Simply Money Advisors as of March 31, 2014
Portfolio Holdings for Simply Money Advisors
Simply Money Advisors holds 44 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Growth Index (IVW) | 14.5 | $93M | 936k | 99.84 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 10.6 | $68M | 624k | 109.06 | |
| Spdr S&p 500 Etf (SPY) | 10.1 | $65M | 347k | 187.01 | |
| Powershares Senior Loan Portfo mf | 7.5 | $48M | 1.9M | 24.81 | |
| PowerShares FTSE RAFI US 1000 | 6.9 | $44M | 522k | 84.64 | |
| iShares Lehman MBS Bond Fund (MBB) | 6.3 | $41M | 383k | 106.13 | |
| Ishares Tr fltg rate nt (FLOT) | 5.9 | $38M | 752k | 50.71 | |
| Wisdomtree Tr blmbg us bull (USDU) | 5.1 | $33M | 1.3M | 24.96 | |
| iShares MSCI EAFE Index Fund (EFA) | 5.0 | $32M | 474k | 67.20 | |
| Vanguard Emerging Markets ETF (VWO) | 4.7 | $30M | 738k | 40.58 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 4.5 | $29M | 254k | 113.45 | |
| SPDR S&P MidCap 400 ETF (MDY) | 4.3 | $28M | 110k | 250.57 | |
| Vanguard European ETF (VGK) | 4.3 | $28M | 467k | 58.95 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.6 | $23M | 220k | 105.48 | |
| iShares MSCI EAFE Value Index (EFV) | 2.5 | $16M | 283k | 57.58 | |
| Wisdomtree Tr em lcl debt (ELD) | 2.5 | $16M | 350k | 45.87 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 1.1 | $6.8M | 175k | 39.03 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.6 | $3.8M | 35k | 107.06 | |
| Apple (AAPL) | 0.0 | $163k | 303.00 | 537.95 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $189k | 1.8k | 107.63 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $209k | 1.9k | 112.55 | |
| Walt Disney Company (DIS) | 0.0 | $104k | 1.3k | 80.06 | |
| U.S. Bancorp (USB) | 0.0 | $44k | 1.0k | 42.55 | |
| Johnson & Johnson (JNJ) | 0.0 | $79k | 800.00 | 98.75 | |
| Yum! Brands (YUM) | 0.0 | $61k | 808.00 | 75.50 | |
| ConocoPhillips (COP) | 0.0 | $41k | 588.00 | 69.73 | |
| Philip Morris International (PM) | 0.0 | $49k | 600.00 | 81.67 | |
| Blackrock Build America Bond Trust (BBN) | 0.0 | $41k | 2.0k | 20.36 | |
| America Movil Sab De Cv spon adr l | 0.0 | $12k | 605.00 | 19.83 | |
| Comcast Corporation (CMCSA) | 0.0 | $0 | 1.00 | 0.00 | |
| McDonald's Corporation (MCD) | 0.0 | $29k | 300.00 | 96.67 | |
| At&t (T) | 0.0 | $28k | 800.00 | 35.00 | |
| Office Depot | 0.0 | $0 | 17.00 | 0.00 | |
| Altria (MO) | 0.0 | $22k | 600.00 | 36.67 | |
| Procter & Gamble Company (PG) | 0.0 | $24k | 296.00 | 81.08 | |
| J.M. Smucker Company (SJM) | 0.0 | $0 | 1.00 | 0.00 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $5.0k | 81.00 | 61.73 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $0 | 2.00 | 0.00 | |
| SPDR Barclays Capital High Yield B | 0.0 | $29k | 700.00 | 41.43 | |
| Invesco Insured Municipal Income Trust (IIM) | 0.0 | $32k | 2.2k | 14.62 | |
| Phillips 66 (PSX) | 0.0 | $23k | 294.00 | 78.23 | |
| Duke Energy (DUK) | 0.0 | $24k | 333.00 | 72.07 | |
| Mondelez Int (MDLZ) | 0.0 | $14k | 415.00 | 33.73 | |
| Kraft Foods | 0.0 | $8.0k | 138.00 | 57.97 |
