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| Name: |
SimpliFi Inc. |
| City: |
SAN DIEGO |
| State: |
CA |
| Zip: |
92131 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RSP |
Guggenheim ETF Trust - Gugg... |
10 |
New |
$166.73 |
$9,617,000 |
56,784 |
4.4% |
9,617,000 |
56,784 |
0.019 |
Closed - End Fund - E... |
|
|
DGRE |
WisdomTree Emerging Markets... |
12 |
New |
$25.81 |
$5,081,000 |
197,723 |
2.32% |
5,081,000 |
197,723 |
2.197 |
N/A |
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COWZ |
Pacer Us Cash Cows 100 Etf |
14 |
New |
$0.00 |
$2,254,000 |
38,783 |
1.03% |
2,254,000 |
38,783 |
0.004 |
N/A |
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FLRN |
Spdr Barclays Investment Gr... |
20 |
New |
$30.78 |
$1,035,000 |
33,561 |
0.47% |
1,035,000 |
33,561 |
0.043 |
N/A |
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BRK.B |
Berkshire Hathaway B |
23 |
New |
$410.24 |
$904,000 |
2,150 |
0.41% |
904,000 |
2,150 |
0 |
Property & Casualty I... |
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VXUS |
Vanguard Total Internationa... |
34 |
New |
$61.53 |
$334,000 |
5,532 |
0.15% |
334,000 |
5,532 |
0.001 |
Closed - End Fund - E... |
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LONZ |
Pimco Senior Loan Active Ex... |
37 |
New |
$0.00 |
$291,000 |
5,691 |
0.13% |
291,000 |
5,691 |
0 |
N/A |
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