Simpli Fi, Inc. Portfolio Holdings by Sector
Simpli Fi, Inc.
- $220 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
LQD AGGY QEFA IWM SPY BKLN DSTL BUFR 34 stocks |
$215,242
98.13% of portfolio
|
  15  
|
  17  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$1,265
0.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,205
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$989
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
NOC 1 stocks |
$369
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$271
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|