Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SimpliFi, Inc. (CIK 1716983) reported $238.2M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($50.9M, 21.38%), RSP ($32.8M, 13.79%), QEFA ($22.8M, 9.57%), VIG ($22.8M, 9.56%), IEF ($22.2M, 9.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $50.9M | 21.38% | 691,501 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $32.8M | 13.79% | 171,135 | Trimmed |
| 3 | QEFA | SPDR INDEX SHS FDS | $22.8M | 9.57% | 244,333 | Added |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $22.8M | 9.56% | 105,848 | Added |
| 5 | IEF | ISHARES TR | $22.2M | 9.30% | 232,095 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $13.7M | 5.77% | 21,137 | Added |
| 7 | DGRE | WISDOMTREE TR | $11.2M | 4.71% | 338,964 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $10.5M | 4.41% | 176,374 | Added |
| 9 | BOND | PIMCO ETF TR | $9.8M | 4.13% | 106,584 | Added |
| 10 | VTIP | VANGUARD MALVERN FDS | $9.4M | 3.95% | 188,484 | Added |
| 11 | IWM | ISHARES TR | $7.8M | 3.26% | 31,308 | Trimmed |
| 12 | QUAL | ISHARES TR | $3.4M | 1.45% | 17,959 | Added |
| 13 | PWZ | INVESCO EXCH TRADED FD TR II | $2.1M | 0.86% | 86,140 | Added |
| 14 | CMF | ISHARES TR | $1.9M | 0.78% | 32,842 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $1.7M | 0.71% | 5,239 | Added |
| 16 | VZ | VERIZON COMMUNICATIONS INC | $1.5M | 0.63% | 29,987 | Added |
| 17 | AOR | ISHARES TR | $1.3M | 0.55% | 20,351 | Added |
| 18 | INMU | BLACKROCK ETF TRUST II | $1.1M | 0.45% | 44,487 | Added |
| 19 | LQDI | ISHARES U S ETF TR | $1.1M | 0.44% | 40,308 | Trimmed |
| 20 | XMPT | VANECK ETF TRUST | $829,871 | 0.35% | 38,599 | Added |
| 21 | HYMB | SPDR SERIES TRUST | $746,874 | 0.31% | 30,116 | Added |
| 22 | PWV | INVESCO EXCHANGE TRADED FD T | $676,157 | 0.28% | 9,700 | Added |
| 23 | AOA | ISHARES TR | $624,283 | 0.26% | 7,055 | Added |
| 24 | VXUS | VANGUARD STAR FDS | $569,346 | 0.24% | 7,384 | Added |
| 25 | DSTL | ETF SER SOLUTIONS | $525,045 | 0.22% | 9,071 | Added |
Source: SEC Form 13F filings · as of 2026-03-31