Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 10.5% |
ISHARES TR | 24 | Q3 2023 | 12.5% |
SPDR S&P 500 ETF TR | 24 | Q3 2023 | 9.2% |
ISHARES TR | 24 | Q3 2023 | 9.1% |
VERIZON COMMUNICATIONS INC | 24 | Q3 2023 | 1.1% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 0.3% |
BERKSHIRE HATHAWAY INC DEL | 21 | Q1 2023 | 0.3% |
NORTHROP GRUMMAN CORP | 19 | Q3 2023 | 0.2% |
ISHARES TR | 18 | Q3 2023 | 15.4% |
KRANESHARES TR | 17 | Q2 2023 | 8.3% |
View SimpliFi, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-20 |
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.