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  Name: SimpliFi Inc.
  City: SAN DIEGO
  State: CA
  Zip: 92131
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $218,651,000
  Total Value Change : $15,662,000
  Securities Held Change : 5
   
All Securities Held : 38
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 1
  Decreased Positions : 14

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Holdings Found : 16     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (AGGY)1 Year Chart         AGGY Wisdomtree Trust 1 - $0.00 $38,316,000 882,857 17.52% 2,505,000 20,144 3.56    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 2 - $106.66 $37,941,000 348,337 17.35% 8,284,000 57,635 0.085    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 4 - $523.30 $15,894,000 30,385 7.27% 7,200,000 10,047 0    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 5 - $206.86 $15,701,000 74,661 7.18% 3,647,000 6,459 0.003    Closed - End Fund - E...
   (HIPS)1 Year Chart         HIPS Graniteshares Hips Us High ... 11 - $0.00 $6,414,000 498,853 2.93% 6,017,000 465,939 11.086    N/A
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 13 - $53.88 $2,474,000 27,521 1.13% 589,000 2,666 0.031    N/A
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 15 - $92.88 $1,507,000 15,920 0.69% 352,000 3,309 0.006    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 21 - $259.45 $1,011,000 3,889 0.46% 188,000 13 0    Closed - End Fund - E...
   (AOA)1 Year Chart         AOA iShares Trust 24 - $73.62 $663,000 9,024 0.3% 125,000 547 0.05    Closed - End Fund - Debt
   (AOM)1 Year Chart         AOM iShares Trust 28 - $42.52 $498,000 11,652 0.23% 72,000 712 0.085    Closed - End Fund - Debt
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 30 - $0.00 $442,000 7,639 0.2% 73,000 749 0.001    N/A
   (SPYD)1 Year Chart         SPYD Spdr S&p 500 High Dividend Etf 31 - $41.15 $437,000 10,739 0.2% 69,000 244 0.006    N/A
   (PID)1 Year Chart         PID PowerShares Exchange-Traded... 32 - $18.72 $392,000 21,156 0.18% 44,000 311 0.06    Closed - End Fund - Debt
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 35 - $26.66 $300,000 11,883 0.14% 76,000 2,523 0.004    N/A
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 36 - $45.12 $291,000 5,805 0.13% 65,000 100 0.068    N/A
   (SRE)1 Year Chart         SRE Sempra Energy 38 - $71.98 $230,000 3,196 0.11% 16,000 52 0.001    Electric Utilities
      16 Records Found
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