SimpliFi, Inc. holdings history

Add to watchlist

68 is the total number of securities SimpliFi, Inc. has owned. The longest SimpliFi, Inc. has owned a single stock is 24 quarters.

SimpliFi, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VIG VANGUARD SPECIALIZED F...24248.38%9.21%10.51%Q4 2017Q3 202324
IWM ISHARES TR24245.63%7.26%12.54%Q4 2017Q3 202324
SPY SPDR S&P 500 ETF TR24242.23%5.84%9.16%Q4 2017Q3 202324
EFA ISHARES TR24240.44%1.62%9.12%Q4 2017Q3 202324
VZ VERIZON COMMUNICATIONS...24240.49%0.84%1.13%Q4 2017Q3 202324
SCHE SCHWAB STRATEGIC TR24240.11%0.15%0.31%Q4 2017Q3 202324
BRKB BERKSHIRE HATHAWAY INC...1920.19%0.28%0.35%Q4 2017Q1 202321
NOC NORTHROP GRUMMAN CORP19190.13%0.17%0.21%Q1 2019Q3 202319
LQD ISHARES TR18180.30%9.30%15.41%Q2 2019Q3 202318
IVOL KRANESHARES TR17173.20%4.36%8.34%Q2 2019Q2 202317
FLRN SPDR SER TR880.94%3.83%7.66%Q2 2018Q1 202316
IEF ISHARES TR14140.19%0.30%0.55%Q2 2020Q3 202314
VTI VANGUARD INDEX FDS14140.17%0.25%0.41%Q2 2020Q3 202314
SCHO SCHWAB STRATEGIC TR14140.13%0.17%0.22%Q2 2018Q3 202114
SUSC ISHARES TR14140.11%0.12%0.14%Q3 2019Q4 202214
QEFA SPDR INDEX SHS FDS13139.58%10.49%10.90%Q3 2020Q3 202313
DSTL ETF SER SOLUTIONS13134.74%7.50%10.26%Q3 2020Q3 202313
QQQ INVESCO QQQ TR12120.14%0.19%0.26%Q4 2020Q3 202312
ARKK ARK ETF TR1020.10%0.17%0.24%Q2 2020Q3 202312
EFAV ISHARES TR11116.40%10.52%13.33%Q4 2017Q2 202011
TOTL SSGA ACTIVE ETF TR10102.76%20.02%24.10%Q4 2017Q1 202010
AOR ISHARES TR10100.49%0.52%0.56%Q2 2021Q3 202310
AOA ISHARES TR10100.24%0.26%0.27%Q2 2021Q3 202310
AOM ISHARES TR10100.13%0.19%0.22%Q2 2021Q3 202310
AGGY WISDOMTREE TR5417.23%19.39%23.37%Q1 2020Q3 20239
LQDH ISHARES US ETF TR6311.91%14.18%15.28%Q3 2018Q3 20229
SHV ISHARES TR997.87%10.55%13.84%Q3 2018Q3 20209
VTIP VANGUARD MALVERN FDS881.26%4.15%5.03%Q4 2021Q3 20238
PWV INVESCO EXCHANGE TRADE...880.26%3.58%5.02%Q4 2021Q3 20238
SRLN SSGA ACTIVE ETF TR881.68%2.26%2.59%Q2 2018Q1 20208
PWZ INVESCO EXCH TRADED FD...530.12%0.41%0.75%Q3 2021Q3 20238
SRE SEMPRA ENERGY710.10%0.11%0.12%Q4 2019Q3 20238
SGOL ABERDEEN STD GOLD ETF TR772.44%4.65%5.64%Q3 2019Q1 20217
AGZD WISDOMTREE TR6619.73%21.44%23.05%Q2 2021Q3 20226
QUS SPDR SER TR668.24%10.00%11.21%Q1 2019Q2 20206
INFL LISTED FD TR660.98%1.04%1.09%Q4 2021Q1 20236
SECT NORTHERN LTS FD TR IV551.11%1.17%1.23%Q4 2021Q4 20225
FCAL FIRST TR EXCH TRADED F...550.11%0.25%0.30%Q3 2021Q3 20225
IGHG PROSHARES TR440.79%10.04%14.61%Q4 2017Q3 20184
BKLN INVESCO EXCH TRADED FD...310.62%4.79%8.74%Q2 2018Q3 20234
RLY SSGA ACTIVE ETF TR440.84%4.10%6.11%Q2 2018Q1 20194
SUSB ISHARES TR440.13%0.14%0.16%Q3 2018Q2 20194
TIP ISHARES TR334.18%8.70%11.03%Q4 2017Q2 20183
BSV VANGUARD BD INDEX FD INC336.16%6.38%6.67%Q4 2017Q2 20183
BUFR FIRST TR EXCHNG TRADED...334.79%4.88%4.99%Q1 2023Q3 20233
FLOT ISHARES TR331.02%1.43%1.93%Q4 2017Q2 20183
AMPLIFY ETF TR330.93%0.98%1.03%Q1 2023Q3 20233
CMF ISHARES TR330.46%0.64%0.72%Q1 2023Q3 20233
XMPT VANECK ETF TRUST330.20%0.27%0.32%Q1 2023Q3 20233
JEPI J P MORGAN EXCHANGE TR...330.12%0.16%0.18%Q1 2023Q3 20233
SPYD SPDR SER TR330.10%0.16%0.18%Q1 2023Q3 20233
PID INVESCO EXCHANGE TRADE...330.11%0.15%0.18%Q1 2023Q3 20233
JDIV J P MORGAN EXCHANGE-TR...330.13%0.15%0.16%Q4 2021Q2 20223
NULG NUSHARES ETF TR110.09%0.10%0.11%Q2 2020Q2 20213
VNLA JANUS DETROIT STR TR227.70%7.79%7.89%Q4 2020Q1 20212
GOVT ISHARES TR225.72%5.76%5.80%Q2 2020Q3 20202
SPTI SPDR SER TR223.21%3.31%3.41%Q2 2023Q3 20232
ILCG ISHARES TR222.09%2.11%2.13%Q4 2020Q1 20212
BKLN POWERSHARES ETF TRUST II221.66%1.66%1.67%Q4 2017Q1 20182
MOAT VANECK ETF TRUST220.92%0.92%0.93%Q2 2023Q3 20232
SHYD VANECK ETF TRUST220.14%0.32%0.50%Q4 2022Q1 20232
PZA INVESCO EXCH TRADED FD...220.11%0.26%0.40%Q4 2022Q1 20232
HIPS GRANITESHARES ETF TR220.18%0.19%0.20%Q2 2023Q3 20232
BIL SPDR SER TR220.11%0.12%0.14%Q2 2020Q3 20202
QCOM QUALCOMM INC220.10%0.11%0.12%Q4 2021Q1 20222
LQDI ISHARES U S ETF TR115.35%5.35%5.35%Q4 2021Q4 20211
VOO VANGUARD INDEX FDS110.14%0.14%0.14%Q1 2022Q1 20221
VXUS VANGUARD STAR FDS110.11%0.11%0.11%Q1 2022Q1 20221
 Download

The securities at the top of the list , including VANGUARD SPECIALIZED FUNDS, ISHARES TR, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of SimpliFi, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by SimpliFi, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SimpliFi, Inc. owns currently or has owned in the past.