account_balance
Investment manager · 13F filer · SEC CIK 1716983
SimpliFi, Inc.
Reported value$245Mas of Sep 30, 2026
Positions45 0 new, 0 sold out
Top 10 weight86.3%BND alone is 20%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Bd Index FDS
20.4%
RSPInvesco Exchange Traded Fd T
13.9%Trimmed −3%
VIGVanguard Specialized Funds
10.1%
QEFASPDR Index SHS FDS
9.8%
IEFiShares Tr
8.5%
SPYSPDR S&P 500 ETF Trust
6.6%
DGREWisdomtree Tr
5.1%Trimmed −6%
VGITVanguard Scottsdale FDS
4.2%
BONDPimco ETF Tr
3.9%
VTIPVanguard Malvern FDS
3.8%
IWMiShares Tr
3.3%Trimmed −5%
QUAL1.6%
BNDVanguard Bd Index FDS
20.4%
RSPInvesco Exchange Traded Fd T
13.9%−3%
VIGVanguard Specialized Funds
10.1%
QEFASPDR Index SHS FDS
9.8%
IEFiShares Tr
8.5%
SPYSPDR S&P 500 ETF Trust
6.6%
DGREWisdomtree Tr
5.1%
VGIT4.2%
BOND
VTIP
IWM3.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BND Vanguard Bd Index FDS 20.4% Held
RSP Invesco Exchange Traded Fd T 13.9% Trimmed −3%
VIG Vanguard Specialized Funds 10.1% Held
QEFA SPDR Index SHS FDS 9.8% Held
IEF iShares Tr 8.5% Held
SPY SPDR S&P 500 ETF Trust 6.6% HeldDGRE Wisdomtree Tr 5.1% Trimmed −6%
VGIT Vanguard Scottsdale FDS 4.2% Held
BOND Pimco ETF Tr 3.9% Held
VTIP Vanguard Malvern FDS 3.8% Held
IWM iShares Tr 3.3% Trimmed −5%
QUAL iShares Tr 1.6% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- VT +62%
arrow_downwardTrimmed
- DGRE −6%
- IWM −5%
- RSP −3%
- VTI −3%
remove_circleSold out
None
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.