Simplifi, Inc. Top Holdings and 13F Report (2025) About Simplifi, Inc.Investment ActivitySimplifi, Inc. has $218.67 million in total holdings as of December 31, 2024.Simplifi, Inc. owns shares of 41 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.93% of the portfolio was purchased this quarter.About 6.81% of the portfolio was sold this quarter.This quarter, Simplifi, Inc. has purchased 41 new stocks and bought additional shares in 17 stocks.Simplifi, Inc. sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings WisdomTree Yield Enhanced U.S. Aggregate Bond Fund $36,946,128iShares iBoxx $ Investment Grade Corporate Bond ETF $36,662,016SPDR MSCI EAFE StrategicFactors ETF $19,092,217iShares Russell 2000 ETF $16,102,872SPDR S&P 500 ETF Trust $15,965,817 Largest New Holdings this Quarter SPDR Portfolio Short Term Corporate Bond ETF $11,893,239 HoldingiShares 1-5 Year Investment Grade Corporate Bond ETF $921,240 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Corporate Bond ETF 398,300 shares (about $11.89M)iShares 1-5 Year Investment Grade Corporate Bond ETF 17,819 shares (about $921.24K)GraniteShares HIPS US High Income ETF 60,697 shares (about $780.05K)iShares iBoxx $ Investment Grade Corporate Bond ETF 5,917 shares (about $632.17K)WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 10,683 shares (about $458.51K) Largest Sales this Quarter Invesco Senior Loan ETF 604,356 shares (about $12.73M)SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 9,634 shares (about $246.44K)FT Vest Laddered Buffer ETF 4,146 shares (about $126.33K)Distillate U.S. Fundamental Stability & Value ETF 2,107 shares (about $115.72K)Vanguard Dividend Appreciation ETF 511 shares (about $100.07K) 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$36,946,128$458,514 ▲1.3%860,81416.9%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$36,662,016$632,172 ▲1.8%343,14916.8%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$19,092,217$255,597 ▲1.4%263,3058.7%ETFIWMiShares Russell 2000 ETF$16,102,872$72,254 ▼-0.4%72,8777.4%FinanceSPYSPDR S&P 500 ETF Trust$15,965,817$66,226 ▼-0.4%27,2427.3%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$11,893,239$11,893,239 ▲New Holding398,3005.4%ETFVIGVanguard Dividend Appreciation ETF$11,670,159$100,070 ▼-0.9%59,5935.3%ETFBUFRFT Vest Laddered Buffer ETF$11,582,835$126,329 ▼-1.1%380,1395.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$11,117,906$115,725 ▼-1.0%202,4245.1%ETFRSPInvesco S&P 500 Equal Weight ETF$10,099,675$41,529 ▼-0.4%57,6374.6%ETFHIPSGraniteShares HIPS US High Income ETF$7,513,788$780,053 ▲11.6%584,6583.4%FinanceDGREWisdomTree Emerging Markets Quality Dividend Growth Fund$4,917,120$17,014 ▲0.3%196,5282.2%ManufacturingMOATVanEck Morningstar Wide Moat ETF$2,518,260$15,300 ▲0.6%27,1581.2%ETFVFLOVictoryShares Free Cash Flow ETF$2,407,092$43,465 ▲1.8%70,6101.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,827,811$9,337 ▼-0.5%19,7710.8%ETFPWZInvesco California AMT-Free Municipal Bond ETF$1,426,395$73,038 ▼-4.9%57,7490.7%ETFCMFiShares California Muni Bond ETF$1,386,179$34,196 ▼-2.4%24,2000.6%ETFVTIVanguard Total Stock Market ETF$1,282,873$48,684 ▲3.9%4,4270.6%ETFVZVerizon Communications$1,138,443$11,237 ▲1.0%28,4680.5%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$1,105,038$44,023 ▼-3.8%19,2780.5%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,084,132$246,438 ▼-18.5%42,3820.5%ETFINMUiShares Intermediate Muni Income Active ETF$1,062,9680.0%45,0410.5%ETFBRK.BBerkshire Hathaway$974,5520.0%2,1500.4%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$921,240$921,240 ▲New Holding17,8190.4%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$820,465$10,798 ▲1.3%16,9450.4%ManufacturingPVIInvesco VRDO Tax-Free ETF$709,9920.0%28,7330.3%ETFXMPTVanEck CEF Municipal Income ETF$654,950$26,410 ▼-3.9%30,4530.3%ETFQQQInvesco QQQ$582,521$11,252 ▲2.0%1,1390.3%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$553,511$11,492 ▲2.1%7,2250.3%ETFEFAiShares MSCI EAFE ETF$517,256$832 ▲0.2%6,8410.2%FinancePWVInvesco Large Cap Value ETF$504,935$1,763 ▼-0.3%8,8780.2%ETFVXUSVanguard Total International Stock ETF$440,890$30,229 ▲7.4%7,4820.2%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$415,980$58,722 ▼-12.4%9,6200.2%ETFBKLNInvesco Senior Loan ETF$410,252$12,733,720 ▼-96.9%19,4710.2%ETFJEPIJPMorgan Equity Premium Income ETF$404,541$22,781 ▼-5.3%7,0320.2%ETFPIDInvesco International Dividend Achievers ETF$398,524$1,996 ▲0.5%21,7650.2%ManufacturingAOMiShares Core 40/60 Moderate Allocation ETF$362,167$32,059 ▼-8.1%8,3370.2%ETFNOCNorthrop Grumman$328,0340.0%6990.2%AerospaceARKKARK Innovation ETF$312,2710.0%5,5010.1%ETFSRESempra$287,266$2,105 ▲0.7%3,2750.1%UtilitiesSCHESchwab Emerging Markets Equity ETF$269,651$1,651 ▲0.6%10,1260.1%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$0$828,987 ▼-100.0%00.0%ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$0$267,128 ▼-100.0%00.0%ETFShowing 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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