Simpli Fi, Inc. Portfolio Holdings

Simpli Fi, Inc.

  • $216 Million
  • Q4 2024

Simpli Fi, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $216 Million distributed in 41 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 $36.9M, Ishares Iboxx $ Investment Gra with a value of $36.7M, Spdr Index Shs Fds Msci Eafe S with a value of $19.7M, Ishares Russell 2000 ETF with a value of $16.1M, and Spdr S&P 500 ETF Trust with a value of $16M.

Examining the 13F form we can see an decrease of $4.59M in the current position value, from $220M to 216M.

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

Portfolio value $216 Million
ETFs: $212 Million
Communication Services: $1.14 Million
Financial Services: $974,000
Industrials: $328,000
Utilities: $287,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$611B
$974,000 0.45% of portfolio
2,150
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $216 Million
  • Prior Value $220 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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