Lauren Torres

Simplifi, Inc.

Assets Managed

$238.176M

Holdings

Last Quarter

2026 - Q1

Filed Date

19d ago

Growth Rate

0.76%(2Q avg: 0.95%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Simplifi, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Simplifi, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 238.176M in assets, with a quarterly growth rate of 0.76% and a 2-quarter average growth rate of 0.95%. The portfolio is managed by Lauren Torres, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BND Vanguard Total Bond Market Recent Activity Increased 1.72%	21.39%	$50.922M 691,501 shares@ $73.65 avg price	Increased 1.72%
RSP Invesco S&p 500 Equal Weight Recent Activity Decreased -0.23%	13.79%	$32.844M 171,135 shares@ $191.92 avg price	Decreased -0.23%
QEFA Spdr Msci Eafe Strategicfact Recent Activity Increased 0.31%	9.57%	$22.789M 244,333 shares@ $93.27 avg price	Increased 0.31%
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 0.96%	9.56%	$22.764M 105,848 shares@ $215.06 avg price	Increased 0.96%
IEF Ishares 7-10 Year Treasury B Recent Activity Increased 0.1%	9.31%	$22.151M 232,095 shares@ $95.45 avg price	Increased 0.1%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 0.87%	5.78%	$13.747M 21,137 shares@ $650.36 avg price	Increased 0.87%
DGRE Wisdomtree Emerging Markets Recent Activity Increased 0.2%	4.72%	$11.227M 338,964 shares@ $33.13 avg price	Increased 0.2%
VGIT Vanguard Intermediate-term T Recent Activity Increased 1.49%	4.41%	$10.503M 176,374 shares@ $59.56 avg price	Increased 1.49%
BOND Pimco Active Bond Exchange-t Recent Activity Increased 1.21%	4.13%	$9.836M 106,584 shares@ $92.29 avg price	Increased 1.21%
VTIP Vanguard Short-term Tips Recent Activity Increased 1.32%	3.96%	$9.415M 188,484 shares@ $49.95 avg price	Increased 1.32%

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