Notify me when SimpliFi, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 44 | $233,722,370 | +$41,488,880 | -$43,006,963 | -$1,518,083 | LQDI, SPY, QEFA, IEF, BOND | 13F-HR | 23 Oct 2025, 20:17 |
| Q2 2025 | 41 | $226,919,869 | +$2,323,986 | -$1,362,215 | +$961,771 | LQDI, SPY, QEFA, BOND, AGGY | 13F-HR | 18 Jul 2025, 16:06 |
| Q1 2025 | 41 | $217,904,223 | +$68,755,139 | -$68,873,462 | -$118,323 | LQDI, SPY, QEFA, AGGY, BOND | 13F-HR | 28 Apr 2025, 18:01 |
| Q4 2024 | 41 | $218,671,961 | +$15,146,868 | -$14,900,736 | +$246,132 | AGGY, LQD, QEFA, IWM, SPY | 13F-HR | 23 Jan 2025, 18:10 |
| Q3 2024 | 41 | $225,519,583 | +$3,513,417 | -$6,744,881 | -$3,231,464 | LQD, AGGY, QEFA, IWM, SPY | 13F-HR | 22 Oct 2024, 16:49 |
| Q2 2024 | 41 | $216,515,921 | +$4,582,426 | -$4,738,815 | -$156,389 | AGGY, LQD, QEFA, SPY, IWM | 13F-HR | 25 Jul 2024, 17:13 |
| Q1 2024 | 37 | $218,257,669 | +$40,020,264 | -$45,623,248 | -$5,602,984 | AGGY, LQD, QEFA, SPY, IWM | 13F-HR | 22 Apr 2024, 19:46 |
| Q4 2023 | 32 | $202,766,260 | +$81,902 | +$81,902 | AGGY, LQD, QEFA, DSTL, BKLN | 13F-HR | 23 Jan 2024, 18:27 | |
| Q3 2023 | 33 | $202,910,930 | +$8,820,815 | -$3,177,055 | +$5,643,760 | AGGY, LQD, QEFA, DSTL, BKLN | 13F-HR | 10 Oct 2023, 21:37 |
| Q2 2023 | 34 | $211,509,302 | +$27,083,925 | -$9,584,960 | +$17,498,965 | AGGY, LQD, QEFA, DSTL, VIG | 13F-HR | 17 Jul 2023, 21:47 |
| Q1 2023 | 35 | $203,439,840 | +$27,845,911 | -$19,486,883 | +$8,359,028 | AGGY, LQD, QEFA, VIG, IWM | 13F-HR | 19 Apr 2023, 20:04 |
| Q4 2022 | 28 | $191,610,631 | +$69,552,314 | -$7,544,494 | +$62,007,820 | AGGY, LQD, QEFA, VIG, SPY | 13F-HR | 23 Jan 2023, 16:41 |
| Q3 2022 | 30 | $150,610,517 | +$1,164,739 | -$2,205,401 | -$1,040,662 | LQDH, QEFA, VIG, SPY, IWM | 13F-HR | 18 Oct 2022, 08:04 |
| Q2 2022 | 31 | $129,002,585 | +$1,111,247 | -$114,082 | +$997,165 | QEFA, VIG, SPY, FLRN, IWM | 13F-HR | 20 Jul 2022, 07:46 |
| Q1 2022 | 34 | $144,708,352 | +$13,148,107 | -$630,608 | +$12,517,499 | QEFA, SPY, VIG, IWM, FLRN | 13F-HR | 14 Apr 2022, 16:49 |
| Q4 2021 | 32 | $150,517,501 | +$32,854,761 | -$33,950,032 | -$1,095,271 | QEFA, SPY, VIG, IWM, LQDI | 13F-HR | 19 Jan 2022, 20:39 |
| Q3 2021 | 26 | $222,684,000 | +$3,974,657 | -$458,863 | +$3,515,794 | AGZD, LQDH, QEFA, DSTL, SPY | 13F-HR | 14 Oct 2021, 17:10 |
| Q2 2021 | 25 | $220,850,000 | +$105,595,447 | -$104,527,848 | +$1,067,599 | AGZD, LQDH, QEFA, DSTL, SPY | 13F-HR | 20 Jul 2021, 21:56 |
| Q1 2021 | 22 | $214,062,000 | +$7,212,878 | -$8,977,891 | -$1,765,013 | AGGY, LQD, QEFA, DSTL, VIG | 13F-HR | 14 Apr 2021, 13:06 |
| Q4 2020 | 23 | $214,599,000 | +$39,241,234 | -$11,941,453 | +$27,299,781 | AGGY, LQD, QEFA, DSTL, VIG | 13F-HR | 27 Jan 2021, 16:31 |
| Q3 2020 | 22 | $200,754,000 | +$44,645,900 | -$893,593 | +$43,752,307 | AGGY, LQD, QEFA, DSTL, SPY | 13F-HR | 23 Oct 2020, 17:06 |
| Q2 2020 | 23 | $190,647,000 | +$31,916,013 | -$4,426,053 | +$27,489,960 | AGGY, LQD, EFAV, QUS, SPY | 13F-HR | 13 Jul 2020, 13:31 |
| Q1 2020 | 20 | $159,861,000 | +$33,045,788 | -$31,034,471 | +$2,011,317 | AGGY, LQD, EFAV, QUS, SHV | 13F-HR | 09 Apr 2020, 17:15 |
| Q4 2019 | 20 | $175,789,000 | +$10,500,682 | +$10,500,682 | TOTL, LQD, EFAV, QUS, VIG | 13F-HR | 14 Jan 2020, 18:04 | |
| Q3 2019 | 19 | $168,560,000 | +$9,342,889 | -$9,555,130 | -$212,241 | TOTL, LQD, EFAV, QUS, VIG | 13F-HR | 16 Oct 2019, 14:44 |
| Q2 2019 | 18 | $167,190,000 | +$35,876,395 | -$5,052,492 | +$30,823,903 | TOTL, LQD, SHV, EFAV, QUS | 13F-HR | 23 Jul 2019, 17:06 |
| Q1 2019 | 18 | $158,397,000 | +$22,907,686 | -$10,592,691 | +$12,314,995 | TOTL, LQDH, SHV, EFAV, VIG | 13F-HR | 16 Apr 2019, 20:04 |
| Q4 2018 | 16 | $138,275,000 | +$7,110,066 | -$1,707,571 | +$5,402,495 | TOTL, LQDH, SHV, EFAV, VIG | 13F-HR | 22 Jan 2019, 16:30 |
| Q3 2018 | 17 | $143,765,000 | +$60,388,511 | -$31,024,953 | +$29,363,558 | TOTL, LQDH, EFAV, SHV, VIG | 13F-HR | 17 Oct 2018, 09:13 |
| Q2 2018 | 17 | $126,972,000 | +$17,191,230 | -$9,470,810 | +$7,720,420 | TOTL, IGHG, IWM, VIG, EFA | 13F-HR | 02 Aug 2018, 14:33 |
| Q1 2018 | 14 | $121,701,000 | +$3,922,936 | -$1,274,006 | +$2,648,930 | TOTL, IGHG, IWM, TIP, VIG | 13F-HR | 01 May 2018, 08:27 |
| Q4 2017 | 14 | $120,137,000 | $0 | TOTL, IWM, IGHG, TIP, VIG | 13F-HR | 07 Feb 2018, 14:02 |