0001085146-18-001183.txt : 20180501 0001085146-18-001183.hdr.sgml : 20180501 20180501082732 ACCESSION NUMBER: 0001085146-18-001183 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180501 DATE AS OF CHANGE: 20180501 EFFECTIVENESS DATE: 20180501 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: 18793308 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 03-31-2018 03-31-2018 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 04-30-2018 0 14 121701 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE BERKSHIRE HATHAWAY INC DELCL B NEW0846707024032019SHSOLE 002019ISHARES TRTIPS BD ETF46428717613262117311SHSOLE 00117311ISHARES TRMSCI EAFE ETF46428746510922156749SHSOLE 00156749ISHARES TRRUSSELL 2000 ETF4642876551470596851SHSOLE 0096851ISHARES TRFLTG RATE NT ETF46429B655235246181SHSOLE 0046181ISHARES TRMIN VOL EAFE ETF46429B6898008108677SHSOLE 00108677POWERSHARES ETF TRUST IISENIOR LN PORT73936Q769201587100SHSOLE 0087100PROSHARES TRINVT INT RT HG74347B60715189199248SHSOLE 00199248SCHWAB STRATEGIC TREMRG MKTEQ ETF80852470632111191SHSOLE 0011191SPDR S&P 500 ETF TRTR UNIT78462F103539820512SHSOLE 0020512SSGA ACTIVE ETF TRSPDR TR TACTIC78467V84828509594311SHSOLE 00594311VANGUARD BD INDEX FD INCSHORT TRM BOND9219378278117103478SHSOLE 00103478VANGUARD GROUPDIV APP ETF92190884411214110973SHSOLE 00110973VERIZON COMMUNICATIONS INCCOM92343V104128626902SHSOLE 0026902