SimpliFi as of Dec. 31, 2017
Portfolio Holdings for SimpliFi
SimpliFi holds 14 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doubleline Total Etf etf (TOTL) | 22.8 | $27M | 562k | 48.64 | |
| iShares Russell 2000 Index (IWM) | 12.5 | $15M | 99k | 152.46 | |
| Proshares Invt Grade Etf etf/closed end (IGHG) | 12.3 | $15M | 191k | 77.03 | |
| iShares Barclays TIPS Bond Fund (TIP) | 11.0 | $13M | 116k | 114.08 | |
| Vanguard Dividend Appreciation ETF (VIG) | 9.9 | $12M | 116k | 102.03 | |
| iShares MSCI EAFE Index Fund (EFA) | 9.1 | $11M | 156k | 70.31 | |
| Ishares Tr eafe min volat (EFAV) | 6.9 | $8.3M | 114k | 72.98 | |
| Vanguard Short-Term Bond ETF (BSV) | 6.3 | $7.6M | 96k | 79.10 | |
| Spdr S&p 500 Etf (SPY) | 4.4 | $5.3M | 20k | 266.85 | |
| Powershares Senior Loan Portfo mf | 1.7 | $2.0M | 87k | 23.04 | |
| Ishares Tr fltg rate nt (FLOT) | 1.3 | $1.6M | 32k | 50.82 | |
| Verizon Communications (VZ) | 1.1 | $1.4M | 26k | 52.94 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $400k | 2.0k | 198.12 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.3 | $375k | 13k | 27.96 |
