0001085146-18-000400.txt : 20180207 0001085146-18-000400.hdr.sgml : 20180207 20180207150218 ACCESSION NUMBER: 0001085146-18-000400 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180207 DATE AS OF CHANGE: 20180207 EFFECTIVENESS DATE: 20180207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SimpliFi, Inc. CENTRAL INDEX KEY: 0001716983 IRS NUMBER: 274431950 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18284 FILM NUMBER: 18580787 BUSINESS ADDRESS: STREET 1: 9666 BUSINESSPARK AVE STREET 2: SUITE 111 CITY: SAN DIEGO STATE: CA ZIP: 92131 BUSINESS PHONE: 8586956600 MAIL ADDRESS: STREET 1: 9666 BUSINESSPARK AVE STREET 2: SUITE 111 CITY: SAN DIEGO STATE: CA ZIP: 92131 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001716983 XXXXXXXX 12-31-2017 12-31-2017 SimpliFi, Inc.

9666 BUSINESSPARK AVE SUITE 111 SAN DIEGO CA 92131

13F HOLDINGS REPORT 028-18284 N Lauren Torres 858 695-6600 /s/ Lauren Torres San Diego CA 02-05-2018 0 14 120137 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE BERKSHIRE HATHAWAY INC DELCL B NEW0846707024002019SHSOLE 002019ISHARES TRTIPS BD ETF46428717613255116190SHSOLE 00116190ISHARES TRMSCI EAFE ETF46428746510953155782SHSOLE 00155782ISHARES TRRUSSELL 2000 ETF4642876551506198786SHSOLE 0098786ISHARES TRFLTG RATE NT ETF46429B655161031680SHSOLE 0031680ISHARES TRMIN VOL EAFE ETF46429B6898330114138SHSOLE 00114138POWERSHARES ETF TRUST IISENIOR LN PORT73936Q769200787118SHSOLE 0087118PROSHARES TRINVT INT RT HG74347B60714737191321SHSOLE 00191321SCHWAB STRATEGIC TREMRG MKTEQ ETF80852470637513410SHSOLE 0013410SPDR S&P 500 ETF TRTR UNIT78462F103528219794SHSOLE 0019794SSGA ACTIVE ETF TRSPDR TR TACTIC78467V84827341562120SHSOLE 00562120VANGUARD BD INDEX FD INCSHORT TRM BOND921937827758595895SHSOLE 0095895VANGUARD SPECIALIZED FUNDSDIV APP ETF92190884411841116057SHSOLE 00116057VERIZON COMMUNICATIONS INCCOM92343V104136025688SHSOLE 0025688