Simplifi, Inc.

CIK Number: 0001716983

226.92M

Market Value

# of Holdings

13 months

Avg. Holding Period

Win Rate

Peformance 3-Years

Main Sectors:

Communication Services Financial Services Industrials

Top Industries:

Telecommunications Services Insurance - Diversified Aerospace & Defense

Filing Date: Apr 29, 2025

Rank	Symbol	Name	Price	% Change	Shares	% Change Shares	Market Value	Avg. Price Paid	% Weight	Asset Type
1	LQDI	iShares Inflati...	26.64	-0.5%	1.44M	+100.00%	37.65M	26.19	17.28%	Share
2	SPY	SPDR S&P 500 ET...	645.07	-0.59%	42.56K	+56.22%	23.81M	446.51	10.92%	Share
3	QEFA	SPDR MSCI EAFE ...	86.44	-0.52%	259.9K	-1.29%	20.52M	62.3	9.42%	Share
4	AGGY	WisdomTree Yiel...	43.69	-0.18%	437.35K	-49.19%	18.99M	42.69	8.72%	Share
5	BOND	PIMCO Active Bo...	92.56	-0.13%	205.03K	+100.00%	18.96M	92.47	8.70%	Share
6	IWM	iShares Russell...	235.22	-0.42%	73.05K	+0.23%	14.57M	163.84	6.69%	Share
7	SPSB	SPDR Portfolio ...	30.25	+0.03%	400.07K	+0.45%	12.04M	29.86	5.53%	Share
8	VIG	Vanguard Divide...	211.02	-0.26%	59.91K	+0.54%	11.62M	105.77	5.33%	Share
9	DSTL	Distillate U.S....	57.40	+0.16%	202.11K	-0.16%	10.96M	38.97	5.03%	Share
10	RSP	Invesco S&P 500...	188.60	-0.08%	57.46K	-0.3%	9.95M	168.26	4.57%	Share
11	HIPS	GraniteShares H...	12.19	+0.61%	597.87K	+2.26%	7.6M	12.73	3.49%	Share
12	DGRE	WisdomTree Emer...	27.56	-1.27%	200.15K	+1.84%	4.87M	25.5	2.23%	Share
13	VFLO	VictoryShares F...	37.33	+0.38%	134.5K	+90.49%	4.61M	33.77	2.12%	Share
14	IEF	iShares 7-10 Ye...	96.15	-0.08%	21.2K	+7.23%	2.02M	100.39	0.93%	Share
15	PWZ	Invesco Califor...	23.13	-0.11%	59.45K	+2.94%	1.42M	24.69	0.65%	Share
16	CMF	iShares Califor...	55.81	+0.02%	24.67K	+1.93%	1.39M	57.2	0.64%	Share
17	VTI	Vanguard Total ...	318.18	-0.6%	4.89K	+10.41%	1.34M	208.4	0.62%	Share
18	VZ	Verizon Communi...	44.25	+0.73%	28.77K	+1.05%	1.3M	52.78	0.60%	Share
19	BRK-B	Berkshire Hatha...	503.29	+0.69%	2.19K	+2.00%	1.17M	422.4	0.54%	Share
20	AOR	iShares Core 60...	62.81	-0.32%	19.38K	+0.54%	1.12M	55.67	0.51%	Share
21	HYMB	SPDR Nuveen Blo...	24.19	-0.05%	42.38K	0.00%	1.07M	25.38	0.49%	Share
22	INMU	iShares Interme...	23.53	+0.04%	45.04K	0.00%	1.07M	23.47	0.49%	Share
23	IGSB	iShares 1-5 Yea...	52.99	+0.02%	17.33K	-2.74%	907.56K	51.7	0.42%	Share
24	VTIP	Vanguard Short-...	50.68	+0.06%	17.06K	+0.66%	851.13K	51.01	0.39%	Share
25	EFA	iShares MSCI EA...	91.48	-0.59%	9.2K	+34.47%	751.84K	71.79	0.34%	Share
26	PVI	Invesco VRDO Ta...	24.88	+0.10%	28.73K	0.00%	713.3K	24.83	0.33%	Share
27	QQQ	Invesco QQQ Tru...	570.40	-1.16%	1.45K	+27.48%	681.08K	370.91	0.31%	Share
28	XMPT	VanEck CEF Muni...	21.01	+0.38%	31.25K	+2.60%	675.82K	21.49	0.31%	Share
29	AOA	iShares Core Ag...	85.63	-0.47%	7.17K	-0.78%	548.46K	70.17	0.25%	Share
30	PWV	Invesco Dynamic...	64.67	+0.25%	8.94K	+0.69%	531.98K	48.8	0.24%	Share
31	VXUS	Vanguard Total ...	71.37	-0.45%	8.39K	+12.10%	520.83K	60.44	0.24%	Share
32	SPYD	SPDR Portfolio ...	44.99	+0.69%	9.71K	+0.96%	429.84K	37.77	0.20%	Share
33	PID	Invesco Interna...	21.39	+0.09%	21.95K	+0.87%	418.68K	17.95	0.19%	Share
34	JEPI	JPMorgan Equity...	57.14	-0.09%	7.16K	+1.81%	409.08K	55.18	0.19%	Share
35	BKLN	Invesco Senior ...	20.91	+0.07%	19.61K	+0.70%	405.86K	20.89	0.19%	Share
36	SCHE	Schwab Emerging...	31.45	-0.38%	13.63K	+34.65%	375.91K	26.83	0.17%	Share
37	AOM	iShares Core Mo...	46.60	-0.37%	8.41K	+0.86%	369K	43.12	0.17%	Share
38	BUFR	FT Vest Laddere...	32.80	-0.29%	12.34K	-96.75%	366.4K	23.47	0.17%	Share
39	ARKK	ARK Innovation ...	74.98	-1.43%	7.02K	+27.65%	334.09K	44.98	0.15%	Share
40	NOC	Northrop Grumma...	589.71	+0.31%	629	-10.01%	322.05K	274.1	0.15%	Share
41	SRE	Sempra	82.59	+1.41%	3.3K	+0.76%	235.45K	83.29	0.11%	Share