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...	27.07	+0.06%	1.44M	+100.00%	37.65M	26.19	17.28%	Share
2	SPY	SPDR S&P 500 ET...	659.18	-0.12%	42.56K	+56.22%	23.81M	446.51	10.92%	Share
3	QEFA	SPDR MSCI EAFE ...	87.78	-0.41%	259.9K	-1.29%	20.52M	62.3	9.42%	Share
4	AGGY	WisdomTree Yiel...	44.50	-0.19%	437.35K	-49.19%	18.99M	42.69	8.72%	Share
5	BOND	PIMCO Active Bo...	93.66	-0.14%	205.03K	+100.00%	18.96M	92.47	8.70%	Share
6	IWM	iShares Russell...	238.91	+0.26%	73.05K	+0.23%	14.57M	163.84	6.69%	Share
7	SPSB	SPDR Portfolio ...	30.27	-0.07%	400.07K	+0.45%	12.04M	29.86	5.53%	Share
8	VIG	Vanguard Divide...	215.68	+0.18%	59.91K	+0.54%	11.62M	105.77	5.33%	Share
9	DSTL	Distillate U.S....	57.59	+0.30%	202.11K	-0.16%	10.96M	38.97	5.03%	Share
10	RSP	Invesco S&P 500...	188.32	+0.10%	57.46K	-0.3%	9.95M	168.26	4.57%	Share
11	HIPS	GraniteShares H...	12.20	+0.16%	597.87K	+2.26%	7.6M	12.73	3.49%	Share
12	DGRE	WisdomTree Emer...	29.14	+0.12%	200.15K	+1.84%	4.87M	25.5	2.23%	Share
13	VFLO	VictoryShares F...	37.53	+0.43%	134.5K	+90.49%	4.61M	33.77	2.12%	Share
14	IEF	iShares 7-10 Ye...	96.99	-0.22%	21.2K	+7.23%	2.02M	100.39	0.93%	Share
15	PWZ	Invesco Califor...	24.03	+0.17%	59.45K	+2.94%	1.42M	24.69	0.65%	Share
16	CMF	iShares Califor...	57.06	-0.05%	24.67K	+1.93%	1.39M	57.2	0.64%	Share
17	VTI	Vanguard Total ...	325.11	-0.1%	4.89K	+10.41%	1.34M	208.4	0.62%	Share
18	VZ	Verizon Communi...	44.20	+1.04%	28.77K	+1.05%	1.3M	52.78	0.60%	Share
19	BRK-B	Berkshire Hatha...	492.47	+0.30%	2.19K	+2.00%	1.17M	422.4	0.54%	Share
20	AOR	iShares Core 60...	64.05	-0.16%	19.38K	+0.54%	1.12M	55.67	0.51%	Share
21	HYMB	SPDR Nuveen Blo...	24.93	-0.01%	42.38K	0.00%	1.07M	25.38	0.49%	Share
22	INMU	iShares Interme...	23.96	+0.13%	45.04K	0.00%	1.07M	23.47	0.49%	Share
23	IGSB	iShares 1-5 Yea...	53.07	-0.08%	17.33K	-2.74%	907.56K	51.7	0.42%	Share
24	VTIP	Vanguard Short-...	50.73	-0.04%	17.06K	+0.66%	851.13K	51.01	0.39%	Share
25	EFA	iShares MSCI EA...	93.02	-0.35%	9.2K	+34.47%	751.84K	71.79	0.34%	Share
26	PVI	Invesco Floatin...	24.93	+0.35%	28.73K	0.00%	713.3K	24.83	0.33%	Share
27	QQQ	Invesco QQQ Tru...	589.94	-0.21%	1.45K	+27.48%	681.08K	370.91	0.31%	Share
28	XMPT	VanEck CEF Muni...	21.86	+0.02%	31.25K	+2.60%	675.82K	21.49	0.31%	Share
29	AOA	iShares Core Ag...	87.45	-0.23%	7.17K	-0.78%	548.46K	70.17	0.25%	Share
30	PWV	Invesco Dynamic...	64.92	+0.67%	8.94K	+0.69%	531.98K	48.8	0.24%	Share
31	VXUS	Vanguard Total ...	73.67	-0.07%	8.39K	+12.10%	520.83K	60.44	0.24%	Share
32	SPYD	SPDR Portfolio ...	44.26	+0.17%	9.71K	+0.96%	429.84K	37.77	0.20%	Share
33	PID	Invesco Interna...	21.44	-0.04%	21.95K	+0.87%	418.68K	17.95	0.19%	Share
34	JEPI	JPMorgan Equity...	56.91	+0.25%	7.16K	+1.81%	409.08K	55.18	0.19%	Share
35	BKLN	Invesco Senior ...	21.00	-0.01%	19.61K	+0.70%	405.86K	20.89	0.19%	Share
36	SCHE	Schwab Emerging...	33.33	+0.54%	13.63K	+34.65%	375.91K	26.83	0.17%	Share
37	AOM	iShares Core Mo...	47.46	-0.15%	8.41K	+0.86%	369K	43.12	0.17%	Share
38	BUFR	FT Vest Laddere...	33.20	-0.02%	12.34K	-96.75%	366.4K	23.47	0.17%	Share
39	ARKK	ARK Innovation ...	80.70	-0.41%	7.02K	+27.65%	334.09K	44.98	0.15%	Share
40	NOC	Northrop Grumma...	577.09	-0.39%	629	-10.01%	322.05K	274.1	0.15%	Share
41	SRE	Sempra	82.68	-0.03%	3.3K	+0.76%	235.45K	83.29	0.11%	Share