0001085146-20-001764.txt : 20200713 0001085146-20-001764.hdr.sgml : 20200713 20200713133129 ACCESSION NUMBER: 0001085146-20-001764 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200713 DATE AS OF CHANGE: 20200713 EFFECTIVENESS DATE: 20200713 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: 201024906 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 06-30-2020 06-30-2020 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 07-10-2020 0 23 190647 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR BARCLAYS 7 10 YR 464287440 653 5356 SH SOLE 0 0 5356 KRANESHARES TR QUADRTC INT RT 500767736 6777 249691 SH SOLE 0 0 249691 ISHARES TR MSCI EAFE ETF 464287465 882 14491 SH SOLE 0 0 14491 ISHARES TR MIN VOL EAFE ETF 46429B689 20128 304693 SH SOLE 0 0 304693 VANGUARD INDEX FDS TOTAL STK MKT 922908769 571 3647 SH SOLE 0 0 3647 SPDR SER TR SPDR BLOOMBERG 78468R663 260 2840 SH SOLE 0 0 2840 WISDOMTREE TR YIELD ENHANCD US 97717X511 35675 662851 SH SOLE 0 0 662851 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 16236 138555 SH SOLE 0 0 138555 ISHARES TR US TREAS BD ETF 46429B267 11063 395265 SH SOLE 0 0 395265 VERIZON COMMUNICATIONS INC COM 92343V104 1620 29384 SH SOLE 0 0 29384 ISHARES TR ESG AWRE USD ETF 46435G193 244 8819 SH SOLE 0 0 8819 ISHARES TR IBOXX INV CP ETF 464287242 22778 169352 SH SOLE 0 0 169352 ARK ETF TR INNOVATION ETF 00214Q104 309 4336 SH SOLE 0 0 4336 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 254 10435 SH SOLE 0 0 10435 ISHARES TR RUSSELL 2000 ETF 464287655 11832 82641 SH SOLE 0 0 82641 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 9994 583090 SH SOLE 0 0 583090 NORTHROP GRUMMAN CORP COM 666807102 294 956 SH SOLE 0 0 956 SPDR S&P 500 ETF TR TR UNIT 78462F103 16875 54724 SH SOLE 0 0 54724 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 338 6554 SH SOLE 0 0 6554 ISHARES TR SHORT TREAS BD 464288679 15314 138287 SH SOLE 0 0 138287 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 360 2019 SH SOLE 0 0 2019 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 204 4456 SH SOLE 0 0 4456 SPDR SER TR MSCI USA STRTGIC 78468R812 17986 203674 SH SOLE 0 0 203674