Financial Network

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

Simply Money Advisors portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 12.73 425939 206.43 205.25
CIU iShares Barclays Inter Crd Bd Fund ETF) 11.91 743665 110.67 109.75
IVW iShares S&P; 500 Growth Index 11.31 +34.00% 685445 113.95 113.07
PRF PowerShares FTSE RAFI US 1000 9.06 +39.00% 685267 91.31 90.16
MBB iShares Lehman MBS Bond Fund 6.45 403528 110.34 109.62
LQD iShares IBoxx $ Invest Grade Corp Bd Fd 6.13 +72.00% 347676 121.71 120.16
EFA iShares MSCI EAFE Index Fund 5.69 612866 64.17 62.56
Wisdomtree Tr blmbg us bull 5.56 1343957 28.57 0.00
MDY SPDR S&P; MidCap 400 ETF 4.91 122417 277.24 268.26
Powershares Senior Loan Portfo mf 3.36 962763 24.09 0.00
AGG iShares Lehman Aggregate Bond 3.29 203957 111.43 110.29
QQQQ PowerShares QQQ Trust, Series 1 3.13 204521 105.60 0.00
Wisdomtree Tr intl hedge eqt 3.03 NEW 316641 66.14 0.00
Ishares High Dividend Equity F 2.91 +3.00% 268482 74.99 0.00
ISHARES TR MSCI Small Cap msci small cap 2.87 401256 49.47 0.00
VWO Vanguard Emerging Markets ETF 2.67 +2.00% 450647 40.87 39.44
IJS iShares S&P; SmallCap 600 Value Idx 2.41 139934 118.91 115.06
PFF iShares S&P; US Pref Stock Idx Fnd 1.31 +2.00% 225388 40.11 39.78
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 1.00 62335 110.60 109.49
PEBO Peoples Ban 0.15 NEW 43686 23.65 23.94
SDY SPDR S&P; Dividend 0.06 NEW 5305 78.23 76.89
AAPL Apple 0.04 2163 124.36 123.28
IWV iShares Russell 3000 Index 0.04 +2.00% 2067 123.85 122.37

Past 13F-HR SEC Filings for Simply Money Advisors

View All Filings for Simply Money Advisors