Simplifi, Inc. Top Holdings and 13F Report (2024) About Simplifi, Inc.Investment ActivitySimplifi, Inc. has $216.52 million in total holdings as of June 30, 2024.Simplifi, Inc. owns shares of 41 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.12% of the portfolio was purchased this quarter.About 2.19% of the portfolio was sold this quarter.This quarter, Simplifi, Inc. has purchased 38 new stocks and bought additional shares in 23 stocks.Simplifi, Inc. sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings WisdomTree Yield Enhanced U.S. Aggregate Bond Fund $36,140,763iShares iBoxx $ Investment Grade Corporate Bond ETF $36,081,259SPDR MSCI EAFE StrategicFactors ETF $19,718,608SPDR S&P 500 ETF Trust $16,482,484iShares Russell 2000 ETF $15,366,958 Largest New Holdings this Quarter SPDR Nuveen Bloomberg High Yield Municipal Bond ETF $1,323,287 HoldingBlackRock Intermediate Muni Income Bond ETF $1,060,265 HoldingInvesco VRDO Tax-Free ETF $712,147 Holding Largest Purchases this Quarter SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 52,016 shares (about $1.32M)BlackRock Intermediate Muni Income Bond ETF 45,041 shares (about $1.06M)Invesco VRDO Tax-Free ETF 28,733 shares (about $712.15K)iShares Russell 2000 ETF 1,079 shares (about $218.92K)iShares 7-10 Year Treasury Bond ETF 2,138 shares (about $200.22K) Largest Sales this Quarter WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 41,592 shares (about $1.79M)iShares iBoxx $ Investment Grade Corporate Bond ETF 11,507 shares (about $1.23M)Invesco Senior Loan ETF 37,376 shares (about $786.39K)SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 6,692 shares (about $206.45K)Vanguard Dividend Appreciation ETF 1,059 shares (about $193.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSimplifi, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$36,140,763$1,786,793 ▼-4.7%841,26516.7%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$36,081,259$1,232,631 ▼-3.3%336,83016.7%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$19,718,608$107,775 ▲0.5%263,8299.1%ETFSPYSPDR S&P 500 ETF Trust$16,482,484$53,879 ▼-0.3%30,2867.6%FinanceIWMiShares Russell 2000 ETF$15,366,958$218,919 ▲1.4%75,7407.1%FinanceBKLNInvesco Senior Loan ETF$12,781,119$786,391 ▼-5.8%607,4685.9%ETFVIGVanguard Dividend Appreciation ETF$11,560,400$193,321 ▼-1.6%63,3275.3%ETFBUFRFT Vest Laddered Buffer ETF$11,152,304$103,389 ▼-0.9%385,6265.2%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$10,877,103$93,735 ▼-0.9%211,6585.0%ETFRSPInvesco S&P 500 Equal Weight ETF$9,513,229$184,814 ▲2.0%57,9094.4%ETFHIPSGraniteShares HIPS US High Income ETF$6,553,307$162,995 ▲2.6%511,5773.0%FinanceDGREWisdomTree Emerging Markets Quality Dividend Growth Fund$5,283,807$65,896 ▲1.3%200,2202.4%ManufacturingMOATVanEck Morningstar Wide Moat ETF$2,386,311$2,685 ▲0.1%27,5521.1%ETFCOWZPacer US Cash Cows 100 ETF$2,133,264$19,998 ▲0.9%39,1501.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,691,126$200,223 ▲13.4%18,0580.8%ETFPWZInvesco California AMT-Free Municipal Bond ETF$1,484,807$30,615 ▲2.1%60,1870.7%ETFCMFiShares California Muni Bond ETF$1,400,859$22,127 ▲1.6%24,6280.6%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,323,287$1,323,287 ▲New Holding52,0160.6%ETFVTIVanguard Total Stock Market ETF$1,171,333$131,069 ▲12.6%4,3790.5%ETFAORiShares Core Growth Allocation ETF$1,158,258$25,118 ▼-2.1%20,5660.5%ETFVZVerizon Communications$1,150,997$23,053 ▲2.0%27,9100.5%Computer and TechnologyINMUBlackRock Intermediate Muni Income Bond ETF$1,060,265$1,060,265 ▲New Holding45,0410.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$955,102$45,044 ▼-4.5%19,6770.4%ManufacturingBRK.BBerkshire Hathaway$874,6200.0%2,1500.4%FinanceFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$828,906$206,448 ▼-19.9%26,8690.4%ETFPVIInvesco VRDO Tax-Free ETF$712,147$712,147 ▲New Holding28,7330.3%ETFXMPTVanEck CEF Municipal Income ETF$687,425$15,517 ▲2.3%31,2320.3%ETFQQQInvesco QQQ$679,089$61,343 ▲9.9%1,4170.3%FinanceEFAiShares MSCI EAFE ETF$662,806$48,171 ▲7.8%8,4620.3%FinanceAOAiShares Core Aggressive Allocation ETF$596,284$78,517 ▼-11.6%7,9740.3%ETFPWVInvesco Large Cap Value ETF$489,864$6,550 ▲1.4%8,9000.2%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$437,253$5,230 ▲1.2%10,8690.2%ETFJEPIJPMorgan Equity Premium Income ETF$413,516$19,440 ▼-4.5%7,2960.2%ETFVXUSVanguard Total International Stock ETF$409,964$76,397 ▲22.9%6,7990.2%ETFAOMiShares Core Moderate Allocation ETF$387,057$114,108 ▼-22.8%8,9990.2%ETFPIDInvesco International Dividend Achievers ETF$383,964$4,856 ▲1.3%21,4270.2%ManufacturingSCHESchwab Emerging Markets Equity ETF$347,772$32,164 ▲10.2%13,0940.2%ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$318,760$27,625 ▲9.5%6,2310.1%ETFNOCNorthrop Grumman$317,8080.0%7290.1%AerospaceARKKARK Innovation ETF$296,471$41,355 ▲16.2%6,7460.1%ETFSRESempra$245,265$2,205 ▲0.9%3,2250.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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