Financial Network

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

Simply Money Advisors portfolio companies for March 2016 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
CIU iShares Barclays Inter Crd Bd Fund ETF) 12.07 -2.00% 722001 109.69 109.75
SPY SPDR S&P; 500 ETF 11.72 374080 205.52 205.25
AGG iShares Lehman Aggregate Bond 9.80 +76.00% 580144 110.83 110.29
IVW iShares S&P; 500 Growth Index 8.73 -39.00% 494031 115.89 113.07
PRF PowerShares FTSE RAFI US 1000 8.41 -11.00% 626019 88.15 90.16
MBB iShares Lehman MBS Bond Fund 6.65 398394 109.48 109.62
EFA iShares MSCI EAFE Index Fund 5.40 -4.00% 619632 57.16 62.56
LQD iShares IBoxx $ Invest Grade Corp Bd Fd 5.36 -5.00% 296089 118.82 120.16
MDY SPDR S&P; MidCap 400 ETF 4.59 -5.00% 114636 262.72 268.26
First Tr Exchange Traded Fd dorsey wrt 5 etf 4.37 -3.00% 1327773 21.61 0.00
PFF iShares S&P; US Pref Stock Idx Fnd 3.74 +4.00% 627798 39.03 39.78
Ishares Tr fltg rate nt 3.27 424992 50.42 0.00
VGK Vanguard European ETF 2.67 -3.00% 360914 48.52 53.41
Goldman Sachs Etf Tr 2.46 NEW 385237 41.97 0.00
IJS iShares S&P; SmallCap 600 Value Idx 2.32 -4.00% 134119 113.32 115.06
SHY iShares Lehman 1-3 Year Treas.Bond 2.17 NEW 167266 85.03 84.58
VWO Vanguard Emerging Markets ETF 2.13 +2.00% 404806 34.58 39.44
CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF 2.02 125849 105.42 105.16
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 1.35 +23.00% 79258 111.65 109.49
IWV iShares Russell 3000 Index 0.36 +4.00% 19353 120.86 122.37
SDY SPDR S&P; Dividend 0.14 -13.00% 11308 79.94 76.89
Ishares High Dividend Equity F 0.13 -14.00% 11322 77.99 0.00
XLU Utilities SPDR 0.05 -12.00% 6423 49.67 43.18
Alps Etf sectr div dogs 0.05 -12.00% 8030 38.98 0.00
HYG iShares iBoxx $ High Yid Corp Bond 0.04 -12.00% 3421 81.56 90.34

Past 13F-HR SEC Filings for Simply Money Advisors

View All Filings for Simply Money Advisors