Simpli Fi, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $220 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $38.1M, Wisdomtree Yield Enhanced U.S. with a value of $38M, Spdr Index Shs Fds Msci Eafe S with a value of $19.4M, Ishares Russell 2000 ETF with a value of $16.2M, and Spdr S&P 500 ETF Trust with a value of $15.7M.
Examining the 13F form we can see an increase of $3.93M in the current position value, from $216M to 220M.
Below you can find more details about Simpli Fi, Inc. portfolio as well as his latest detailed transactions.
