Simplifi, Inc. Top Holdings and 13F Report (2025) About Simplifi, Inc.Investment ActivitySimplifi, Inc. has $226.92 million in total holdings as of June 30, 2025.Simplifi, Inc. owns shares of 41 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.02% of the portfolio was purchased this quarter.About 0.60% of the portfolio was sold this quarter.This quarter, Simplifi, Inc. has purchased 41 new stocks and bought additional shares in 28 stocks.Simplifi, Inc. sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Inflation Hedged Corporate Bond ETF $38,121,124SPDR S&P 500 ETF Trust $26,525,771SPDR MSCI EAFE StrategicFactors ETF $22,086,479PIMCO ETF TR $19,258,364WisdomTree Yield Enhanced U.S. Aggregate Bond Fund $19,182,310 Largest New Holdings this Quarter 25434V708 - Dimensional U.S. Core Equity 2 ETF $305,213 Holding Largest Purchases this Quarter PIMCO ETF TR 3,889 shares (about $358.49K)Dimensional U.S. Core Equity 2 ETF 8,516 shares (about $305.21K)iShares Inflation Hedged Corporate Bond ETF 10,497 shares (about $276.36K)SPDR S&P 500 ETF Trust 375 shares (about $231.70K)GraniteShares HIPS US High Income ETF 18,840 shares (about $228.06K) Largest Sales this Quarter SPDR MSCI EAFE StrategicFactors ETF 1,090 shares (about $93.02K)Vanguard Total Stock Market ETF 84 shares (about $25.53K)Northrop Grumman 48 shares (about $24.00K)iShares 7-10 Year Treasury Bond ETF 170 shares (about $16.28K)iShares Core 80/20 Aggressive Allocation ETF 135 shares (about $11.26K) 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 PortfolioSectorLQDIiShares Inflation Hedged Corporate Bond ETF$38,121,124$276,365 ▲0.7%1,447,93116.8%ETFSPYSPDR S&P 500 ETF Trust$26,525,771$231,696 ▲0.9%42,93211.7%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$22,086,479$93,020 ▼-0.4%258,8069.7%ETFPIMCO ETF TR$19,258,364$358,489 ▲1.9%208,9218.5%ACTIVE BD ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$19,182,310$100,916 ▲0.5%439,6598.5%FinanceIWMiShares Russell 2000 ETF$15,892,772$130,122 ▲0.8%73,6497.0%FinanceVIGVanguard Dividend Appreciation ETF$12,267,663$4,912 ▲0.0%59,9395.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$12,264,427$186,182 ▲1.5%406,2415.4%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$11,278,764$92,158 ▲0.8%203,7725.0%ETFRSPInvesco S&P 500 Equal Weight ETF$10,472,919$29,442 ▲0.3%57,6264.6%ETFHIPSGraniteShares HIPS US High Income ETF$7,465,305$228,058 ▲3.2%616,7133.3%FinanceDGREWisdomTree Emerging Markets Quality Dividend Growth Fund$5,528,378$10,173 ▲0.2%200,5222.4%ManufacturingVFLOVictoryShares Free Cash Flow ETF$4,746,094$8,661 ▼-0.2%134,2602.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,014,088$16,281 ▼-0.8%21,0300.9%ETFVTIVanguard Total Stock Market ETF$1,460,199$25,532 ▼-1.7%4,8040.6%ETFPWZInvesco California AMT-Free Municipal Bond ETF$1,457,143$69,600 ▲5.0%62,4310.6%ETFCMFiShares California Muni Bond ETF$1,440,084$65,104 ▲4.7%25,8360.6%ETFVZVerizon Communications$1,256,808$12,072 ▲1.0%29,0460.6%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$1,207,733$14,346 ▲1.2%19,6160.5%ETFINMUiShares Intermediate Muni Income Active ETF$1,055,5040.0%45,0410.5%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,050,2260.0%42,3820.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$917,435$3,113 ▲0.3%17,3890.4%ManufacturingEFAiShares MSCI EAFE ETF$874,890$52,563 ▲6.4%9,7870.4%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$859,116$1,659 ▲0.2%17,0900.4%ManufacturingQQQInvesco QQQ$848,019$46,898 ▲5.9%1,5370.4%FinancePVIInvesco Floating Rate Municipal Income ETF$712,1990.0%28,7330.3%ETFXMPTVanEck CEF Muni Income ETF$688,353$32,514 ▲5.0%32,7940.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$586,607$11,258 ▼-1.9%7,0340.3%ETFVXUSVanguard Total International Stock ETF$570,348$9,120 ▼-1.6%8,2550.3%ETFPWVInvesco Large Cap Value ETF$559,425$3,977 ▲0.7%9,0030.2%ETFARKKARK Innovation ETF$487,180$6,396 ▼-1.3%6,9310.2%ETFPIDInvesco International Dividend Achievers ETF$455,880$5,802 ▲1.3%22,2380.2%ManufacturingSCHESchwab Emerging Markets Equity ETF$435,008$24,052 ▲5.9%14,4330.2%ETFBKLNInvesco Senior Loan ETF$429,450$19,268 ▲4.7%20,5280.2%ETFJEPIJPMorgan Equity Premium Income ETF$417,579$10,574 ▲2.6%7,3450.2%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$417,071$4,881 ▲1.2%9,8270.2%ETFBUFRFT Vest Laddered Buffer ETF$392,4440.0%12,3410.2%ETFAOMiShares Core 40/60 Moderate Allocation ETF$388,708$1,565 ▲0.4%8,4430.2%ETFDFACDimensional U.S. Core Equity 2 ETF$305,213$305,213 ▲New Holding8,5160.1%ETFNOCNorthrop Grumman$290,488$23,999 ▼-7.6%5810.1%AerospaceSRESempra Energy$252,301$2,273 ▲0.9%3,3300.1%UtilitiesBRK.BBerkshire Hathaway$0$1,167,948 ▼-100.0%00.0%FinanceShowing 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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