0001085146-20-002630.txt : 20201023 0001085146-20-002630.hdr.sgml : 20201023 20201023170623 ACCESSION NUMBER: 0001085146-20-002630 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201023 DATE AS OF CHANGE: 20201023 EFFECTIVENESS DATE: 20201023 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: 201258398 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 09-30-2020 09-30-2020 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 10-21-2020 0 22 200754 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 9883 544535 SH SOLE 0 544535 0 ARK ETF TR INNOVATION ETF 00214Q104 419 4557 SH SOLE 0 4557 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 430 2019 SH SOLE 0 2019 0 ETF SER SOLUTIONS DISTILLATE US 26922A321 19847 608253 SH SOLE 0 608253 0 ISHARES TR ESG AWRE USD ETF 46435G193 246 8865 SH SOLE 0 8865 0 ISHARES TR MSCI EAFE ETF 464287465 1132 17789 SH SOLE 0 17789 0 ISHARES TR US TREAS BD ETF 46429B267 11491 411142 SH SOLE 0 411142 0 ISHARES TR RUSSELL 2000 ETF 464287655 12973 86607 SH SOLE 0 86607 0 ISHARES TR BARCLAYS 7 10 YR 464287440 678 5564 SH SOLE 0 5564 0 ISHARES TR SHORT TREAS BD 464288679 15796 142688 SH SOLE 0 142688 0 ISHARES TR IBOXX INV CP ETF 464287242 22703 168536 SH SOLE 0 168536 0 KRANESHARES TR QUADRTC INT RT 500767736 7132 260097 SH SOLE 0 260097 0 NORTHROP GRUMMAN CORP COM 666807102 286 905 SH SOLE 0 905 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 264 9882 SH SOLE 0 9882 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 362 7034 SH SOLE 0 7034 0 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 21319 344749 SH SOLE 0 344749 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 18381 54886 SH SOLE 0 54886 0 SPDR SER TR SPDR BLOOMBERG 78468R663 214 2334 SH SOLE 0 2334 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 614 3608 SH SOLE 0 3608 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 17921 139287 SH SOLE 0 139287 0 VERIZON COMMUNICATIONS INC COM 92343V104 1762 29612 SH SOLE 0 29612 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 36901 685631 SH SOLE 0 685631 0