0001085146-20-000145.txt : 20200115 0001085146-20-000145.hdr.sgml : 20200115 20200114190428 ACCESSION NUMBER: 0001085146-20-000145 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200115 DATE AS OF CHANGE: 20200114 EFFECTIVENESS DATE: 20200115 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: 20527052 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 false false 0001716983 XXXXXXXX 12-31-2019 12-31-2019 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 01-13-2020 0 20 175789 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 8337 570262 SH SOLE 0 0 570262 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 457 2019 SH SOLE 0 0 2019 ISHARES TR IBOXX INV CP ETF 464287242 25193 196886 SH SOLE 0 0 196886 ISHARES TR MSCI EAFE ETF 464287465 1080 15550 SH SOLE 0 0 15550 ISHARES TR RUSSELL 2000 ETF 464287655 12998 78458 SH SOLE 0 0 78458 ISHARES TR SHORT TREAS BD 464288679 14292 129382 SH SOLE 0 0 129382 ISHARES TR MIN VOL EAFE ETF 46429B689 21017 281959 SH SOLE 0 0 281959 ISHARES TR ESG USD CORPT 46435G193 231 8720 SH SOLE 0 0 8720 KRANESHARES TR QUADRTC INT RT 500767736 5933 234461 SH SOLE 0 0 234461 NORTHROP GRUMMAN CORP COM 666807102 329 956 SH SOLE 0 0 956 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 357 13025 SH SOLE 0 0 13025 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 340 6741 SH SOLE 0 0 6741 SEMPRA ENERGY COM 816851109 212 1398 SH SOLE 0 0 1398 SPDR S&P 500 ETF TR TR UNIT 78462F103 4242 13181 SH SOLE 0 0 13181 SPDR SERIES TRUST BLOMBERG BRC INV 78468R200 3035 98775 SH SOLE 0 0 98775 SPDR SERIES TRUST MSCI USA STRTGIC 78468R812 19709 208139 SH SOLE 0 0 208139 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 3992 85707 SH SOLE 0 0 85707 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 34401 702203 SH SOLE 0 0 702203 VANGUARD GROUP DIV APP ETF 921908844 17817 142924 SH SOLE 0 0 142924 VERIZON COMMUNICATIONS INC COM 92343V104 1817 29593 SH SOLE 0 0 29593