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Ishares Msci Usa Quality Facto invalid shares owned by SimpliFi

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by SimpliFi from 13F filings

Historical chart of SimpliFi investment in Ishares Msci Usa Quality Facto invalid

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Quality Facto invalid held by SimpliFi consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by SimpliFi

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 18k 198.62

More positions owned by SimpliFi

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for SimpliFi

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
FMR
Pnc Financial Services
Jpmorgan Chase & Co
Ameriprise Financial
BlackRock
Wells Fargo & Company
UBS Group
HPM Partners
M^T Bank Corporation
Orgel Wealth Management
Facet Wealth
Ronald Blue Trust
Keybank National Association

View all funds holding Ishares Msci Usa Quality Facto invalid