Simpli Fi, Inc. Incresed Positions in Q2 2025

Simpli Fi, Inc.

  • $180 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
375
+ 0.88%
$496.48 - $617.85 $186K - $232K
42.9K $26.5M
IWM
Ishares Russell 2000 ETF

ETFs
603
+ 0.83%
$174.82 - $215.79 $105K - $130K
73.6K $15.9M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
369
+ 0.18%
$22.28 - $27.57 $8.22K - $10.2K
201K $5.53M
RSP
Invesco S&P 500 Equal Weight E

ETFs
162
+ 0.28%
$152.93 - $181.74 $24.8K - $29.4K
57.6K $10.5M
DSTL
ETF Ser Solution Distillate Us

ETFs
1.67K
+ 0.82%
$48.53 - $55.35 $80.8K - $92.2K
204K $11.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.89K
+ 1.9%
$89.87 - $92.93 $350K - $361K
209K $19.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.17K
+ 1.54%
$29.82 - $30.19 $184K - $186K
406K $12.3M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.31K
+ 0.53%
$42.51 - $43.7 $98.3K - $101K
440K $19.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
85
+ 5.85%
$416.06 - $551.64 $35.4K - $46.9K
1.54K $847K
EFA
Ishares Tr Msci Eafe ETF

ETFs
588
+ 6.39%
$72.96 - $90.39 $42.9K - $53.1K
9.79K $874K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
798
+ 5.85%
$24.38 - $30.18 $19.5K - $24.1K
14.4K $435K
CMF
Ishares California Muni Bond E

ETFs
1.17K
+ 4.73%
$54.52 - $56.7 $63.7K - $66.2K
25.8K $1.44M
PWZ
Invesco California Amt Free Mu

ETFs
2.98K
+ 5.02%
$22.71 - $24.18 $67.7K - $72.1K
62.4K $1.46M
PWV
Invesco Exchange Traded Fd Tr

ETFs
64
+ 0.72%
$52.26 - $62.14 $3.34K - $3.98K
9K $559K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
921
+ 4.7%
$20.12 - $21.0 $18.5K - $19.3K
20.5K $429K
AOM
Ishares Tr Core Moderate Alloc

ETFs
34
+ 0.4%
$41.55 - $46.04 $1.41K - $1.57K
8.44K $388K
SRE
Sempra Energy

Utilities
30
+ 0.91%
$63.78 - $78.91 $1.91K - $2.37K
3.33K $252K
XMPT
Vaneck Cef Muni Income ETF

ETFs
1.55K
+ 4.96%
$20.18 - $21.62 $31.3K - $33.5K
32.8K $688K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
59
+ 0.34%
$51.68 - $52.76 $3.05K - $3.11K
17.4K $917K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
33
+ 0.19%
$49.57 - $50.27 $1.64K - $1.66K
17.1K $859K
JEPI
J P Morgan Exchange Traded Fd

ETFs
186
+ 2.6%
$51.14 - $57.0 $9.51K - $10.6K
7.35K $417K
PID
Invesco Exchange Traded Fd Tr

ETFs
283
+ 1.29%
N/A
22.2K $396K
VIG
Vanguard Dividend Appreciation

ETFs
24
+ 0.04%
N/A
59.9K $10.9M
Ishares U S ETF Tr
10.5K
+ 0.73%
N/A
1.45M $0
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
115
+ 1.18%
$38.81 - $44.28 $4.46K - $5.09K
9.83K $417K
VZ
Verizon Communications Inc

Communication Services
279
+ 0.97%
$41.67 - $45.62 $11.6K - $12.7K
29K $1.26M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
18.8K
+ 3.15%
$11.12 - $12.78 $210K - $241K
617K $7.47M
Activity Summary
Buys All Purchases 29 New Holdings 1 Increased Positions 28 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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