Investor
SimpliFi, Inc.
CIK 0001716983 · filed 2026-01-23 · SEC filing
13F book
$236.4M
Positions
43
Largest name
21.3%
Vanguard Bd Index Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 679.8K | $50.4M | 21.3% | — | Held |
| Invesco Exchange Traded Fd T | — | 171.5K | $32.9M | 13.9% | — | Held |
| Vanguard Specialized Funds | — | 104.8K | $23M | 9.7% | — | Held |
| Ishares Tr | — | 231.9K | $22.3M | 9.4% | — | Held |
| Spdr Index Shs Fds | — | 243.6K | $22.1M | 9.3% | — | Held |
| Spdr S&P 500 Etf Tr | — | 21K | $14.3M | 6.0% | — | Held |
| Wisdomtree Tr | — | 338.3K | $10.6M | 4.5% | — | Held |
| Vanguard Scottsdale Fds | — | 173.8K | $10.4M | 4.4% | — | Held |
| Pimco Etf Tr | — | 105.3K | $9.8M | 4.1% | — | Held |
| Vanguard Malvern Fds | — | 186K | $9.2M | 3.9% | — | Held |
| Ishares Tr | — | 31.5K | $7.75M | 3.3% | — | Held |
| Ishares Tr | — | 17.8K | $3.53M | 1.5% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 82.9K | $2M | 0.8% | — | Held |
| Ishares Tr | — | 31.7K | $1.82M | 0.8% | — | Held |
| Vanguard Index Fds | — | 4.98K | $1.67M | 0.7% | — | Held |
| Ishares Tr | — | 18.8K | $1.23M | 0.5% | — | Held |
| Verizon Communications Inc | VZ | 29.5K | $1.2M | 0.5% | — | Held |
| Ishares U S Etf Tr | — | 42K | $1.11M | 0.5% | — | Held |
| Blackrock Etf Trust Ii | — | 44.3K | $1.06M | 0.4% | — | Held |
| Vaneck Etf Trust | — | 37.5K | $820K | 0.3% | — | Held |
| Spdr Series Trust | — | 29.9K | $745.5K | 0.3% | — | Held |
| Invesco Exchange Traded Fd T | — | 9.51K | $632.3K | 0.3% | — | Held |
| Ishares Tr | — | 6.81K | $610.1K | 0.3% | — | Held |
| Vanguard Star Fds | — | 7.17K | $540.8K | 0.2% | — | Held |
| Etf Ser Solutions | — | 8.88K | $522.8K | 0.2% | — | Held |
| Invesco Exchange Traded Fd T | — | 22.5K | $495.9K | 0.2% | — | Held |
| J P Morgan Exchange Traded F | — | 7.63K | $437.1K | 0.2% | — | Held |
| Spdr Series Trust | — | 10.1K | $435.2K | 0.2% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 12.3K | $422.8K | 0.2% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 1.66K | $420.1K | 0.2% | — | Held |
| Ishares Tr | — | 4.79K | $417K | 0.2% | — | Held |
| Ishares Tr | — | 8.3K | $396.1K | 0.2% | — | Held |
| Ishares Tr | — | 3.53K | $389.3K | 0.2% | — | Held |
| Spdr Series Trust | — | 11.7K | $354.4K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 8.52K | $337.1K | 0.1% | — | Held |
| Northrop Grumman Corp | — | 559 | $318.9K | 0.1% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 12.2K | $303.6K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.57K | $299.2K | 0.1% | — | Held |
| Sempra | — | 3.27K | $288.3K | 0.1% | — | Held |
| Spdr Series Trust | — | 2.87K | $262.7K | 0.1% | — | Held |
| Ishares Tr | — | 2.67K | $221K | 0.1% | — | Held |
| Ishares Tr | — | 4.12K | $217.9K | 0.1% | — | Held |
| Graniteshares Etf Tr | — | 15.9K | $186K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.