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SimpliFi, Inc. Buys ISHARES TRUST, ISHARES TRUST
GuruFocus.com
2 min read

- By insider

Investment company SimpliFi, Inc. (Current Portfolio) buys ISHARES TRUST, ISHARES TRUST during the 3-months ended 2020Q3, according to the most recent filings of the investment company, SimpliFi, Inc.. As of 2020Q3, SimpliFi, Inc. owns 18 stocks with a total value of $116 million. These are the details of the buys and sells.

  • New Purchases: GOVT,

  • Added Positions: IWM, SHV, EFA, ARKK, IEF, SCHO,

  • Reduced Positions: SGOL, BIL, NOC, SCHE, VTI,


For the details of SimpliFi, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/simplifi%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of SimpliFi, Inc.

  1. ISHARES TRUST (LQD) - 168,536 shares, 19.65% of the total portfolio. Shares reduced by 0.48%

  2. SSGA SPDR S&P 500 (SPY) - 54,886 shares, 15.91% of the total portfolio. Shares added by 0.30%

  3. VANGUARD SPECIALIZ (VIG) - 139,287 shares, 15.51% of the total portfolio. Shares added by 0.53%

  4. iShares Short Treasury Bond ETF (SHV) - 142,688 shares, 13.67% of the total portfolio. Shares added by 3.18%

  5. ISHARES TRUST (IWM) - 86,607 shares, 11.23% of the total portfolio. Shares added by 4.80%

New Purchase: ISHARES TRUST (GOVT)

SimpliFi, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $27.79 and $28.25, with an estimated average price of $27.99. The stock is now traded at around $27.65. The impact to a portfolio due to this purchase was 9.94%. The holding were 411,142 shares as of .

Added: ISHARES TRUST (EFA)

SimpliFi, Inc. added to a holding in ISHARES TRUST by 22.76%. The purchase prices were between $61.1 and $65.92, with an estimated average price of $63.99. The stock is now traded at around $64.98. The impact to a portfolio due to this purchase was 0.18%. The holding were 17,789 shares as of .



Here is the complete portfolio of SimpliFi, Inc.. Also check out:

1. SimpliFi, Inc.'s Undervalued Stocks

2. SimpliFi, Inc.'s Top Growth Companies, and

3. SimpliFi, Inc.'s High Yield stocks

4. Stocks that SimpliFi, Inc. keeps buyingThis article first appeared on GuruFocus.

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