Simplifi, Inc. Top Holdings and 13F Report (2026) About Simplifi, Inc.Investment ActivitySimplifi, Inc. has $245.18 million in total holdings as of September 30, 2026.Simplifi, Inc. owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.68% of the portfolio was purchased this quarter.About 1.21% of the portfolio was sold this quarter.This quarter, Simplifi, Inc. has purchased 45 new stocks and bought additional shares in 31 stocks.Simplifi, Inc. sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $49,931,839Invesco S&P 500 Equal Weight ETF $34,027,837Vanguard Dividend Appreciation ETF $24,790,421SPDR MSCI EAFE StrategicFactors ETF $23,938,401iShares 7-10 Year Treasury Bond ETF $20,908,105 Largest Purchases this Quarter Vanguard Total Bond Market ETF 9,672 shares (about $678.49K)iShares 7-10 Year Treasury Bond ETF 2,593 shares (about $231.58K)Vanguard Total World Stock ETF 1,311 shares (about $206.94K)Vanguard Intermediate-Term Treasury ETF 2,954 shares (about $167.37K)Vanguard Short-Term Inflation-Protected Securities ETF 2,710 shares (about $133.39K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 5,776 shares (about $1.20M)WisdomTree Emerging Markets Quality Dividend Growth Fund 18,234 shares (about $738.76K)iShares Russell 2000 ETF 1,404 shares (about $390.16K)SPDR MSCI EAFE StrategicFactors ETF 2,452 shares (about $239.14K)Vanguard Dividend Appreciation ETF 600 shares (about $139.99K) 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 PortfolioSectorBNDVanguard Total Bond Market ETF$49,931,839$678,491 ▲1.4%711,78720.4%ETFRSPInvesco S&P 500 Equal Weight ETF$34,027,837$1,201,521 ▼-3.4%163,58013.9%ETFVIGVanguard Dividend Appreciation ETF$24,790,421$139,986 ▼-0.6%106,25510.1%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$23,938,401$239,143 ▼-1.0%245,4479.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$20,908,105$231,581 ▲1.1%234,1078.5%ETFSPYSPDR S&P 500 ETF Trust$16,136,219$42,707 ▼-0.3%21,1596.6%ETFDGREWisdomTree Emerging Markets Quality Dividend Growth Fund$12,597,067$738,764 ▼-5.5%310,9185.1%ETFVGITVanguard Intermediate-Term Treasury ETF$10,322,706$167,373 ▲1.6%182,1874.2%ETFBONDPimco Total Return ETF$9,492,141$107,432 ▲1.1%109,1183.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,434,109$133,386 ▲1.4%191,6723.8%ETFIWMiShares Russell 2000 ETF$8,083,379$390,163 ▼-4.6%29,0883.3%ETFQUALiShares MSCI USA Quality Factor ETF$3,976,046$36,447 ▼-0.9%17,8911.6%ETFPWZInvesco California AMT-Free Municipal Bond ETF$1,931,130$18,607 ▲1.0%86,5590.8%ETFVTIVanguard Total Stock Market ETF$1,771,690$53,143 ▼-2.9%4,7340.7%ETFCMFiShares California Muni Bond ETF$1,740,142$12,935 ▲0.7%32,1530.7%ETFAORiShares Core 60/40 Balanced Allocation ETF$1,427,031$9,319 ▲0.7%20,8260.6%ETFVZVerizon Communications$1,401,567$13,211 ▲1.0%30,5550.6%Communication ServicesINMUiShares Intermediate Muni Income Active ETF$1,035,604$8,858 ▲0.9%45,2430.4%ETFLQDIiShares Inflation Hedged Corporate Bond ETF$913,582$10,236 ▲1.1%36,7720.4%ETFXMPTVanEck CEF Muni Income ETF$799,340$11,570 ▲1.5%41,5890.3%ETFPWVInvesco Large Cap Value ETF$755,074$3,281 ▲0.4%9,8960.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$736,894$10,699 ▲1.5%7,5760.3%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$723,399$8,308 ▲1.2%30,8220.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$605,461$1,536 ▲0.3%9,4630.2%ETFVXUSVanguard Total International Stock ETF$548,726$10,195 ▼-1.8%6,4590.2%ETFVTVanguard Total World Stock ETF$540,005$206,941 ▲62.1%3,4210.2%ETFQQQMInvesco NASDAQ 100 ETF$504,479$609 ▲0.1%1,6560.2%ETFWALMART INC$495,491$935 ▲0.2%4,7680.2%COMSPYDSPDR Portfolio S&P 500 High Dividend ETF$471,569$5,172 ▲1.1%10,3940.2%ETFBUFRFT Vest Laddered Buffer ETF$462,4170.0%12,3410.2%ETFJEPIJPMorgan Equity Premium Income ETF$456,351$8,883 ▲2.0%8,1170.2%ETFAOMiShares Core 40/60 Moderate Allocation ETF$448,565$6,531 ▼-1.4%9,2030.2%ETFPIDInvesco International Dividend Achievers ETF$414,881$78,081 ▼-15.8%19,4100.2%ETFTLTiShares 20+ Year Treasury Bond ETF$386,566$4,356 ▲1.1%4,9700.2%ETFDFACDimensional U.S. Core Equity 2 ETF$378,5360.0%8,5160.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$372,303$4,495 ▲1.2%3,6440.2%ETFPVIInvesco Floating Rate Municipal Income ETF$308,831$1,647 ▲0.5%12,3780.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$302,306$3,196 ▲1.1%10,2160.1%ETFVTVVanguard Value ETF$300,893$1,512 ▲0.5%1,3930.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$269,628$2,383 ▲0.9%2,9420.1%ETFSRESempra Energy$259,939$1,793 ▲0.7%3,3340.1%UtilitiesSHYiShares 1-3 Year Treasury Bond ETF$221,817$2,030 ▲0.9%2,7320.1%ETFNOCNorthrop Grumman$221,513$967 ▲0.4%4580.1%IndustrialsIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$218,502$3,381 ▲1.6%4,2650.1%ETFHIPSGraniteShares HIPS US High Income ETF$112,771$36,348 ▼-24.4%10,5300.0%ETFShowing largest 100 holdings. 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