Financial Network

Simply Money Advisors as of Sept. 30, 2014

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 23 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 12.8 $84M 768k 109.31
Spdr S&p 500 Etf (SPY) 10.5 $69M 351k 197.02
PowerShares FTSE RAFI US 1000 9.3 $61M 693k 87.92
iShares Lehman MBS Bond Fund (MBB) 6.9 $45M 418k 108.11
iShares S&P 500 Value Index (IVE) 5.8 $38M 425k 90.07
iShares MSCI EAFE Index Fund (EFA) 5.7 $38M 587k 64.12
Wisdomtree Tr blmbg us bull (USDU) 5.3 $35M 1.3M 26.09
iShares S&P 500 Growth Index (IVW) 5.3 $35M 325k 106.82
Vanguard European ETF (VGK) 4.9 $32M 579k 55.22
SPDR S&P MidCap 400 ETF (MDY) 4.5 $30M 119k 249.32
iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.6 $24M 200k 118.22
Powershares Senior Loan Portfo mf 3.5 $23M 959k 24.28
iShares Lehman Aggregate Bond (AGG) 3.4 $22M 206k 109.11
PowerShares QQQ Trust, Series 1 3.0 $20M 202k 98.79
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.8 $19M 383k 48.50
Ishares Tr fltg rate nt (FLOT) 2.8 $18M 355k 50.83
Vanguard Emerging Markets ETF (VWO) 2.7 $18M 429k 41.71
iShares S&P Latin America 40 Index (ILF) 2.6 $17M 464k 36.88
iShares S&P SmallCap 600 Value Idx (IJS) 2.2 $15M 136k 107.29
iShares S&P US Pref Stock Idx Fnd (PFF) 1.3 $8.8M 223k 39.52
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.8 $5.4M 49k 109.68
Apple (AAPL) 0.0 $216k 2.1k 100.65
iShares Russell 3000 Index (IWV) 0.0 $226k 1.9k 116.62