Financial Network

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

Simply Money Advisors portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
CIU iShares Barclays Inter Crd Bd Fund ETF) 12.78 +24.00% 767569 109.31 110.10
SPY SPDR S&P; 500 ETF 10.54 351292 197.02 196.43
PRF PowerShares FTSE RAFI US 1000 9.28 693225 87.92 87.41
MBB iShares Lehman MBS Bond Fund 6.88 +3.00% 418168 108.11 109.19
IVE iShares S&P; 500 Value Index 5.82 424578 90.07 89.46
EFA iShares MSCI EAFE Index Fund 5.73 +6.00% 587192 64.12 62.23
Wisdomtree Tr blmbg us bull 5.34 1344730 26.09 0.00
IVW iShares S&P; 500 Growth Index 5.28 -3.00% 324542 106.82 106.74
VGK Vanguard European ETF 4.86 -32.00% 578463 55.22 53.24
MDY SPDR S&P; MidCap 400 ETF 4.51 118669 249.32 250.76
LQD iShares IBoxx $ Invest Grade Corp Bd Fd 3.61 NEW 200353 118.22 119.75
Powershares Senior Loan Portfo mf 3.55 -48.00% 959444 24.28 0.00
AGG iShares Lehman Aggregate Bond 3.42 +10955.00% 205641 109.11 110.27
QQQQ PowerShares QQQ Trust, Series 1 3.03 NEW 201694 98.79 0.00
ISHARES TR MSCI Small Cap msci small cap 2.83 NEW 383302 48.50 0.00
Ishares Tr fltg rate nt 2.75 -51.00% 354824 50.83 0.00
VWO Vanguard Emerging Markets ETF 2.73 -5.00% 429230 41.71 41.47
ILF iShares S&P; Latin America 40 Index 2.61 NEW 464063 36.88 35.48
IJS iShares S&P; SmallCap 600 Value Idx 2.23 +2.00% 136271 107.29 109.63
PFF iShares S&P; US Pref Stock Idx Fnd 1.34 223154 39.52 39.65
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 0.82 +40.00% 49080 109.68 109.98
AAPL Apple 0.03 NEW 2146 100.65 105.22
IWV iShares Russell 3000 Index 0.03 1938 116.62 116.66

Past 13F-HR SEC Filings for Simply Money Advisors

View All Filings for Simply Money Advisors