0001085146-19-000214.txt : 20190122 0001085146-19-000214.hdr.sgml : 20190122 20190122173048 ACCESSION NUMBER: 0001085146-19-000214 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190122 DATE AS OF CHANGE: 20190122 EFFECTIVENESS DATE: 20190122 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: 19536091 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 12-31-2018 12-31-2018 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 01-21-2019 0 16 138275 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 412 2019 SH SOLE 0 0 2019 ISHARES TR MSCI EAFE ETF 464287465 778 13238 SH SOLE 0 0 13238 ISHARES TR RUSSELL 2000 ETF 464287655 9652 72086 SH SOLE 0 0 72086 ISHARES TR SHORT TREAS BD 464288679 19077 172953 SH SOLE 0 0 172953 ISHARES TR MIN VOL EAFE ETF 46429B689 18434 276534 SH SOLE 0 0 276534 ISHARES TR ESG 1 5 YR USD 46435G243 215 8804 SH SOLE 0 0 8804 ISHARES US ETF TR INT RT HDG C B 46431W705 20981 231397 SH SOLE 0 0 231397 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 258 10963 SH SOLE 0 0 10963 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 214 4283 SH SOLE 0 0 4283 SPDR S&P 500 ETF TR TR UNIT 78462F103 5583 22341 SH SOLE 0 0 22341 SPDR SER TR BLOMBERG BRC INV 78468R200 2460 81001 SH SOLE 0 0 81001 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 7728 339684 SH SOLE 0 0 339684 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 3579 80073 SH SOLE 0 0 80073 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 33057 697836 SH SOLE 0 0 697836 VANGUARD GROUP DIV APP ETF 921908844 14379 146795 SH SOLE 0 0 146795 VERIZON COMMUNICATIONS INC COM 92343V104 1468 26104 SH SOLE 0 0 26104