0001085146-18-002337.txt : 20181017 0001085146-18-002337.hdr.sgml : 20181017 20181017091346 ACCESSION NUMBER: 0001085146-18-002337 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181017 DATE AS OF CHANGE: 20181017 EFFECTIVENESS DATE: 20181017 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: 181125513 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 09-30-2018 09-30-2018 false 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 10-16-2018 0 17 143765 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 432 2019 SH SOLE 0 0 2019 ISHARES TR MSCI EAFE ETF 464287465 2530 37211 SH SOLE 0 0 37211 ISHARES TR RUSSELL 2000 ETF 464287655 12309 73028 SH SOLE 0 0 73028 ISHARES TR SHORT TREAS BD 464288679 17679 160079 SH SOLE 0 0 160079 ISHARES TR MIN VOL EAFE ETF 46429B689 17983 246991 SH SOLE 0 0 246991 ISHARES TR ESG 1 5 YR USD 46435G243 214 8722 SH SOLE 0 0 8722 ISHARES US ETF TR INT RT HDG C B 46431W705 20902 215125 SH SOLE 0 0 215125 PROSHARES TR INVT INT RT HG 74347B607 1134 14966 SH SOLE 0 0 14966 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 254 9891 SH SOLE 0 0 9891 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 211 4254 SH SOLE 0 0 4254 SPDR S&P 500 ETF TR TR UNIT 78462F103 6058 20838 SH SOLE 0 0 20838 SPDR SER TR BLOMBERG BRC INV 78468R200 2658 86325 SH SOLE 0 0 86325 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 8788 332125 SH SOLE 0 0 332125 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 3681 77731 SH SOLE 0 0 77731 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 32423 686212 SH SOLE 0 0 686212 VANGUARD GROUP DIV APP ETF 921908844 15105 136446 SH SOLE 0 0 136446 VERIZON COMMUNICATIONS INC COM 92343V104 1404 26297 SH SOLE 0 0 26297