Financial Network

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

Simply Money Advisors portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 12.92 +20.00% 424483 205.54 204.97
CIU iShares Barclays Inter Crd Bd Fund ETF) 12.18 752652 109.33 110.74
IVW iShares S&P; 500 Growth Index 8.41 +56.00% 509327 111.60 112.78
PRF PowerShares FTSE RAFI US 1000 6.64 -29.00% 490523 91.43 90.55
MBB iShares Lehman MBS Bond Fund 6.60 -2.00% 408059 109.32 110.08
EFA iShares MSCI EAFE Index Fund 5.54 +4.00% 615606 60.84 61.36
Wisdomtree Tr blmbg us bull 5.42 1352380 27.07 0.00
MDY SPDR S&P; MidCap 400 ETF 4.75 +2.00% 121435 263.97 264.56
LQD iShares IBoxx $ Invest Grade Corp Bd Fd 3.56 201498 119.41 122.28
Powershares Senior Loan Portfo mf 3.38 950945 24.03 0.00
AGG iShares Lehman Aggregate Bond 3.31 202891 110.12 111.71
QQQQ PowerShares QQQ Trust, Series 1 3.13 204592 103.25 0.00
ICF iShares Cohen & Steers Realty Maj. 2.99 NEW 208357 96.84 105.74
Ishares High Dividend Equity F 2.94 NEW 259479 76.54 0.00
VGK Vanguard European ETF 2.76 -38.00% 356204 52.41 52.81
ISHARES TR MSCI Small Cap msci small cap 2.72 +2.00% 393772 46.71 0.00
Jp Morgan Alerian Mlp Index 2.70 NEW 396877 45.95 0.00
Ishares Tr fltg rate nt 2.62 350633 50.54 0.00
VWO Vanguard Emerging Markets ETF 2.60 +2.00% 438824 40.02 41.66
IJS iShares S&P; SmallCap 600 Value Idx 2.43 +2.00% 139189 117.94 114.23
PFF iShares S&P; US Pref Stock Idx Fnd 1.29 220244 39.44 39.82
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 1.03 +28.00% 62905 110.34 111.71
AAPL Apple 0.04 2155 110.44 112.98
IWV iShares Russell 3000 Index 0.04 +3.00% 2010 122.39 121.94

Past 13F-HR SEC Filings for Simply Money Advisors

View All Filings for Simply Money Advisors