SEC Form 13F

SimpliFi, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$253,036,861
Positions45

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$51,542,261702,115
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$36,033,858169,356
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$25,284,034106,855
SPDR INDEX SHS FDSQEFAST STR MSCI EAFE$23,801,978247,899
ISHARES TRIEF7-10 YR TRSY BD$21,894,315231,514
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$15,842,55521,215
WISDOMTREE TRDGREEM MKTS QTLY DIV$13,445,878329,152
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$10,571,147179,233
PIMCO ETF TRBONDACTIVE BD ETF$9,947,935107,883
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$9,491,575188,962

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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