IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SimpliFi, Inc.

Q3 2019 Holdings

Filed 2019-10-16 | 19 holdings | $168.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
SSgA Active ETF TR(TOTL)SPDR TR TACTIC78467V848$33.9K687,71920.1%
Ishares TR(LQD)IBOXX INV CP ETF464287242$24.7K193,57114.6%
Ishares TR(EFAV)MIN VOL EAFE ETF46429B689$20.3K277,05412.0%
Spdr Series Trust(QUS)MSCI USA STRTGIC78468R812$18.3K206,18910.9%
Vanguard Group(VIG)DIV APP ETF921908844$17.0K142,17510.1%
Ishares TR(SHV)SHORT TREAS BD464288679$14.2K128,3348.4%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$11.7K77,5317.0%
Aberdeen STD Gold ETF TR(SGOL)PHYSCL GOLD SHS00326A104$7.8K55,1364.6%
Kraneshares TR(IVOL)QUADRTC INT RT500767736$5.8K229,5883.5%
SSgA Active ETF TR(SRLN)BLKSTN GSOSRLN78467V608$3.8K82,9732.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$3.8K12,6502.2%
Spdr Series Trust(FLRN)BLOMBERG BRC INV78468R200$3.0K97,7561.8%
Verizon Communications Inc(VZ)COM92343V104$1.6K27,1911.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$98315,0770.6%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$4202,0190.2%
Northrop Grumman Corp(NOC)COM666807102$3589560.2%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$3396,6940.2%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$26010,3510.2%
Ishares TR(SUSC)ESG USD CORPT46435G193$2278,6380.1%