Simpli Fi, Inc. Portfolio Holdings by Sector
Simpli Fi, Inc.
- $180 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY QEFA BOND AGGY IWM SPSB DSTL VIG 34 stocks |
$175,593
98.18% of portfolio
|
  26  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,460
0.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$1,256
0.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
NOC 1 stocks |
$290
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$252
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|