0001085146-21-002041.txt : 20210721 0001085146-21-002041.hdr.sgml : 20210721 20210720215639 ACCESSION NUMBER: 0001085146-21-002041 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210721 DATE AS OF CHANGE: 20210720 EFFECTIVENESS DATE: 20210721 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: 211102633 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 06-30-2021 06-30-2021 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 07-19-2021 0 25 220850 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ARK ETF TR INNOVATION ETF 00214Q104 521 3981 SH SOLE 0 0 3981 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 598 2150 SH SOLE 0 0 2150 ETF SER SOLUTIONS DISTILLATE US 26922A321 21526 516329 SH SOLE 0 0 516329 INVESCO QQQ TR UNIT SER 1 46090E103 387 1092 SH SOLE 0 0 1092 ISHARES TR AGGRES ALLOC ETF 464289859 604 8556 SH SOLE 0 0 8556 ISHARES TR BARCLAYS 7 10 YR 464287440 501 4337 SH SOLE 0 0 4337 ISHARES TR ESG AWRE USD ETF 46435G193 257 9255 SH SOLE 0 0 9255 ISHARES TR GRWT ALLOCAT ETF 464289867 1073 19162 SH SOLE 0 0 19162 ISHARES TR IBOXX INV CP ETF 464287242 772 5746 SH SOLE 0 0 5746 ISHARES TR MODERT ALLOC ETF 464289875 290 6441 SH SOLE 0 0 6441 ISHARES TR MSCI EAFE ETF 464287465 1131 14334 SH SOLE 0 0 14334 ISHARES TR RUSSELL 2000 ETF 464287655 14599 63646 SH SOLE 0 0 63646 ISHARES U S ETF TR INT RT HDG C B 46431W705 26298 273079 SH SOLE 0 0 273079 KRANESHARES TR QUADRTC INT RT 500767736 17851 646300 SH SOLE 0 0 646300 NORTHROP GRUMMAN CORP COM 666807102 321 883 SH SOLE 0 0 883 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 202 3129 SH SOLE 0 0 3129 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 281 8535 SH SOLE 0 0 8535 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 376 7336 SH SOLE 0 0 7336 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 24074 318317 SH SOLE 0 0 318317 SPDR S&P 500 ETF TR TR UNIT 78462F103 19707 46037 SH SOLE 0 0 46037 SPDR SER TR BLOMBERG BRC INV 78468R200 16768 547071 SH SOLE 0 0 547071 VANGUARD INDEX FDS TOTAL STK MKT 922908769 381 1710 SH SOLE 0 0 1710 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 19650 126948 SH SOLE 0 0 126948 VERIZON COMMUNICATIONS INC COM 92343V104 1777 31719 SH SOLE 0 0 31719 WISDOMTREE TR INTRST RATE HDGE 97717W380 50905 1082162 SH SOLE 0 0 1082162