Simplifi, Inc. Top Holdings and 13F Report (2025) About Simplifi, Inc.Investment ActivitySimplifi, Inc. has $217.90 million in total holdings as of March 31, 2025.Simplifi, Inc. owns shares of 41 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 31.55% of the portfolio was purchased this quarter.About 31.61% 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 2 stocks this quarter.Largest Holdings iShares Inflation Hedged Corporate Bond ETF $37,646,400SPDR S&P 500 ETF Trust $23,805,916SPDR MSCI EAFE StrategicFactors ETF $20,520,353WisdomTree Yield Enhanced U.S. Aggregate Bond Fund $18,993,940PIMCO ETF TR $18,959,297 Largest New Holdings this Quarter 46431W580 - iShares Inflation Hedged Corporate Bond ETF $37,646,400 Holding72201R775 - PIMCO ETF TR $18,959,297 Holding Largest Purchases this Quarter iShares Inflation Hedged Corporate Bond ETF 1,437,434 shares (about $37.65M)PIMCO ETF TR 205,032 shares (about $18.96M)SPDR S&P 500 ETF Trust 15,315 shares (about $8.57M)VictoryShares Free Cash Flow ETF 63,895 shares (about $2.19M)iShares MSCI EAFE ETF 2,358 shares (about $192.72K) Largest Sales this Quarter WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 423,468 shares (about $18.39M)FT Vest Laddered Buffer ETF 367,798 shares (about $10.92M)SPDR MSCI EAFE StrategicFactors ETF 3,409 shares (about $269.16K)Northrop Grumman 70 shares (about $35.84K)Invesco S&P 500 Equal Weight ETF 173 shares (about $29.97K) 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$37,646,400$37,646,400 ▲New Holding1,437,43417.3%ETFSPYSPDR S&P 500 ETF Trust$23,805,916$8,567,042 ▲56.2%42,55710.9%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$20,520,353$269,161 ▼-1.3%259,8969.4%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$18,993,940$18,391,218 ▼-49.2%437,3468.7%FinancePIMCO ETF TR$18,959,297$18,959,297 ▲New Holding205,0328.7%ACTIVE BD ETFIWMiShares Russell 2000 ETF$14,571,851$33,714 ▲0.2%73,0466.7%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$12,042,216$53,397 ▲0.4%400,0745.5%ETFVIGVanguard Dividend Appreciation ETF$11,622,948$62,465 ▲0.5%59,9155.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$10,962,281$17,194 ▼-0.2%202,1075.0%ETFRSPInvesco S&P 500 Equal Weight ETF$9,954,541$29,969 ▼-0.3%57,4644.6%ETFHIPSGraniteShares HIPS US High Income ETF$7,604,942$168,095 ▲2.3%597,8733.5%FinanceDGREWisdomTree Emerging Markets Quality Dividend Growth Fund$4,865,727$88,124 ▲1.8%200,1532.2%ManufacturingVFLOVictoryShares Free Cash Flow ETF$4,610,843$2,190,326 ▲90.5%134,5052.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,021,867$136,285 ▲7.2%21,2000.9%ETFPWZInvesco California AMT-Free Municipal Bond ETF$1,417,869$40,545 ▲2.9%59,4490.7%ETFCMFiShares California Muni Bond ETF$1,388,336$26,339 ▲1.9%24,6680.6%ETFVTIVanguard Total Stock Market ETF$1,343,471$126,706 ▲10.4%4,8880.6%ETFVZVerizon Communications$1,304,876$13,563 ▲1.1%28,7670.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,167,948$22,901 ▲2.0%2,1930.5%FinanceAORiShares Core 60/40 Balanced Allocation ETF$1,115,902$6,045 ▲0.5%19,3830.5%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,068,8740.0%42,3820.5%ETFINMUiShares Intermediate Muni Income Active ETF$1,065,4450.0%45,0410.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$907,564$25,609 ▼-2.7%17,3300.4%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$851,132$5,589 ▲0.7%17,0570.4%ManufacturingEFAiShares MSCI EAFE ETF$751,843$192,722 ▲34.5%9,1990.3%FinancePVIInvesco VRDO Tax-Free ETF$713,2970.0%28,7330.3%ETFQQQInvesco QQQ$681,083$146,817 ▲27.5%1,4520.3%FinanceXMPTVanEck CEF Municipal Income ETF$675,824$17,131 ▲2.6%31,2450.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$548,458$4,284 ▼-0.8%7,1690.3%ETFPWVInvesco Large Cap Value ETF$531,982$3,630 ▲0.7%8,9390.2%ETFVXUSVanguard Total International Stock ETF$520,828$56,200 ▲12.1%8,3870.2%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$429,843$4,072 ▲1.0%9,7120.2%ETFPIDInvesco International Dividend Achievers ETF$418,679$3,623 ▲0.9%21,9550.2%ManufacturingJEPIJPMorgan Equity Premium Income ETF$409,078$7,257 ▲1.8%7,1590.2%ETFBKLNInvesco Senior Loan ETF$405,862$2,815 ▲0.7%19,6070.2%ETFSCHESchwab Emerging Markets Equity ETF$375,912$96,742 ▲34.7%13,6350.2%ETFAOMiShares Core 40/60 Moderate Allocation ETF$368,995$3,159 ▲0.9%8,4090.2%ETFBUFRFT Vest Laddered Buffer ETF$366,404$10,919,914 ▼-96.8%12,3410.2%ETFARKKARK Innovation ETF$334,089$72,365 ▲27.6%7,0220.2%ETFNOCNorthrop Grumman$322,054$35,841 ▼-10.0%6290.1%AerospaceSRESempra$235,453$1,784 ▲0.8%3,3000.1%UtilitiesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$36,662,016 ▼-100.0%00.0%FinanceMOATVanEck Morningstar Wide Moat ETF$0$2,518,260 ▼-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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