SimpliFi, Inc. — 13F holdings

SimpliFi, Inc. reported 45 holdings worth $253M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. BND VANGUARD BD INDEX FDS — $51.5M (20.4%)
  2. RSP INVESCO EXCHANGE TRADED FD T — $36.0M (14.2%)
  3. VIG VANGUARD SPECIALIZED FUNDS — $25.3M (10.0%)
  4. QEFA SPDR INDEX SHS FDS — $23.8M (9.4%)
  5. IEF ISHARES TR — $21.9M (8.7%)
  6. SPY SPDR S&P 500 ETF TR — $15.8M (6.3%)
  7. DGRE WISDOMTREE TR — $13.4M (5.3%)
  8. VGIT VANGUARD SCOTTSDALE FDS — $10.6M (4.2%)
  9. BOND PIMCO ETF TR — $9.95M (3.9%)
  10. VTIP VANGUARD MALVERN FDS — $9.49M (3.8%)