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...	26.66	+0.85%	1.44M	+100.00%	37.65M	26.19	17.28%	Share
2	SPY	SPDR S&P 500 ET...	645.30	+1.53%	42.56K	+56.22%	23.81M	446.51	10.92%	Share
3	QEFA	SPDR MSCI EAFE ...	88.01	+0.98%	259.9K	-1.29%	20.52M	62.3	9.42%	Share
4	AGGY	WisdomTree Yiel...	43.90	+0.56%	437.35K	-49.19%	18.99M	42.69	8.72%	Share
5	BOND	PIMCO Active Bo...	92.43	+0.50%	205.03K	+100.00%	18.96M	92.47	8.70%	Share
6	IWM	iShares Russell...	234.82	+3.92%	73.05K	+0.23%	14.57M	163.84	6.69%	Share
7	SPSB	SPDR Portfolio ...	30.23	+0.25%	400.07K	+0.45%	12.04M	29.86	5.53%	Share
8	VIG	Vanguard Divide...	211.46	+1.17%	59.91K	+0.54%	11.62M	105.77	5.33%	Share
9	DSTL	Distillate U.S....	57.69	+1.64%	202.11K	-0.16%	10.96M	38.97	5.03%	Share
10	RSP	Invesco S&P 500...	189.51	+1.96%	57.46K	-0.3%	9.95M	168.26	4.57%	Share
11	HIPS	GraniteShares H...	12.20	+0.92%	597.87K	+2.26%	7.6M	12.73	3.49%	Share
12	DGRE	WisdomTree Emer...	28.20	+1.02%	200.15K	+1.84%	4.87M	25.5	2.23%	Share
13	VFLO	VictoryShares F...	37.01	+2.83%	134.5K	+90.49%	4.61M	33.77	2.12%	Share
14	IEF	iShares 7-10 Ye...	95.77	+0.56%	21.2K	+7.23%	2.02M	100.39	0.93%	Share
15	PWZ	Invesco Califor...	23.07	+0.39%	59.45K	+2.94%	1.42M	24.69	0.65%	Share
16	CMF	iShares Califor...	55.81	+0.32%	24.67K	+1.93%	1.39M	57.2	0.64%	Share
17	VTI	Vanguard Total ...	318.06	+1.69%	4.89K	+10.41%	1.34M	208.4	0.62%	Share
18	VZ	Verizon Communi...	44.43	-1.33%	28.77K	+1.05%	1.3M	52.78	0.60%	Share
19	BRK-B	Berkshire Hatha...	488.91	+0.07%	2.19K	+2.00%	1.17M	422.4	0.54%	Share
20	AOR	iShares Core Gr...	63.00	+1.19%	19.38K	+0.54%	1.12M	55.67	0.51%	Share
21	HYMB	SPDR Nuveen Blo...	24.21	+0.27%	42.38K	0.00%	1.07M	25.38	0.49%	Share
22	INMU	BlackRock Inter...	23.48	+0.11%	45.04K	0.00%	1.07M	23.47	0.49%	Share
23	IGSB	iShares 1-5 Yea...	52.94	+0.36%	17.33K	-2.74%	907.56K	51.7	0.42%	Share
24	VTIP	Vanguard Short-...	50.51	+0.40%	17.06K	+0.66%	851.13K	51.01	0.39%	Share
25	EFA	iShares MSCI EA...	93.22	+1.49%	9.2K	+34.47%	751.84K	71.79	0.34%	Share
26	PVI	Invesco VRDO Ta...	24.95	+0.36%	28.73K	0.00%	713.3K	24.83	0.33%	Share
27	QQQ	Invesco QQQ Tru...	571.99	+1.55%	1.45K	+27.48%	681.08K	370.91	0.31%	Share
28	XMPT	VanEck CEF Muni...	20.84	+0.56%	31.25K	+2.60%	675.82K	21.49	0.31%	Share
29	AOA	iShares Core Ag...	85.88	+1.39%	7.17K	-0.78%	548.46K	70.17	0.25%	Share
30	PWV	Invesco Dynamic...	64.30	+1.16%	8.94K	+0.69%	531.98K	48.8	0.24%	Share
31	VXUS	Vanguard Total ...	72.35	+1.63%	8.39K	+12.10%	520.83K	60.44	0.24%	Share
32	SPYD	SPDR Portfolio ...	45.06	+2.22%	9.71K	+0.96%	429.84K	37.77	0.20%	Share
33	PID	Invesco Interna...	21.51	+1.17%	21.95K	+0.87%	418.68K	17.95	0.19%	Share
34	JEPI	JPMorgan Equity...	57.38	+0.87%	7.16K	+1.81%	409.08K	55.18	0.19%	Share
35	BKLN	Invesco Senior ...	20.89	+0.24%	19.61K	+0.70%	405.86K	20.89	0.19%	Share
36	SCHE	Schwab Emerging...	31.89	+1.64%	13.63K	+34.65%	375.91K	26.83	0.17%	Share
37	AOM	iShares Core Mo...	46.72	+1.04%	8.41K	+0.86%	369K	43.12	0.17%	Share
38	BUFR	First Trust Cbo...	32.78	+0.94%	12.34K	-96.75%	366.4K	23.47	0.17%	Share
39	ARKK	ARK Innovation ...	76.55	+4.14%	7.02K	+27.65%	334.09K	44.98	0.15%	Share
40	NOC	Northrop Grumma...	592.36	-0.81%	629	-10.01%	322.05K	274.1	0.15%	Share
41	SRE	Sempra	82.88	+2.16%	3.3K	+0.76%	235.45K	83.29	0.11%	Share