SimpliFi as of Dec. 31, 2018
Portfolio Holdings for SimpliFi
SimpliFi holds 16 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doubleline Total Etf etf (TOTL) | 23.9 | $33M | 698k | 47.37 | |
| Ishares U S Etf Tr int rt hdg c b (LQDH) | 15.2 | $21M | 231k | 90.67 | |
| iShares Lehman Short Treasury Bond (SHV) | 13.8 | $19M | 173k | 110.30 | |
| Ishares Tr eafe min volat (EFAV) | 13.3 | $18M | 277k | 66.66 | |
| Vanguard Dividend Appreciation ETF (VIG) | 10.4 | $14M | 147k | 97.95 | |
| iShares Russell 2000 Index (IWM) | 7.0 | $9.7M | 72k | 133.90 | |
| Ssga Active Etf Tr mult ass rlrtn (RLY) | 5.6 | $7.7M | 340k | 22.75 | |
| Spdr S&p 500 Etf (SPY) | 4.0 | $5.6M | 22k | 249.90 | |
| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 2.6 | $3.6M | 80k | 44.70 | |
| Spdr Ser Tr cmn (FLRN) | 1.8 | $2.5M | 81k | 30.37 | |
| Verizon Communications (VZ) | 1.1 | $1.5M | 26k | 56.24 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.6 | $778k | 13k | 58.77 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $412k | 2.0k | 204.06 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.2 | $258k | 11k | 23.53 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.2 | $215k | 8.8k | 24.42 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.1 | $214k | 4.3k | 49.96 |
