SimpliFi, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1716983
SAN DIEGO, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$624,296
+$14,214 QoQ
Shares Held
7,055
+3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $624,296 | 7,055 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $610,082 | 6,812 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $573,967 | 6,512 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $586,635 | 7,034 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $548,428 | 7,169 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $553,507 | 7,225 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $558,288 | 7,075 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $596,295 | 7,974 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $662,903 | 9,024 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $585,336 | 8,477 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $538,204 | 8,477 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $576,162 | 8,685 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $544,521 | 8,563 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $498,613 | 8,345 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $461,122 | 8,316 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $480,018 | 8,015 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $552,002 | 8,007 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $582,414 | 7,998 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $601,273 | 8,613 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $604,481 | 8,556 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||