Financial Network

Simply Money Advisors as of Sept. 30, 2015

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 24 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Growth Index (IVW) 13.8 $90M 832k 107.80
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 12.5 $81M 746k 108.60
Spdr S&p 500 Etf (SPY) 10.2 $66M 345k 191.63
PowerShares FTSE RAFI US 1000 9.0 $58M 701k 82.91
iShares Lehman MBS Bond Fund (MBB) 6.8 $44M 401k 109.62
iShares IBoxx $ Invest Grade Corp Bd (LQD) 5.6 $36M 312k 116.09
iShares MSCI EAFE Index Fund (EFA) 5.5 $36M 625k 57.32
iShares Lehman Aggregate Bond (AGG) 5.3 $34M 314k 109.58
SPDR S&P MidCap 400 ETF (MDY) 4.7 $30M 122k 248.89
iShares S&P US Pref Stock Idx Fnd (PFF) 3.6 $23M 597k 38.60
Powershares Senior Loan Portfo mf 3.5 $22M 971k 23.04
PowerShares QQQ Trust, Series 1 3.1 $20M 200k 101.76
Ishares High Dividend Equity F (HDV) 3.0 $19M 279k 69.58
ISHARES TR MSCI Small Cap msci small cap (SCZ) 3.0 $19M 402k 47.77
Wisdomtree Tr intl hedge eqt (HEDJ) 2.7 $18M 323k 54.65
iShares S&P SmallCap 600 Value Idx (IJS) 2.3 $15M 140k 104.79
Vanguard Emerging Markets ETF (VWO) 2.1 $13M 402k 33.09
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 2.0 $13M 125k 105.13
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.1 $7.0M 64k 109.55
SPDR S&P Dividend (SDY) 0.1 $796k 11k 72.16
iShares Russell 3000 Index (IWV) 0.0 $243k 2.1k 113.92
Utilities SPDR (XLU) 0.0 $273k 6.3k 43.22
iShares iBoxx $ High Yid Corp Bond (HYG) 0.0 $269k 3.2k 83.33
Alps Etf sectr div dogs (SDOG) 0.0 $271k 8.0k 33.89