0001085146-19-001955.txt : 20190723 0001085146-19-001955.hdr.sgml : 20190723 20190723170649 ACCESSION NUMBER: 0001085146-19-001955 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190723 DATE AS OF CHANGE: 20190723 EFFECTIVENESS DATE: 20190723 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: 19968370 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 06-30-2019 06-30-2019 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 07-17-2019 0 18 167190 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 430 2019 SH SOLE 0 0 2019 ISHARES TR IBOXX INV CP ETF 464287242 24144 194131 SH SOLE 0 0 194131 ISHARES TR MSCI EAFE ETF 464287465 1051 15985 SH SOLE 0 0 15985 ISHARES TR RUSSELL 2000 ETF 464287655 11834 76105 SH SOLE 0 0 76105 ISHARES TR SHORT TREAS BD 464288679 22870 206686 SH SOLE 0 0 206686 ISHARES TR MIN VOL EAFE ETF 46429B689 19936 274449 SH SOLE 0 0 274449 ISHARES TR ESG 1 5 YR USD 46435G243 220 8665 SH SOLE 0 0 8665 KRANESHARES TR QUADRTC INT RT 500767736 5349 205955 SH SOLE 0 0 205955 NORTHROP GRUMMAN CORP COM 666807102 309 956 SH SOLE 0 0 956 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 284 10835 SH SOLE 0 0 10835 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 219 4326 SH SOLE 0 0 4326 SPDR S&P 500 ETF TR TR UNIT 78462F103 3752 12807 SH SOLE 0 0 12807 SPDR SERIES TRUST BLOMBERG BRC INV 78468R200 2922 95096 SH SOLE 0 0 95096 SPDR SERIES TRUST MSCI USA STRTGIC 78468R812 18037 209415 SH SOLE 0 0 209415 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 3782 81826 SH SOLE 0 0 81826 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 33937 691599 SH SOLE 0 0 691599 VANGUARD GROUP DIV APP ETF 921908844 16586 144026 SH SOLE 0 0 144026 VERIZON COMMUNICATIONS INC COM 92343V104 1528 26749 SH SOLE 0 0 26749