| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 10.5% |
| ISHARES TR | 27 | Q2 2024 | 12.5% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 9.2% |
| ISHARES TR | 27 | Q2 2024 | 9.1% |
| VERIZON COMMUNICATIONS INC | 27 | Q2 2024 | 1.1% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 0.4% |
| NORTHROP GRUMMAN CORP | 22 | Q2 2024 | 0.2% |
| ISHARES TR | 21 | Q2 2024 | 17.4% |
| SPDR SER TR | 18 | Q2 2024 | 7.7% |
View SimpliFi, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-20 |
View SimpliFi, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.