Instuitional Investor - Simplifi, Inc.
Fund Profile
Filing Period:
| Fund Name: | Simplifi, Inc. |
| Portfolio Value | $236,391,092 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 679,847 | $50,356,277 | 21.3% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 171,537 | $32,859,709 | 13.9% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 104,848 | $23,043,464 | 9.75% | |
| 4. | IEF | 231,873 | $22,296,929 | 9.43% | |
| 5. | Spdr Index Shs Fds - MSCI EAFE STRTGC | 243,597 | $22,086,940 | 9.34% |
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