Financial Network

Latest statistics and disclosures from Simply Money Advisors's latest quarterly 13F-HR filing:

Simply Money Advisors portfolio companies for December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
iShares S&P; 500 Index (IVV) 15.28 471554 NEW 224.99 235.39
iShares Lehman Aggregate Bond (AGG) 12.76 820226 +30.00% 108.06 108.36
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 11.25 721955 +10.00% 108.19 108.75
Ishares High Dividend Equity F 6.69 564577 +34.00% 82.25 0.00
iShares Lehman 3-7 Yr Treasury Bond (IEI) 6.28 355925 +4771.00% 122.51 122.88
PowerShares FTSE RAFI US 1000 (PRF) 5.67 395716 -23.00% 99.55 101.48
SPDR S&P; 500 ETF (SPY) 5.43 168810 -66.00% 223.53 233.86
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 5.30 313996 -25.00% 117.18 117.72
iShares S&P; US Pref Stock Idx Fnd (PFF) 5.12 956205 +48.00% 37.21 38.46
Goldman Sachs Etf Tr 4.94 772884 +110.00% 44.36 0.00
iShares Russell 3000 Value Index (IWW) 2.88 407211 NEW 49.13 131.04
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 2.58 170607 +63.00% 104.94 105.16
iShares S&P; MidCap 400 Index (IJH) 2.52 105661 NEW 165.34 168.66
Vanguard Small-Cap ETF (VB) 2.45 132014 +26.00% 128.96 130.63
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.92 123584 -52.00% 108.18 108.78
First Tr Exchange Traded Fd dorsey wrt 5 etf 1.88 564387 23.14 0.00
iShares S&P; SmallCap 600 Value Idx (IJS) 1.65 81955 -22.00% 140.02 135.23
SPDR S&P; Dividend (SDY) 1.40 113319 +45.00% 85.56 87.81
SPDR S&P; MidCap 400 ETF (MDY) 0.94 21646 -76.00% 301.72 307.78
iShares Russell 3000 Index (IWV) 0.49 25638 +21.00% 132.97 138.57
iShares iBoxx $ High Yid Corp Bond (HYG) 0.47 37496 +43.00% 86.54 86.83
Alps Etf sectr div dogs 0.47 78082 +42.00% 42.07 0.00
Utilities SPDR (XLU) 0.45 64947 +46.00% 48.56 51.89
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.35 51785 -20.00% 47.45 0.00
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.30 19953 +66.00% 104.80 105.48
iShares Lehman MBS Bond Fund (MBB) 0.28 18556 -95.00% 106.33 106.38
iShares S&P; 500 Growth Index (IVW) 0.15 8361 -98.00% 121.76 130.50
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.06 4917 +53.00% 85.62 86.15
Vanguard Short Term Corporate Bond ETF (VCSH) 0.04 3853 NEW 79.42 79.67

Past 13F-HR SEC Filings for Simply Money Advisors

View All Filings