Simpli Fi, Inc. Portfolio Holdings by Sector
Simpli Fi, Inc.
- $216 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGGY LQD QEFA IWM SPY SPSB BUFR DSTL 34 stocks |
$210,768
98.13% of portfolio
|
  15  
|
  17  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,282
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$1,138
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$974
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
NOC 1 stocks |
$328
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$287
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|