0001085146-19-001184.txt : 20190417
0001085146-19-001184.hdr.sgml : 20190417
20190416200407
ACCESSION NUMBER: 0001085146-19-001184
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190417
DATE AS OF CHANGE: 20190416
EFFECTIVENESS DATE: 20190417
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: 19752003
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
03-31-2019
03-31-2019
false
SimpliFi, Inc.
9666 BUSINESSPARK AVE
SUITE 111
SAN DIEGO
CA
92131
13F HOLDINGS REPORT
028-18284
N
Lauren Torres
Compliance Director
858-695-6600
/s/ Lauren Torres
San Diego
CA
04-16-2019
0
18
158397
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
406
2019
SH
SOLE
0
0
2019
ISHARES TR
MSCI EAFE ETF
464287465
973
14995
SH
SOLE
0
0
14995
ISHARES TR
RUSSELL 2000 ETF
464287655
11471
74929
SH
SOLE
0
0
74929
ISHARES TR
SHORT TREAS BD
464288679
21926
198303
SH
SOLE
0
0
198303
ISHARES TR
MIN VOL EAFE ETF
46429B689
19766
274522
SH
SOLE
0
0
274522
ISHARES TR
ESG 1 5 YR USD
46435G243
215
8602
SH
SOLE
0
0
8602
ISHARES US ETF TR
INT RT HDG C B
46431W705
23054
246695
SH
SOLE
0
0
246695
NORTHROP GRUMMAN CORP
COM
666807102
258
956
SH
SOLE
0
0
956
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
267
10282
SH
SOLE
0
0
10282
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
216
4299
SH
SOLE
0
0
4299
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4023
14242
SH
SOLE
0
0
14242
SPDR SER TR
BLOMBERG BRC INV
78468R200
7027
228880
SH
SOLE
0
0
228880
SPDR SER TR
MSCI USA STRTGIC
78468R812
13051
156961
SH
SOLE
0
0
156961
SSGA ACTIVE ETF TR
MULT ASS RLRTN
78467V103
1337
53183
SH
SOLE
0
0
53183
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
3760
81655
SH
SOLE
0
0
81655
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
32806
678502
SH
SOLE
0
0
678502
VANGUARD GROUP
DIV APP ETF
921908844
16282
148507
SH
SOLE
0
0
148507
VERIZON COMMUNICATIONS INC
COM
92343V104
1559
26365
SH
SOLE
0
0
26365