | -1,459 | $661 | | ISHARES TR (EFA) |
7,847 |
-5,492 |
$627 | | EFA | 7,847 | -5,492 | $627 | | INVESCO QQQ TR |
1,289 |
-80 |
$572 | | QQQ | 1,289 | -80 | $572 | | ISHARES TR (AOM) |
11,652 |
+712 |
$498 | | AOM | 11,652 | +712 | $498 | | INVESCO EXCHANGE TRADED FD T (PWV) |
8,781 |
-2,286 |
$498 | | PWV | 8,781 | -2,286 | $498 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
7,639 |
+749 |
$442 | | JEPI | 7,639 | +749 | $442 | | SPDR SER TR (SPYD) |
10,739 |
+244 |
$437 | | SPYD | 10,739 | +244 | $437 | | INVESCO EXCHANGE TRADED FD T (PID) |
21,156 |
+311 |
$392 | | PID | 21,156 | +311 | $392 | | NORTHROP GRUMMAN CORP |
729 |
UNCH |
$349 | | NOC | 729 | UNCH | $349 | | VANGUARD STAR FDS (VXUS) |
5,532 |
+5,532 |
$334 | | VXUS | 5,532 | +5,532 | $334 | | SCHWAB STRATEGIC TR |
11,883 |
+2,523 |
$300 | | SCHE | 11,883 | +2,523 | $300 | | ARK ETF TR (ARKK) |
5,805 |
+100 |
$291 | | ARKK | 5,805 | +100 | $291 | | PIMCO ETF TR (LONZ) |
5,691 |
+5,691 |
$291 | | LONZ | 5,691 | +5,691 | $291 |
See Full List: All Stocks Held By SimpliFi Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By SimpliFi Inc.
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