SimpliFi, Inc.

Institutional manager (13F) · CIK 1716983

13F holdings · as of 2026-03-31 · top 43 · reported portfolio $238M

#	Issuer	Value	Shares
1	VANGUARD BD INDEX FDS	$51M	691,501
2	INVESCO EXCHANGE TRADED FD T	$33M	171,135
3	SPDR INDEX SHS FDS	$23M	244,333
4	VANGUARD SPECIALIZED FUNDS	$23M	105,848
5	ISHARES TR	$22M	232,095
6	STATE STR SPDR S&P 500 ETF T	$14M	21,137
7	WISDOMTREE TR	$11M	338,964
8	VANGUARD SCOTTSDALE FDS	$11M	176,374
9	PIMCO ETF TR	$10M	106,584
10	VANGUARD MALVERN FDS	$9M	188,484
11	ISHARES TR	$8M	31,308
12	ISHARES TR	$3M	17,959
13	INVESCO EXCH TRADED FD TR II	$2M	86,140
14	ISHARES TR	$2M	32,842
15	VANGUARD INDEX FDS	$2M	5,239
16	VERIZON COMMUNICATIONS INC	$2M	29,987
17	ISHARES TR	$1M	20,351
18	BLACKROCK ETF TRUST II	$1M	44,487
19	ISHARES U S ETF TR	$1M	40,308
20	VANECK ETF TRUST	$830k	38,599
21	SPDR SERIES TRUST	$747k	30,116
22	INVESCO EXCHANGE TRADED FD T	$676k	9,700
23	ISHARES TR	$624k	7,055
24	VANGUARD STAR FDS	$569k	7,384
25	ETF SER SOLUTIONS	$525k	9,071
26	INVESCO EXCHANGE TRADED FD T	$506k	22,744
27	SPDR SERIES TRUST	$463k	10,164
28	J P MORGAN EXCHANGE TRADED F	$441k	7,784
29	ISHARES TR	$430k	9,085
30	ISHARES TR	$428k	4,932
31	FIRST TR EXCHNG TRADED FD VI	$417k	12,341
32	INVESCO EXCH TRADED FD TR II	$393k	1,652
33	ISHARES TR	$388k	3,558
34	SPDR SERIES TRUST	$342k	11,377
35	NORTHROP GRUMMAN CORP	$341k	500
36	DIMENSIONAL ETF TRUST	$331k	8,516
37	SEMPRA	$320k	3,288
38	INVESCO EXCH TRADED FD TR II	$305k	12,244
39	VANGUARD INDEX FDS	$297k	1,515
40	SPDR SERIES TRUST	$265k	2,891
41	ISHARES TR	$222k	2,683
42	ISHARES TR	$218k	4,152
43	GRANITESHARES ETF TR	$157k	13,549

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.