SimpliFi, Inc. — 2018-03-31 13F 持股

Name: SimpliFi, Inc. — 13F Holdings, 2018-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001716983

申报总市值

US$2.4亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	23.43%	—	+5.73%
2	IGHG	Proshares Ig Hedged	ETF-其他	12.48%	—	+4.14%
3	IWM	Ishares Russell 2000 ETF	ETF-中小型股	12.08%	-0.02%	-1.96%
4	TIP	Ishares Tips Bond ETF	ETF-其他	10.90%	—	+0.96%
5	VIG	Vanguard Dividend Apprec ETF	ETF-其他	9.21%	-0.19%	-4.38%
6	EFA	Ishares Msci Eafe ETF	ETF-其他	8.97%	—	+0.62%
7	BSV	Vanguard Short-term Bond ETF	ETF-其他	6.67%	—	+7.91%
8	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	6.58%	—	-4.78%
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	4.44%	-0.27%	+3.63%
10	FLOT	Ishares Floating Rate Bond E	ETF-其他	1.93%	—	+45.77%
11	✓	Powershares	股票-其他	1.66%	—	-0.02%
12	VZ	Verizon Communications INC	股票-通信服务	1.06%	+0.12%	+4.73%
13	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.33%	—	—
14	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.26%	—	-16.55%

SimpliFi, Inc. 于截至 2018-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	TOTL	Ss Doubleline Tr Tact ETF	+0.7%	+5.73%	加仓
2	FLOT	Ishares Floating Rate Bond E	+0.6%	+45.77%	加仓
3	BSV	Vanguard Short-term Bond ETF	+0.4%	+7.91%	加仓
4	IGHG	Proshares Ig Hedged	+0.2%	+4.14%	加仓
5	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+3.63%	加仓
6	BRK-B	Berkshire Hathaway Inc-cl B	—	—	不变
7	✓	Powershares	0%	-0.02%	减仓
8	SCHE	Schwab Emrg Mrkts Eqty ETF	-0.1%	-16.55%	减仓
9	VZ	Verizon Communications INC	-0.1%	+4.73%	加仓
10	TIP	Ishares Tips Bond ETF	-0.1%	+0.96%	加仓
11	EFA	Ishares Msci Eafe ETF	-0.2%	+0.62%	加仓
12	EFAV	Ishares Msci Eafe Min Vol Fa	-0.4%	-4.78%	减仓
13	IWM	Ishares Russell 2000 ETF	-0.5%	-1.96%	减仓
14	VIG	Vanguard Dividend Apprec ETF	-0.7%	-4.38%	减仓