SimpliFi

SimpliFi as of March 31, 2020

Portfolio Holdings for SimpliFi

SimpliFi holds 20 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr brclys us aggr (AGGY) 17.5 $28M 542k 51.65
iShares IBoxx $ Invest Grade Corp Bd (LQD) 15.4 $25M 200k 123.51
Ishares Tr eafe min volat (EFAV) 11.0 $18M 283k 62.05
Spdr Ser Tr msci usa qual (QUS) 9.5 $15M 198k 76.38
iShares Lehman Short Treasury Bond (SHV) 8.9 $14M 128k 111.02
Vanguard Dividend Appreciation ETF (VIG) 8.8 $14M 136k 103.39
Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) 5.6 $9.0M 596k 15.15
iShares Russell 2000 Index (IWM) 5.6 $9.0M 79k 114.46
Spdr S&p 500 Etf (SPY) 4.5 $7.3M 28k 257.76
Kraneshares Tr quadrtc int rt (IVOL) 3.9 $6.3M 243k 25.82
Doubleline Total Etf etf (TOTL) 2.8 $4.4M 92k 47.96
Ssga Active Etf Tr blkstn gsosrln (SRLN) 2.1 $3.4M 84k 40.00
Spdr Ser Tr cmn (FLRN) 1.9 $3.0M 103k 29.40
Verizon Communications (VZ) 1.1 $1.7M 31k 53.73
iShares MSCI EAFE Index Fund (EFA) 0.5 $751k 14k 53.46
Berkshire Hathaway (BRK.B) 0.2 $369k 2.0k 182.76
Schwab Strategic Tr sht tm us tres (SCHO) 0.2 $350k 6.8k 51.76
Northrop Grumman Corporation (NOC) 0.2 $289k 956.00 302.30
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $252k 12k 20.66
Ishares Tr esg usd corpt (SUSC) 0.1 $225k 8.8k 25.69