Simpli Fi, Inc. Portfolio Holdings by Sector
Simpli Fi, Inc.
- $226 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND RSP IEF VIG QEFA SPY VGIT DGRE 37 stocks |
$221,252
98.46% of portfolio
|
  21  
|
  14  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,641
0.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$1,209
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC 1 stocks |
$314
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$300
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|