Reported Holdings Of The
Simplifi Inc
Legal Name: SIMPLIFI, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 23, 2019
Security | Shares Held / Principal Amount | Market Value | Option |
---|---|---|---|
SSGA ACTIVE ETF TR (78467V848) | 691,599 | $33,937k | |
ISHARES (464287242) | 194,131 | $24,144k | |
ISHARES TR (464288679) | 206,686 | $22,870k | |
ISHARES TR MIN VOL EAFE ETF (46429B689) | 274,449 | $19,936k | |
SPDR SERIES TRUST (78468R812) | 209,415 | $18,037k | |
VANGUARD GROUP (921908844) | 144,026 | $16,586k | |
ISHARES TR RUSSELL 2000 ETF (464287655) | 76,105 | $11,834k | |
Kraneshares tr (500767736) | 205,955 | $5,349k | |
SSGA ACTIVE ETF TR (78467V608) | 81,826 | $3,782k | |
SPDR S&P 500 ETF TR TR UNIT (78462F103) | 12,807 | $3,752k | |
SPDR Inv't Grade Floating Rate (78468R200) | 95,096 | $2,922k | |
VERIZON COMMUNICATIONS (92343V104) | 26,749 | $1,528k | |
ISHARES (464287465) | 15,985 | $1,051k | |
Berkshire Hathaway, Inc. (084670702) | 2,019 | $430k | |
NORTHROP GRUMMAN CO (666807102) | 956 | $309k | |
SCHWAB STRATEGIC TR (808524706) | 10,835 | $284k | |
ISHARES TR (46435G243) | 8,665 | $220k | |
SCHWAB STRATEGIC T (808524862) | 4,326 | $219k |