StockDriftsStockDriftsTop 43 SimpliFi, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 21.38% | 691.5K | $50.9M | +1.71%(+11.65K) | $74.21(-1.39%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 13.79% | 171.1K | $32.8M | -0.23%(-402) | $181.72(+11.66%) | 2026-03-31 | |
| QEFA | SPDR INDEX SHS FDS | 9.57% | 244.3K | $22.8M | +0.30%(+736) | $61.53(+58.67%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 9.56% | 105.8K | $22.8M | +0.95%(+1.00K) | $144.03(+58.77%) | 2026-03-31 | |
| IEF | ISHARES TR | 9.3% | 232.1K | $22.2M | +0.10%(+222) | $96.51(-2.27%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.77% | 21.1K | $13.7M | +0.87%(+182) | $447.10(+66.03%) | 2026-03-31 | |
| DGRE | WISDOMTREE TR | 4.71% | 339.0K | $11.2M | +0.19%(+655) | $29.83(+31.32%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.41% | 176.4K | $10.5M | +1.49%(+2.58K) | $59.98(-1.66%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 4.13% | 106.6K | $9.8M | +1.21%(+1.27K) | $91.52(+0.29%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.95% | 188.5K | $9.4M | +1.31%(+2.44K) | $50.18(+0.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.81% | +18.45% |
| Top 20 Holdings Unweighted | +6.02% | +19.17% |
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