SimpliFi, Inc.: 13F holdings
CIK 17169832026Q2
| Positions | 45 |
|---|---|
| Reported value | $253.0m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BND VANGUARD BD INDEX FDS | 702,115 | $51.5m | 20.4% |
| RSP INVESCO EXCHANGE TRADED FD T | 169,356 | $36.0m | 14.2% |
| VIG VANGUARD SPECIALIZED FUNDS | 106,855 | $25.3m | 10.0% |
| SPDR INDEX SHS FDS | 247,899 | $23.8m | 9.4% |
| IEF ISHARES TR | 231,514 | $21.9m | 8.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 21,215 | $15.8m | 6.3% |
| WISDOMTREE TR | 329,152 | $13.4m | 5.3% |
| VGIT VANGUARD SCOTTSDALE FDS | 179,233 | $10.6m | 4.2% |
| BOND PIMCO ETF TR | 107,883 | $9.9m | 3.9% |
| VTIP VANGUARD MALVERN FDS | 188,962 | $9.5m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1716983")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.