$138 Million is the total value of SimpliFi, Inc.'s 16 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $412,000 | -4.6% | 2,019 | 0.0% | 0.30% | -0.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-22
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.