Financial Network

Latest statistics and disclosures from Simply Money Advisors's latest quarterly 13F-HR filing:

Simply Money Advisors portfolio companies for December 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
IVW iShares S&P; 500 Growth Index 14.25 818141 115.80 113.07
CIU iShares Barclays Inter Crd Bd Fund ETF) 11.96 741248 107.28 109.75
SPY SPDR S&P; 500 ETF 11.52 +8.00% 375626 203.87 205.25
PRF PowerShares FTSE RAFI US 1000 9.25 708421 86.83 90.16
MBB iShares Lehman MBS Bond Fund 6.51 401731 107.70 109.62
EFA iShares MSCI EAFE Index Fund 5.70 +3.00% 645747 58.72 62.56
LQD iShares IBoxx $ Invest Grade Corp Bd Fd 5.36 312530 114.01 120.16
AGG iShares Lehman Aggregate Bond 5.34 +4.00% 328512 108.01 110.29
First Tr Exchange Traded Fd dorsey wrt 5 etf 4.87 NEW 1379797 23.49 0.00
MDY SPDR S&P; MidCap 400 ETF 4.64 121576 254.04 268.26
PFF iShares S&P; US Pref Stock Idx Fnd 3.52 602432 38.85 39.78
Ishares Tr fltg rate nt 3.22 NEW 424721 50.44 0.00
ISHARES TR MSCI Small Cap msci small cap 3.04 404187 49.95 0.00
VGK Vanguard European ETF 2.80 NEW 372774 49.88 53.41
IJS iShares S&P; SmallCap 600 Value Idx 2.29 141016 108.16 115.06
CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF 1.96 124780 104.60 105.16
VWO Vanguard Emerging Markets ETF 1.94 394356 32.71 39.44
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 1.07 63996 110.71 109.49
IWV iShares Russell 3000 Index 0.34 +772.00% 18607 120.33 122.37
SDY SPDR S&P; Dividend 0.15 +18.00% 13121 73.55 76.89
Ishares High Dividend Equity F 0.15 -95.00% 13213 73.41 0.00
XLU Utilities SPDR 0.05 +16.00% 7369 43.29 43.18
HYG iShares iBoxx $ High Yid Corp Bond 0.05 +20.00% 3894 80.64 90.34
Alps Etf sectr div dogs 0.05 +15.00% 9222 35.57 0.00

Past 13F-HR SEC Filings for Simply Money Advisors

View All Filings for Simply Money Advisors