Simplifi
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, null, null, null, null, "NOC", null, null, null, null, "SPY", "VZ", null, "SRE", "VIG", null, "IEF", null, null, "VXUS", null, null, null, null, null, null, "BRK-B", "RSP", "EFA", "QQQ", "IWM", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 41
- Total Value
- 217904223
- Accession Number
- 0001085146-25-002419
- Form Type
- 13F-HR
- CIK
- simplifi
- Manager Name
- Simplifi
Data Enrichment
32% identified13 identified28 unidentified
Holdings
41 positions • $217.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.3K | QoQ +0.76% (-25)YoY +3.25% (+104) | All Managers (Combined) | $235.5K | 0.1% ($235.5K/$217.9M) |