Simpli Fi, Inc. has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $219 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Yield Enhanced U.S. with a value of $38.3M, Ishares Iboxx $ Investment Gra with a value of $37.9M, Spdr Index Shs Fds Msci Eafe S with a value of $20M, Spdr S&P 500 ETF Trust with a value of $15.9M, and Ishares Russell 2000 ETF with a value of $15.7M.

Examining the 13F form we can see an increase of $2.27M in the current position value, from $216M to 219M.

Below you can find more details about Simpli Fi, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $219 Million
ETFs: $216 Million
Communication Services: $1.15 Million
Financial Services: $904,000
Industrials: $348,000
Utilities: $229,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 38
  • Current Value $219 Million
  • Prior Value $216 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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