0001085146-19-001184.txt : 20190417 0001085146-19-001184.hdr.sgml : 20190417 20190416200407 ACCESSION NUMBER: 0001085146-19-001184 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190417 DATE AS OF CHANGE: 20190416 EFFECTIVENESS DATE: 20190417 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: 19752003 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 true false 0001716983 XXXXXXXX 03-31-2019 03-31-2019 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 04-16-2019 0 18 158397 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 406 2019 SH SOLE 0 0 2019 ISHARES TR MSCI EAFE ETF 464287465 973 14995 SH SOLE 0 0 14995 ISHARES TR RUSSELL 2000 ETF 464287655 11471 74929 SH SOLE 0 0 74929 ISHARES TR SHORT TREAS BD 464288679 21926 198303 SH SOLE 0 0 198303 ISHARES TR MIN VOL EAFE ETF 46429B689 19766 274522 SH SOLE 0 0 274522 ISHARES TR ESG 1 5 YR USD 46435G243 215 8602 SH SOLE 0 0 8602 ISHARES US ETF TR INT RT HDG C B 46431W705 23054 246695 SH SOLE 0 0 246695 NORTHROP GRUMMAN CORP COM 666807102 258 956 SH SOLE 0 0 956 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 267 10282 SH SOLE 0 0 10282 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 216 4299 SH SOLE 0 0 4299 SPDR S&P 500 ETF TR TR UNIT 78462F103 4023 14242 SH SOLE 0 0 14242 SPDR SER TR BLOMBERG BRC INV 78468R200 7027 228880 SH SOLE 0 0 228880 SPDR SER TR MSCI USA STRTGIC 78468R812 13051 156961 SH SOLE 0 0 156961 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 1337 53183 SH SOLE 0 0 53183 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 3760 81655 SH SOLE 0 0 81655 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 32806 678502 SH SOLE 0 0 678502 VANGUARD GROUP DIV APP ETF 921908844 16282 148507 SH SOLE 0 0 148507 VERIZON COMMUNICATIONS INC COM 92343V104 1559 26365 SH SOLE 0 0 26365