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Value $
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$219M
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Signature - Title
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Lauren Torres - Chief Compliance Officer
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Location
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San Diego, CA
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Summary
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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.