Financial Network

Simply Money Advisors as of Dec. 31, 2015

Portfolio Holdings for Simply Money Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Growth Index (IVW) 14.2 $95M 818k 115.80
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 12.0 $80M 741k 107.28
Spdr S&p 500 Etf (SPY) 11.5 $77M 376k 203.87
PowerShares FTSE RAFI US 1000 9.2 $62M 708k 86.83
iShares Lehman MBS Bond Fund (MBB) 6.5 $43M 402k 107.70
iShares MSCI EAFE Index Fund (EFA) 5.7 $38M 646k 58.72
iShares IBoxx $ Invest Grade Corp Bd (LQD) 5.4 $36M 313k 114.01
iShares Lehman Aggregate Bond (AGG) 5.3 $36M 329k 108.01
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 4.9 $32M 1.4M 23.49
SPDR S&P MidCap 400 ETF (MDY) 4.6 $31M 122k 254.04
iShares S&P US Pref Stock Idx Fnd (PFF) 3.5 $23M 602k 38.85
Ishares Tr fltg rate nt (FLOT) 3.2 $21M 425k 50.44
ISHARES TR MSCI Small Cap msci small cap (SCZ) 3.0 $20M 404k 49.95
Vanguard European ETF (VGK) 2.8 $19M 373k 49.88
iShares S&P SmallCap 600 Value Idx (IJS) 2.3 $15M 141k 108.16
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 2.0 $13M 125k 104.60
Vanguard Emerging Markets ETF (VWO) 1.9 $13M 394k 32.71
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.1 $7.1M 64k 110.71
iShares Russell 3000 Index (IWV) 0.3 $2.2M 19k 120.33
SPDR S&P Dividend (SDY) 0.1 $965k 13k 73.55
Ishares High Dividend Equity F (HDV) 0.1 $970k 13k 73.41
Utilities SPDR (XLU) 0.1 $319k 7.4k 43.29
iShares iBoxx $ High Yid Corp Bond (HYG) 0.1 $314k 3.9k 80.64
Alps Etf sectr div dogs (SDOG) 0.1 $328k 9.2k 35.57