SimpliFi
Latest statistics and disclosures from SimpliFi's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGGY, LQD, QEFA, DSTL, BKLN, and represent 60.53% of SimpliFi's stock portfolio.
- Added to shares of these 3 stocks: IEF, VTIP, SPY.
- SimpliFi was a net buyer of stock by $82k.
- SimpliFi has $203M in assets under management (AUM), dropping by 0.04%.
- Central Index Key (CIK): 0001716983
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SimpliFi holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by SimpliFi
SEC 13F filings are viewable for SimpliFi going back to 2017
- SimpliFi 2023 Q4 filed Jan. 24, 2024
- SimpliFi 2023 Q3 filed Oct. 11, 2023
- SimpliFi 2023 Q2 filed July 18, 2023
- SimpliFi 2023 Q1 filed April 20, 2023
- SimpliFi 2022 Q4 filed Jan. 24, 2023
- SimpliFi 2022 Q3 filed Oct. 18, 2022
- SimpliFi 2022 Q2 filed July 20, 2022
- SimpliFi 2022 Q1 filed April 14, 2022
- SimpliFi 2021 Q4 filed Jan. 20, 2022
- SimpliFi 2021 Q3 filed Oct. 14, 2021
- SimpliFi 2021 Q2 filed July 21, 2021
- SimpliFi 2021 Q1 filed April 14, 2021
- SimpliFi 2020 Q4 filed Jan. 28, 2021
- SimpliFi 2020 Q3 filed Oct. 23, 2020
- SimpliFi 2020 Q2 filed July 13, 2020
- SimpliFi 2020 Q1 filed April 9, 2020