SimpliFi

SimpliFi as of March 31, 2019

Portfolio Holdings for SimpliFi

SimpliFi holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Doubleline Total Etf etf (TOTL) 20.7 $33M 679k 48.35
Ishares U S Etf Tr int rt hdg c b (LQDH) 14.6 $23M 247k 93.45
iShares Lehman Short Treasury Bond (SHV) 13.8 $22M 198k 110.57
Ishares Tr eafe min volat (EFAV) 12.5 $20M 275k 72.00
Vanguard Dividend Appreciation ETF (VIG) 10.3 $16M 149k 109.64
Spdr Ser Tr msci usa qual (QUS) 8.2 $13M 157k 83.15
iShares Russell 2000 Index (IWM) 7.2 $12M 75k 153.09
Spdr Ser Tr cmn (FLRN) 4.4 $7.0M 229k 30.70
Spdr S&p 500 Etf (SPY) 2.5 $4.0M 14k 282.47
Ssga Active Etf Tr blkstn gsosrln (SRLN) 2.4 $3.8M 82k 46.05
Verizon Communications (VZ) 1.0 $1.6M 26k 59.13
Ssga Active Etf Tr mult ass rlrtn (RLY) 0.8 $1.3M 53k 25.14
iShares MSCI EAFE Index Fund (EFA) 0.6 $973k 15k 64.89
Berkshire Hathaway (BRK.B) 0.3 $406k 2.0k 201.09
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $267k 10k 25.97
Northrop Grumman Corporation (NOC) 0.2 $258k 956.00 269.87
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $216k 4.3k 50.24
Ishares Tr esg 1 5 yr usd (SUSB) 0.1 $215k 8.6k 24.99