SimpliFi, Inc.
CIK 1716983 · Holdings on Jun 30, 2026 · First reported Jul 24, 2026
Top ten holdings
Q2 2026- BND20.37%
- RSP14.24%
- VIG9.99%
- QEFA9.41%
- IEF8.65%
- SPY6.26%
- DGRE5.31%
- VGIT4.18%
- BOND3.93%
- VTIP3.75%
Share classes counted separately86.09%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BNDWeight decreased · -1.01 pp21.38% → 20.37%Shares +10.61K (+1.53%)
- IEFWeight decreased · -0.65 pp9.30% → 8.65%Shares -581 (-0.25%)
- DGREWeight increased · +0.60 pp4.71% → 5.31%Shares -9.81K (-2.89%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $51.54M | 20.37% | 702.12K shares | 21.38% → 20.37%-1.01 pp +10.61K (+1.53%) | Added | ▾ |
| 02 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $36.03M | 14.24% | 169.36K shares | 13.79% → 14.24%+0.45 pp -1.78K (-1.04%) | Reduced | ▾ |
| 03 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $25.28M | 9.99% | 106.86K shares | 9.56% → 9.99%+0.43 pp +1.01K (+0.95%) | Added | ▾ |
| 04 | QEFASTSR SPD MSC EAF STGFS-US INST STR MSCI EAFE View history and evidence | $23.80M | 9.41% | 247.90K shares | 9.57% → 9.41%-0.16 pp +3.57K (+1.46%) | Added | ▾ |
| 05 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $21.89M | 8.65% | 231.51K shares | 9.30% → 8.65%-0.65 pp -581 (-0.25%) | Reduced | ▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $15.84M | 6.26% | 21.21K shares | 5.77% → 6.26%+0.49 pp +78 (+0.37%) | Added | ▾ |
| 07 | DGREWISDOMTREE EMERGING MARKETSEM MKTS QTLY DIV View history and evidence | $13.45M | 5.31% | 329.15K shares | 4.71% → 5.31%+0.60 pp -9.81K (-2.89%) | Reduced | ▾ |
| 08 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $10.57M | 4.18% | 179.23K shares | 4.41% → 4.18%-0.23 pp +2.86K (+1.62%) | Added | ▾ |
| 09 | BONDPIMCO ACTIVE BOND EXCHANGE-TACTIVE BD ETF View history and evidence | $9.95M | 3.93% | 107.88K shares | 4.13% → 3.93%-0.20 pp +1.30K (+1.22%) | Added | ▾ |
| 10 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $9.49M | 3.75% | 188.96K shares | 3.95% → 3.75%-0.20 pp +478 (+0.25%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1716983 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 253036861
}Research all 45 reported holdings.
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