0001085146-21-001169.txt : 20210414 0001085146-21-001169.hdr.sgml : 20210414 20210414130650 ACCESSION NUMBER: 0001085146-21-001169 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210414 DATE AS OF CHANGE: 20210414 EFFECTIVENESS DATE: 20210414 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: 21825182 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 03-31-2021 03-31-2021 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 04-12-2021 0 22 214062 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 5220 318301 SH SOLE 0 0 318301 ARK ETF TR INNOVATION ETF 00214Q104 524 4368 SH SOLE 0 0 4368 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 549 2150 SH SOLE 0 0 2150 ETF SER SOLUTIONS DISTILLATE US 26922A321 21958 555065 SH SOLE 0 0 555065 INVESCO QQQ TR UNIT SER 1 46090E103 434 1359 SH SOLE 0 0 1359 ISHARES TR BARCLAYS 7 10 YR 464287440 539 4774 SH SOLE 0 0 4774 ISHARES TR ESG AWRE USD ETF 46435G193 241 8948 SH SOLE 0 0 8948 ISHARES TR IBOXX INV CP ETF 464287242 25159 193455 SH SOLE 0 0 193455 ISHARES TR MORNINGSTAR GRWT 464287119 4480 15529 SH SOLE 0 0 15529 ISHARES TR MSCI EAFE ETF 464287465 1221 16099 SH SOLE 0 0 16099 ISHARES TR RUSSELL 2000 ETF 464287655 13900 62911 SH SOLE 0 0 62911 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 16888 336502 SH SOLE 0 0 336502 KRANESHARES TR QUADRTC INT RT 500767736 12686 443878 SH SOLE 0 0 443878 NORTHROP GRUMMAN CORP COM 666807102 286 883 SH SOLE 0 0 883 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 304 9553 SH SOLE 0 0 9553 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 376 7328 SH SOLE 0 0 7328 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 23070 320109 SH SOLE 0 0 320109 SPDR S&P 500 ETF TR TR UNIT 78462F103 14832 37424 SH SOLE 0 0 37424 VANGUARD INDEX FDS TOTAL STK MKT 922908769 551 2667 SH SOLE 0 0 2667 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 19817 134735 SH SOLE 0 0 134735 VERIZON COMMUNICATIONS INC COM 92343V104 1845 31733 SH SOLE 0 0 31733 WISDOMTREE TR YIELD ENHANCD US 97717X511 49182 960588 SH SOLE 0 0 960588