Simplifi, Inc.
CIK Number: 0001716983
217.9M
Market Value
41
# of Holdings
13 months
Avg. Holding Period
20.93%
Win Rate
6.83%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AGGY | WisdomTree Yiel... | 42.92 | +0.19% | 860.81K | +1.26% | 36.95M | 42.69 | 16.90% |
| 2 | LQD | iShares iBoxx $... | 107.25 | +0.30% | 343.15K | +1.75% | 36.66M | 106.22 | 16.77% |
| 3 | QEFA | SPDR MSCI EAFE ... | 84.45 | +0.09% | 263.31K | +1.36% | 19.09M | 62.3 | 8.73% |
| 4 | IWM | iShares Russell... | 213.41 | +0.71% | 72.88K | -0.45% | 16.1M | 163.75 | 7.36% |
| 5 | SPY | SPDR S&P 500 ET... | 599.95 | +0.13% | 27.24K | -0.41% | 15.97M | 383.05 | 7.30% |
| 6 | SPSB | SPDR Portfolio ... | 29.96 | +0.10% | 398.3K | +100.00% | 11.89M | 29.86 | 5.44% |
| 7 | VIG | Vanguard Divide... | 200.19 | -0.13% | 59.59K | -0.85% | 11.67M | 105.3 | 5.34% |
| 8 | BUFR | First Trust Cbo... | 31.15 | +0.13% | 380.14K | -1.08% | 11.58M | 23.47 | 5.30% |
| 9 | DSTL | Distillate U.S.... | 54.63 | +0.24% | 202.42K | -1.03% | 11.12M | 38.97 | 5.08% |
| 10 | RSP | Invesco S&P 500... | 178.84 | +0.08% | 57.64K | -0.41% | 10.1M | 168.26 | 4.62% |
| 11 | HIPS | GraniteShares H... | 12.21 | +0.74% | 584.66K | +11.58% | 7.51M | 12.73 | 3.44% |
| 12 | DGRE | WisdomTree Emer... | 26.95 | +0.26% | 196.53K | +0.35% | 4.92M | 25.52 | 2.25% |
| 13 | MOAT | VanEck Mornings... | 92.05 | +0.99% | 27.16K | +0.61% | 2.52M | 80.72 | 1.15% |
| 14 | VFLO | VictoryShares F... | 34.81 | +0.34% | 70.61K | +1.84% | 2.41M | 33.31 | 1.10% |
| 15 | IEF | iShares 7-10 Ye... | 93.67 | +0.18% | 19.77K | -0.51% | 1.83M | 100.75 | 0.84% |
| 16 | PWZ | Invesco Califor... | 23.18 | +0.24% | 57.75K | -4.87% | 1.43M | 24.71 | 0.65% |
| 17 | CMF | iShares Califor... | 55.35 | +0.34% | 24.2K | -2.41% | 1.39M | 57.22 | 0.63% |
| 18 | VTI | Vanguard Total ... | 295.54 | +0.14% | 4.43K | +3.94% | 1.28M | 201.48 | 0.59% |
| 19 | VZ | Verizon Communi... | 43.70 | -0.22% | 28.47K | +1.00% | 1.14M | 52.86 | 0.52% |
| 20 | AOR | iShares Core Gr... | 60.17 | +0.17% | 19.28K | -3.83% | 1.11M | 55.66 | 0.51% |
| 21 | HYMB | SPDR Nuveen Blo... | 24.59 | +0.47% | 42.38K | -18.52% | 1.08M | 25.38 | 0.50% |
| 22 | INMU | BlackRock Inter... | 23.30 | +0.19% | 45.04K | 0.00% | 1.06M | 23.47 | 0.49% |
| 23 | BRK-B | Berkshire Hatha... | 493.30 | -0.05% | 2.15K | 0.00% | 974.55K | 420.2 | 0.45% |
| 24 | IGSB | iShares 1-5 Yea... | 52.19 | +0.11% | 17.82K | +100.00% | 921.24K | 51.7 | 0.42% |
| 25 | VTIP | Vanguard Short-... | 49.88 | +0.05% | 16.95K | +1.33% | 820.47K | 51.02 | 0.38% |
| 26 | PVI | Invesco VRDO Ta... | 24.81 | +0.12% | 28.73K | 0.00% | 709.99K | 24.83 | 0.32% |
| 27 | XMPT | VanEck CEF Muni... | 20.70 | +0.03% | 30.45K | -3.88% | 654.95K | 21.49 | 0.30% |
| 28 | QQQ | Invesco QQQ Tru... | 531.00 | +0.20% | 1.14K | +1.97% | 582.52K | 343.98 | 0.27% |
| 29 | AOA | iShares Core Ag... | 81.33 | +0.30% | 7.22K | +2.12% | 553.51K | 70.17 | 0.25% |
| 30 | EFA | iShares MSCI EA... | 89.75 | +0.01% | 6.84K | +0.16% | 517.26K | 68.37 | 0.24% |
| 31 | PWV | Invesco Dynamic... | 60.47 | -0.26% | 8.88K | -0.35% | 504.94K | 48.72 | 0.23% |
| 32 | VXUS | Vanguard Total ... | 68.22 | +0.30% | 7.48K | +7.36% | 440.89K | 60.24 | 0.20% |
| 33 | SPYD | SPDR Portfolio ... | 42.62 | +0.32% | 9.62K | -12.37% | 415.98K | 37.71 | 0.19% |
| 34 | BKLN | Invesco Senior ... | 20.92 | 0.00% | 19.47K | -96.88% | 410.25K | 20.89 | 0.19% |
| 35 | JEPI | JPMorgan Equity... | 56.05 | +0.03% | 7.03K | -5.33% | 404.54K | 55.14 | 0.18% |
| 36 | PID | Invesco Interna... | 20.59 | +0.24% | 21.77K | +0.50% | 398.52K | 17.94 | 0.18% |
| 37 | AOM | iShares Core Mo... | 45.05 | +0.14% | 8.34K | -8.13% | 362.17K | 43.11 | 0.17% |
| 38 | NOC | Northrop Grumma... | 492.04 | +0.54% | 699 | 0.00% | 328.03K | 274.1 | 0.15% |
| 39 | ARKK | ARK Innovation ... | 62.37 | +2.02% | 5.5K | 0.00% | 312.27K | 44.26 | 0.14% |
| 40 | SRE | Sempra | 74.68 | -2.82% | 3.27K | +0.74% | 287.27K | 83.38 | 0.13% |
| 41 | SCHE | Schwab Emerging... | 29.61 | +0.70% | 10.13K | +0.62% | 269.65K | 26.57 | 0.12% |