SimpliFi, Inc.
CIK 1716983 · Holdings on Jun 30, 2025 · First reported Jul 18, 2025
Top ten holdings
Q2 2025- LQDI16.80%
- SPY11.69%
- QEFA9.73%
- BOND8.49%
- AGGY8.45%
- IWM7.00%
- VIG5.41%
- SPSB5.40%
- DSTL4.97%
- RSP4.62%
Share classes counted separately82.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight increased · +0.77 pp10.92% → 11.69%Shares +375 (+0.88%)
- LQDIWeight decreased · -0.48 pp17.28% → 16.80%Shares +10.50K (+0.73%)
- QEFAWeight increased · +0.31 pp9.42% → 9.73%Shares -1.09K (-0.42%)
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 | LQDIISHARES INFLATION HEDGED CORINFLATION HEDG View history and evidence | $38.12M | 16.80% | 1.45M shares | 17.28% → 16.80%-0.48 pp +10.50K (+0.73%) | Added | ↗▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $26.53M | 11.69% | 42.93K shares | 10.92% → 11.69%+0.77 pp +375 (+0.88%) | Added | ↗▾ |
| 03 | QEFASTSR SPD MSC EAF STGFS-US INMSCI EAFE STRTGC View history and evidence | $22.09M | 9.73% | 258.81K shares | 9.42% → 9.73%+0.31 pp -1.09K (-0.42%) | Reduced | ↗▾ |
| 04 | BONDPIMCO ACTIVE BOND EXCHANGE-TACTIVE BD ETF View history and evidence | $19.26M | 8.49% | 208.92K shares | 8.70% → 8.49%-0.21 pp +3.89K (+1.90%) | Added | ↗▾ |
| 05 | AGGYWISDOMTREE YIELD ENHANCED USYIELD ENHANCD US View history and evidence | $19.18M | 8.45% | 439.66K shares | 8.72% → 8.45%-0.27 pp +2.31K (+0.53%) | Added | ↗▾ |
| 06 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $15.89M | 7.00% | 73.65K shares | 6.69% → 7.00%+0.31 pp +603 (+0.83%) | Added | ↗▾ |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $12.27M | 5.41% | 59.94K shares | 5.33% → 5.41%+0.08 pp +24 (+0.04%) | Added | ↗▾ |
| 08 | SPSBSS SPDR P ST C CORP ETFPORTFOLIO SHORT View history and evidence | $12.26M | 5.40% | 406.24K shares | 5.53% → 5.40%-0.13 pp +6.17K (+1.54%) | Added | ↗▾ |
| 09 | DSTLDISTILLATE US FUNDAMENTAL STDISTILLATE US View history and evidence | $11.28M | 4.97% | 203.77K shares | 5.03% → 4.97%-0.06 pp +1.67K (+0.82%) | Added | ↗▾ |
| 10 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $10.47M | 4.62% | 57.63K shares | 4.57% → 4.62%+0.05 pp +162 (+0.28%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BRK.B BERKSHIRE HATHAWAY INC-CL B | Non-derivative | -2,193 | -$1.17M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1716983 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Jul 18, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 226919869
}Research all 41 reported holdings.
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