Financial Network

Simply Money Advisors as of Dec. 31, 2017

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 30 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 18.5 $143M 532k 268.85
iShares Lehman Aggregate Bond (AGG) 11.0 $85M 779k 109.33
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 9.8 $76M 695k 109.21
Goldman Sachs Etf Tr (GSLC) 7.6 $59M 1.1M 53.36
iShares Lehman 3-7 Yr Treasury Bond (IEI) 5.6 $43M 354k 122.16
J P Morgan Exchange Traded F div rtn int eq (JPIN) 5.5 $43M 713k 60.05
Spdr S&p 500 Etf (SPY) 5.1 $40M 148k 266.86
Vanguard Growth ETF (VUG) 4.8 $37M 264k 140.65
iShares Russell 3000 Value Index (IUSV) 3.4 $26M 468k 55.40
iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.2 $25M 202k 121.56
iShares S&P US Pref Stock Idx Fnd (PFF) 3.1 $24M 633k 38.07
iShares S&P MidCap 400 Index (IJH) 3.1 $24M 126k 189.78
Vanguard Small-Cap ETF (VB) 2.8 $22M 146k 147.80
PowerShares FTSE RAFI US 1000 2.5 $20M 171k 113.58
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.1 $16M 144k 110.74
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 2.0 $16M 573k 27.57
Ishares Inc core msci emkt (IEMG) 2.0 $15M 268k 56.90
Vanguard European ETF (VGK) 1.9 $15M 248k 59.15
Vanguard Information Technology ETF (VGT) 1.5 $12M 71k 164.73
SPDR S&P Dividend (SDY) 0.9 $7.3M 77k 94.48
Ishares High Dividend Equity F (HDV) 0.9 $7.3M 81k 90.14
SPDR S&P MidCap 400 ETF (MDY) 0.8 $6.5M 19k 345.41
iShares Russell 3000 Index (IWV) 0.5 $4.0M 25k 158.16
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.4 $2.8M 93k 29.95
Alps Etf sectr div dogs (SDOG) 0.3 $2.5M 54k 45.81
Utilities SPDR (XLU) 0.3 $2.3M 44k 52.68
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $1.3M 12k 105.59
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $1.1M 13k 87.41
iShares Lehman MBS Bond Fund (MBB) 0.1 $438k 4.1k 106.60
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $330k 4.2k 79.29