Financial Network

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

Simply Money Advisors portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 10.66 +3.00% 358226 195.72 200.59
CIU iShares Barclays Inter Crd Bd Fund ETF) 10.34 616895 110.19 110.00
PRF PowerShares FTSE RAFI US 1000 9.38 +33.00% 697738 88.44 90.14
VGK Vanguard European ETF 7.76 +82.00% 851091 59.95 57.70
Powershares Senior Loan Portfo mf 7.01 -4.00% 1853817 24.87 0.00
MBB iShares Lehman MBS Bond Fund 6.68 +6.00% 405663 108.22 108.10
IVE iShares S&P; 500 Value Index 5.79 +21092300.00% 421848 90.28 92.07
EFA iShares MSCI EAFE Index Fund 5.71 +15.00% 549437 68.37 66.83
Ishares Tr fltg rate nt 5.61 -3.00% 725552 50.80 0.00
IVW iShares S&P; 500 Growth Index 5.40 -63.00% 337247 105.19 108.53
Wisdomtree Tr blmbg us bull 5.00 1337440 24.59 0.00
MDY SPDR S&P; MidCap 400 ETF 4.70 +7.00% 118528 260.56 263.54
CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF 3.25 -7.00% 202452 105.68 105.39
VWO Vanguard Emerging Markets ETF 2.97 -38.00% 453418 43.13 45.40
EFV iShares MSCI EAFE Value Index 2.83 +12.00% 317441 58.57 57.05
Wisdomtree Tr em lcl debt fd 2.57 355089 47.54 0.00
IJS iShares S&P; SmallCap 600 Value Idx 2.34 -47.00% 133476 115.43 115.02
PFF iShares S&P; US Pref Stock Idx Fnd 1.36 +27.00% 223372 39.91 39.78
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 0.58 34860 108.66 109.49
AGG iShares Lehman Aggregate Bond 0.03 +5.00% 1860 109.14 109.58
IWV iShares Russell 3000 Index 0.03 +2.00% 1911 117.74 119.93

Past 13F-HR SEC Filings for Simply Money Advisors

View All Filings for Simply Money Advisors