Financial Network

Simply Money Advisors as of March 31, 2015

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 23 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 12.7 $88M 426k 206.43
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 11.9 $82M 744k 110.67
iShares S&P 500 Growth Index (IVW) 11.3 $78M 685k 113.95
PowerShares FTSE RAFI US 1000 9.1 $63M 685k 91.31
iShares Lehman MBS Bond Fund (MBB) 6.5 $45M 404k 110.34
iShares IBoxx $ Invest Grade Corp Bd (LQD) 6.1 $42M 348k 121.71
iShares MSCI EAFE Index Fund (EFA) 5.7 $39M 613k 64.17
Wisdomtree Tr blmbg us bull (USDU) 5.6 $38M 1.3M 28.57
SPDR S&P MidCap 400 ETF (MDY) 4.9 $34M 122k 277.24
Powershares Senior Loan Portfo mf 3.4 $23M 963k 24.09
iShares Lehman Aggregate Bond (AGG) 3.3 $23M 204k 111.43
PowerShares QQQ Trust, Series 1 3.1 $22M 205k 105.60
Wisdomtree Tr intl hedge eqt (HEDJ) 3.0 $21M 317k 66.14
Ishares High Dividend Equity F (HDV) 2.9 $20M 269k 74.99
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.9 $20M 401k 49.47
Vanguard Emerging Markets ETF (VWO) 2.7 $18M 451k 40.87
iShares S&P SmallCap 600 Value Idx (IJS) 2.4 $17M 140k 118.91
iShares S&P US Pref Stock Idx Fnd (PFF) 1.3 $9.0M 225k 40.11
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.0 $6.9M 62k 110.60
Peoples Ban (PEBO) 0.1 $1.0M 44k 23.65
SPDR S&P Dividend (SDY) 0.1 $415k 5.3k 78.23
Apple (AAPL) 0.0 $269k 2.2k 124.36
iShares Russell 3000 Index (IWV) 0.0 $256k 2.1k 123.85