Simpli Fi, Inc. Portfolio Holdings
Simpli Fi, Inc.
- $220 Million
- Q3 2024
Simpli Fi, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $220 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $38.1M, Wisdomtree Yield Enhanced U.S. with a value of $38M, Spdr Index Shs Fds Msci Eafe S with a value of $19.4M, Ishares Russell 2000 ETF with a value of $16.2M, and Spdr S&P 500 ETF Trust with a value of $15.7M.
Examining the 13F form we can see an increase of $3.93M in the current position value, from $216M to 220M.
Below you can find more details about Simpli Fi, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$220 Million
ETFs: $216 Million
Communication Services: $1.27 Million
Financial Services: $989,000
Industrials: $369,000
Utilities: $271,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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