Financial Network

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

Simply Money Advisors portfolio companies for June 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 12.89 425229 205.85 205.25
CIU iShares Barclays Inter Crd Bd Fund ETF) 12.00 749162 108.86 109.75
IVW iShares S&P; 500 Growth Index 11.46 683988 113.86 113.07
PRF PowerShares FTSE RAFI US 1000 9.23 691433 90.68 90.16
LQD iShares IBoxx $ Invest Grade Corp Bd Fd 7.22 +21.00% 423583 115.72 120.16
MBB iShares Lehman MBS Bond Fund 6.43 402310 108.62 109.62
EFA iShares MSCI EAFE Index Fund 5.73 612720 63.49 62.56
AGG iShares Lehman Aggregate Bond 5.05 +54.00% 315275 108.78 110.29
MDY SPDR S&P; MidCap 400 ETF 4.90 121922 273.20 268.26
PFF iShares S&P; US Pref Stock Idx Fnd 3.42 +162.00% 592542 39.17 39.78
Powershares Senior Loan Portfo mf 3.38 964638 23.79 0.00
QQQQ PowerShares QQQ Trust, Series 1 3.18 201871 107.07 0.00
ISHARES TR MSCI Small Cap msci small cap 2.99 398367 51.02 0.00
Ishares High Dividend Equity F 2.95 272533 73.57 0.00
Wisdomtree Tr intl hedge eqt 2.91 320882 61.59 0.00
VWO Vanguard Emerging Markets ETF 2.74 455543 40.88 39.44
IJS iShares S&P; SmallCap 600 Value Idx 2.42 139423 117.76 115.06
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 0.99 62433 108.21 109.49
SDY SPDR S&P; Dividend 0.07 +21.00% 6439 76.25 76.89
IWV iShares Russell 3000 Index 0.04 2049 123.96 122.37

Past 13F-HR SEC Filings for Simply Money Advisors

View All Filings for Simply Money Advisors