Financial Network

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

Companies in the Simply Money Advisors portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 17.44 520967 +2% 252.93
iShares Lehman Aggregate Bond (AGG) 11.22 773537 -2% 109.59
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 10.09 691957 110.16
iShares Lehman 3-7 Yr Treasury Bond (IEI) 8.27 505541 123.51
Goldman Sachs Etf Tr 5.59 845516 +2% 49.92
SPDR S&P; 500 ETF (SPY) 5.47 164424 251.23
J P Morgan Exchange Traded F div rtn int eq 5.31 693310 +5% 57.91
Vanguard Growth ETF (VUG) 3.72 211717 +14% 132.75
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 3.25 202825 121.23
iShares S&P; US Pref Stock Idx Fnd (PFF) 3.24 630221 38.81
iShares Russell 3000 Value Index (IWW) 3.19 460714 +3% 52.35
iShares S&P; MidCap 400 Index (IJH) 2.89 121955 +4% 178.90
Vanguard Small-Cap ETF (VB) 2.73 146047 +3% 141.32
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 2.53 172196 +11% 110.87
PowerShares FTSE RAFI US 1000 (PRF) 2.48 174833 -36% 107.15
First Tr Exchange Traded Fd dorsey wrt 5 etf 2.04 588128 26.17
Vanguard European ETF (VGK) 1.90 245576 +34% 58.33
Ishares Inc core msci emkt 1.89 264121 NEW 54.02
Vanguard Information Technology ETF (VGT) 1.43 71036 +2% 151.99
SPDR S&P; Dividend (SDY) 1.01 83450 -12% 91.34
Ishares High Dividend Equity F 1.01 88506 -17% 85.95
SPDR S&P; MidCap 400 ETF (MDY) 0.91 21178 326.33
iShares Russell 3000 Index (IWV) 0.49 24565 -6% 149.28
Vaneck Vectors Etf Tr fallen angel hg 0.41 103142 -12% 30.31
Utilities SPDR (XLU) 0.34 48560 -12% 53.05
Alps Etf sectr div dogs 0.34 58863 -12% 44.07
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.23 36120 -3% 48.92
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.21 14571 -14% 106.51
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.15 12815 +14% 88.02
iShares Lehman MBS Bond Fund (MBB) 0.07 5070 -15% 107.10
iShares S&P; SmallCap 600 Value Idx (IJS) 0.06 3003 -96% 148.19
iShares S&P; 500 Growth Index (IVW) 0.05 2711 143.49
Vanguard Short Term Corporate Bond ETF (VCSH) 0.04 4173 +14% 80.04

Past 13F-HR SEC Filings by Simply Money Advisors

View All Filings