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.
