0001085146-20-001059.txt : 20200409 0001085146-20-001059.hdr.sgml : 20200409 20200409171515 ACCESSION NUMBER: 0001085146-20-001059 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200409 DATE AS OF CHANGE: 20200409 EFFECTIVENESS DATE: 20200409 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: 20785317 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 03-31-2020 03-31-2020 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 04-07-2020 0 20 159861 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 9023 595575 SH SOLE 0 0 595575 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 369 2019 SH SOLE 0 0 2019 ISHARES TR IBOXX INV CP ETF 464287242 24637 199474 SH SOLE 0 0 199474 ISHARES TR MSCI EAFE ETF 464287465 751 14048 SH SOLE 0 0 14048 ISHARES TR RUSSELL 2000 ETF 464287655 8994 78579 SH SOLE 0 0 78579 ISHARES TR SHORT TREAS BD 464288679 14192 127836 SH SOLE 0 0 127836 ISHARES TR MIN VOL EAFE ETF 46429B689 17528 282478 SH SOLE 0 0 282478 ISHARES TR ESG USD CORPT 46435G193 225 8759 SH SOLE 0 0 8759 KRANESHARES TR QUADRTC INT RT 500767736 6279 243197 SH SOLE 0 0 243197 NORTHROP GRUMMAN CORP COM 666807102 289 956 SH SOLE 0 0 956 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 252 12197 SH SOLE 0 0 12197 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 350 6762 SH SOLE 0 0 6762 SPDR S&P 500 ETF TR TR UNIT 78462F103 7256 28150 SH SOLE 0 0 28150 SPDR SER TR BLOMBERG BRC INV 78468R200 3037 103316 SH SOLE 0 0 103316 SPDR SER TR MSCI USA STRTGIC 78468R812 15156 198432 SH SOLE 0 0 198432 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 3360 83990 SH SOLE 0 0 83990 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 4411 91981 SH SOLE 0 0 91981 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 14085 136233 SH SOLE 0 0 136233 VERIZON COMMUNICATIONS INC COM 92343V104 1683 31325 SH SOLE 0 0 31325 WISDOMTREE TR YIELD ENHANCD US 97717X511 27984 541797 SH SOLE 0 0 541797