SimpliFi

SimpliFi as of Sept. 30, 2018

Portfolio Holdings for SimpliFi

SimpliFi holds 17 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Doubleline Total Etf etf (TOTL) 22.6 $32M 686k 47.25
Ishares U S Etf Tr int rt hdg c b (LQDH) 14.5 $21M 215k 97.16
Ishares Tr eafe min volat (EFAV) 12.5 $18M 247k 72.81
iShares Lehman Short Treasury Bond (SHV) 12.3 $18M 160k 110.44
Vanguard Dividend Appreciation ETF (VIG) 10.5 $15M 136k 110.70
iShares Russell 2000 Index (IWM) 8.6 $12M 73k 168.55
Ssga Active Etf Tr mult ass rlrtn (RLY) 6.1 $8.8M 332k 26.46
Spdr S&p 500 Etf (SPY) 4.2 $6.1M 21k 290.72
Ssga Active Etf Tr blkstn gsosrln (SRLN) 2.6 $3.7M 78k 47.36
Spdr Ser Tr cmn (FLRN) 1.9 $2.7M 86k 30.79
iShares MSCI EAFE Index Fund (EFA) 1.8 $2.5M 37k 67.99
Verizon Communications (VZ) 1.0 $1.4M 26k 53.39
Proshares Invt Grade Etf etf/closed end (IGHG) 0.8 $1.1M 15k 75.77
Berkshire Hathaway (BRK.B) 0.3 $432k 2.0k 213.97
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $254k 9.9k 25.68
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $211k 4.3k 49.60
Ishares Tr esg 1 5 yr usd (SUSB) 0.1 $214k 8.7k 24.54