SimpliFi, Inc. - Portfolio overview

SimpliFi, Inc. has 47 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Industrials.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 20.58%
2. RSP - INVESCO EXCHANGE TRADED FD T, 13.27%
3. QEFA - SPDR INDEX SHS FDS, 9.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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