SimpliFi, Inc.
Annual return '25
+52.3%
SPY '25
+17.7%
Alpha
+34.6ptsvs SPY
Invested
$238.2M
Holdings
43
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
21.4%
02
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +10.6% (53.7k → 59.4k shares)
13.8%
03
$QEFA
SPDR INDEX SHS FDS
Q4 2025: Exited (was 248.9k shares)
9.6%
04
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 59.1k shares)
9.6%
05
$IEF
ISHARES TR
Q1 2026: Increased +3.9% (15.5k → 16.1k shares)
9.3%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 83.4% (39.0k → 6.5k shares)
5.8%
07
$DGRE
WISDOMTREE TR
Q4 2025: Exited (was 200.3k shares)
4.7%
08
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.4%
09
$BOND
PIMCO ETF TR
Q4 2025: Exited (was 213.4k shares)
4.1%
10
$VTIP
VANGUARD MALVERN FDS
Q4 2025: Exited (was 32.7k shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:46 UTC.