Simpli Fi, Inc. Portfolio Holdings by Sector

Simpli Fi, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY QEFA AGGY BOND IWM SPSB DSTL VIG 33 stocks	$168,375 97.47% of portfolio	24	7	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,343 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$1,304 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1,167 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$322 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$235 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts

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