SimpliFi, Inc.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
47
Quarter
2025 Q4
Top Holding
BND (21.3%)
Top 10 Concentration
86.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 47
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BND
VANGUARD BD IND...
ETF 21.30% #1
Prev: #—
10.0 679,847 no change
NEW
679,847 $50,356,277 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 13.90% 4.60% #2 7
Prev: #9
7.9 114,836 202.5%
P
S
171,537 $32,859,709 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 9.75% 5.46% #3 4
Prev: #7
6.1 45,726 77.3%
P
S
104,848 $23,043,464 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEF
ISHARES TR
ETF 9.43% 9.10% #4
Prev: #4
5.8 11,295 5.1%
P
S
231,873 $22,296,929 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QEFA
SPDR INDEX SHS ...
ETF 9.34% 9.36% #5 2
Prev: #3
3.7 -5,289 -2.1%
P
S
243,597 $22,086,940 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 6.04% 11.12% #6 4
Prev: #2
2.6 -18,048 -46.3%
P
S
20,955 $14,289,787 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRE
WISDOMTREE TR
ETF 4.48% 2.46% #7 6
Prev: #13
4.0 138,059 68.9%
P
S
338,309 $10,591,974 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD SCOTTS...
Bond/Debt 4.41% #8
Prev: #—
3.8 173,791 no change
NEW
173,791 $10,415,279 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BOND
PIMCO ETF TR
ETF 4.15% 8.52% #9 4
Prev: #5
1.8 -108,047 -50.6%
P
S
105,312 $9,802,418 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTIP
VANGUARD MALVER...
ETF 3.89% 0.71% #10 5
Prev: #15
3.9 153,298 468.2%
P
S
186,039 $9,201,478 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
ETF 3.28% 7.46% #11 5
Prev: #6
1.5 -40,594 -56.3%
P
S
31,476 $7,748,242 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES TR
ETF 1.49% #12
Prev: #—
2.6 17,764 no change
NEW
17,764 $3,528,348 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PWZ
INVESCO EXCH TR...
Unknown 0.85% 0.71% #13 3
Prev: #16
2.4 13,916 20.2%
P
S
82,932 $2,003,626 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMF
ISHARES TR
ETF 0.77% 0.64% #14 3
Prev: #17
2.4 5,658 21.7%
P
S
31,693 $1,821,063 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.71% 0.73% #15 1
Prev: #14
0.3 -223 -4.3%
P
S
4,977 $1,668,615 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AOR
ISHARES TR
ETF 0.52% 0.52% #16 3
Prev: #19
0.2 -32 -0.2%
P
S
18,847 $1,225,270 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VZ
VERIZON COMMUNI...
Communication Services 0.51% 0.55% #17 1
Prev: #18
2.2 168 0.6%
P
S
29,501 $1,201,594 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LQDI
ISHARES U S ETF...
ETF 0.47% 17.00% #18 17
Prev: #1
0.5 -1,434,412 -97.2%
P
S
41,986 $1,111,795 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INMU
BLACKROCK ETF T...
Bond/Debt 0.45% 0.47% #19 1
Prev: #20
0.2 -1,177 -2.6%
P
S
44,259 $1,063,996 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XMPT
VANECK ETF TRUS...
ETF 0.35% 0.30% #20 3
Prev: #23
2.2 5,171 16.0%
P
S
37,475 $819,955 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HYMB
SPDR SERIES TRU...
ETF 0.32% 0.37% #21
Prev: #21
0.2 -4,953 -14.2%
P
S
29,892 $745,516 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PWV
INVESCO EXCHANG...
Unknown 0.27% 0.24% #22 4
Prev: #26
2.1 746 8.5%
P
S
9,506 $632,339 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AOA
ISHARES TR
ETF 0.26% 0.25% #23 2
Prev: #25
2.1 300 4.6%
P
S
6,812 $610,127 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
VANGUARD STAR F...
Bond/Debt 0.23% 0.28% #24
Prev: #24
0.2 -1,862 -20.6%
P
S
7,169 $540,830 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DSTL
ETF SER SOLUTIO...
ETF 0.22% 0.22% #25 2
Prev: #27
0.1 -182 -2.0%
P
S
8,876 $522,790 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
THRO
BLACKROCK ETF T...
ETF 0.00% 3.31%
Sold All 😨
(Was: #11)
0.3 -204,195 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
ISHARES TR
ETF 0.00% 0.31%
Sold All 😨
(Was: #22)
0.3 -7,635 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKK
ARK ETF TR
ETF 0.00% 0.19%
Sold All 😨
(Was: #31)
0.3 -5,020 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHE
SCHWAB STRATEGI...
ETF 0.00% 0.16%
Sold All 😨
(Was: #36)
0.3 -11,208 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 47 holdings

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