Simpli Fi, Inc. Purchases in Q1 2025

Simpli Fi, Inc.

  • $174 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
205K
New
$89.27 - $92.9 $18.3M - $19M
205K $19M
SPY
Spdr S&P 500 ETF Trust

ETFs
15.3K
+ 56.22%
$551.42 - $612.93 $8.44M - $9.39M
42.6K $23.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.36K
+ 34.47%
$74.85 - $84.89 $176K - $200K
9.2K $751K
IEF
Ishares Barclays

ETFs
1.43K
+ 7.23%
$91.17 - $95.39 $130K - $136K
21.2K $2.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 2.0%
$442.66 - $534.52 $19K - $23K
2.19K $1.17M
VZ
Verizon Communications Inc

Communication Services
299
+ 1.05%
$37.81 - $46.49 $11.3K - $13.9K
28.8K $1.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.77K
+ 0.45%
$29.82 - $30.1 $52.9K - $53.4K
400K $12M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.51K
+ 34.65%
$25.81 - $28.52 $90.6K - $100K
13.6K $375K
QQQ
Invesco Qqq Trust, Series 1

ETFs
313
+ 27.48%
$468.34 - $539.52 $147K - $169K
1.45K $680K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
13.2K
+ 2.26%
$12.61 - $13.36 $167K - $177K
598K $7.6M
VTI
Vanguard Total Stock Market Et

ETFs
461
+ 10.41%
$271.18 - $303.12 $125K - $140K
4.89K $1.34M
VIG
Vanguard Dividend Appreciation

ETFs
322
+ 0.54%
N/A
59.9K $10.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
112
+ 0.66%
$48.43 - $49.9 $5.42K - $5.59K
17.1K $851K
PWV
Invesco Exchange Traded Fd Tr

ETFs
61
+ 0.69%
$56.58 - $60.89 $3.45K - $3.71K
8.94K $531K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.52K
+ 27.65%
$47.25 - $67.02 $71.9K - $102K
7.02K $334K
XMPT
Vaneck Cef Muni Income ETF

ETFs
792
+ 2.6%
$21.43 - $22.4 $17K - $17.7K
31.2K $675K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
92
+ 0.96%
$42.18 - $45.16 $3.88K - $4.15K
9.71K $429K
AOR
Ishares Tr Core Growth Allocat

ETFs
105
+ 0.54%
$56.63 - $59.39 $5.95K - $6.24K
19.4K $1.12M
AOM
Ishares Tr Core Moderate Alloc

ETFs
72
+ 0.86%
$42.93 - $44.71 $3.09K - $3.22K
8.41K $368K
JEPI
J P Morgan Exchange Traded Fd

ETFs
127
+ 1.81%
$56.17 - $59.71 $7.13K - $7.58K
7.16K $409K
PID
Invesco Exchange Traded Fd Tr

ETFs
190
+ 0.87%
N/A
22K $391K
CMF
Ishares California Muni Bond E

ETFs
468
+ 1.93%
$55.93 - $57.47 $26.2K - $26.9K
24.7K $1.39M
Ishares U S ETF Tr
1.44M
New
N/A
1.44M $0
Victory Portfolios Ii
63.9K
+ 90.49%
N/A
135K $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
136
+ 0.7%
$20.7 - $21.15 $2.82K - $2.88K
19.6K $405K
PWZ
Invesco California Amt Free Mu

ETFs
1.7K
+ 2.94%
$23.68 - $24.72 $40.3K - $42K
59.4K $1.42M
SRE
Sempra Energy

Utilities
25
+ 0.76%
$67.85 - $87.67 $1.7K - $2.19K
3.3K $235K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
3.63K
+ 1.84%
$23.88 - $25.48 $86.6K - $92.4K
200K $4.87M
IWM
Ishares Russell 2000 ETF

ETFs
169
+ 0.23%
$198.1 - $229.79 $33.5K - $38.8K
73K $14.6M
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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