§ 13F · FUND PROFILE
SimpliFi, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $226.9T (13F)Positions · 41Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$64.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 680K | $50.4T | 21.3% | NEW |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 172K | $32.9T | 13.9% | +203% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 105K | $23.0T | 9.7% | +77% |
| 4 | IEF | ISHARES TR | 232K | $22.3T | 9.4% | +5% |
| 5 | QEFA | SPDR INDEX SHS FDS | 244K | $22.1T | 9.3% | −2% |
| 6 | SPY | SPDR S&P 500 ETF TR | 21K | $14.3T | 6.0% | −46% |
| 7 | DGRE | WISDOMTREE TR | 338K | $10.6T | 4.5% | +69% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 174K | $10.4T | 4.4% | NEW |
| 9 | BOND | PIMCO ETF TR | 105K | $9.8T | 4.1% | −51% |
| 10 | VTIP | VANGUARD MALVERN FDS | 186K | $9.2T | 3.9% | +468% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIMPLIFI, SIGNAL
AC read
SimpliFi, Inc. is a Other fund managing $226919.9 trillion in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed