SimpliFi, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$219M
Signature - Title
Lauren Torres - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by SimpliFi, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SimpliFi, Inc. reported 41 stock holdings with total value $219M as of Q4 2024. Top holdings included AGGY, LQD, QEFA, IWM, and SPY.
Holdings Value