0001085146-21-000287.txt : 20210128 0001085146-21-000287.hdr.sgml : 20210128 20210127173143 ACCESSION NUMBER: 0001085146-21-000287 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210128 DATE AS OF CHANGE: 20210127 EFFECTIVENESS DATE: 20210128 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: 21561110 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 12-31-2020 12-31-2020 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 01-25-2021 0 23 214599 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 10607 580227 SH SOLE 0 0 580227 ARK ETF TR INNOVATION ETF 00214Q104 517 4149 SH SOLE 0 0 4149 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 468 2019 SH SOLE 0 0 2019 ETF SER SOLUTIONS DISTILLATE US 26922A321 21115 581349 SH SOLE 0 0 581349 INVESCO QQQ TR UNIT SER 1 46090E103 453 1445 SH SOLE 0 0 1445 ISHARES TR BARCLAYS 7 10 YR 464287440 690 5752 SH SOLE 0 0 5752 ISHARES TR ESG AWRE USD ETF 46435G193 253 8920 SH SOLE 0 0 8920 ISHARES TR IBOXX INV CP ETF 464287242 26304 190429 SH SOLE 0 0 190429 ISHARES TR MRNGSTR LG-CP GR 464287119 4563 15741 SH SOLE 0 0 15741 ISHARES TR MSCI EAFE ETF 464287465 1199 16431 SH SOLE 0 0 16431 ISHARES TR RUSSELL 2000 ETF 464287655 14028 71551 SH SOLE 0 0 71551 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 16517 327260 SH SOLE 0 0 327260 KRANESHARES TR QUADRTC INT RT 500767736 7597 271597 SH SOLE 0 0 271597 NORTHROP GRUMMAN CORP COM 666807102 276 905 SH SOLE 0 0 905 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 203 3605 SH SOLE 0 0 3605 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 303 9900 SH SOLE 0 0 9900 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 362 7053 SH SOLE 0 0 7053 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 22884 327518 SH SOLE 0 0 327518 SPDR S&P 500 ETF TR TR UNIT 78462F103 14491 38758 SH SOLE 0 0 38758 VANGUARD INDEX FDS TOTAL STK MKT 922908769 671 3450 SH SOLE 0 0 3450 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 19065 135052 SH SOLE 0 0 135052 VERIZON COMMUNICATIONS INC COM 92343V104 1882 32029 SH SOLE 0 0 32029 WISDOMTREE TR YIELD ENHANCD US 97717X511 50151 934081 SH SOLE 0 0 934081