Financial Network

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

Simply Money Advisors portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
iShares S&P; 500 Index (IVV) 16.29 490733 +4.00% 237.27 239.56
iShares Lehman Aggregate Bond (AGG) 12.07 795221 -3.00% 108.49 109.25
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 10.66 699208 -3.00% 108.96 109.60
iShares Lehman 3-7 Yr Treasury Bond (IEI) 8.65 502588 +41.00% 123.05 123.72
PowerShares FTSE RAFI US 1000 (PRF) 5.71 398034 102.47 102.63
SPDR S&P; 500 ETF (SPY) 5.56 168459 235.74 238.08
Goldman Sachs Etf Tr 5.23 798743 +3.00% 46.78 0.00
Ishares High Dividend Equity F 4.74 404049 -28.00% 83.86 0.00
iShares S&P; MidCap 400 Index (IJH) 4.03 168286 +59.00% 171.22 172.59
iShares S&P; SmallCap 600 Value Idx (IJS) 3.48 179254 +118.00% 138.65 139.36
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 3.41 206440 -34.00% 117.91 118.99
iShares S&P; US Pref Stock Idx Fnd (PFF) 3.36 621079 -35.00% 38.70 39.01
iShares Russell 3000 Value Index (IWW) 3.01 425833 +4.00% 50.48 131.04
Vanguard Small-Cap ETF (VB) 2.55 136760 +3.00% 133.28 134.42
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 2.15 141251 +14.00% 108.95 109.33
First Tr Exchange Traded Fd dorsey wrt 5 etf 1.92 569834 24.04 0.00
Vanguard Growth ETF (VUG) 1.90 111423 NEW 121.66 124.43
SPDR S&P; MidCap 400 ETF (MDY) 1.37 31424 +45.00% 312.44 314.85
SPDR S&P; Dividend (SDY) 1.32 107125 -5.00% 88.14 88.66
iShares Russell 3000 Index (IWV) 0.50 25717 139.91 141.34
Utilities SPDR (XLU) 0.45 62223 -4.00% 51.32 51.70
Alps Etf sectr div dogs 0.45 74183 -4.00% 42.95 0.00
iShares iBoxx $ High Yid Corp Bond (HYG) 0.44 35907 -4.00% 87.78 88.12
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.25 16827 -15.00% 105.60 106.60
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.24 35241 -31.00% 47.93 0.00
iShares Lehman MBS Bond Fund (MBB) 0.09 6192 -66.00% 106.59 106.99
Vaneck Vectors Etf Tr fallen angel hg 0.09 22052 NEW 29.57 0.00
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.06 4837 86.42 87.15
iShares S&P; 500 Growth Index (IVW) 0.05 2798 -66.00% 131.52 134.11

Past 13F-HR SEC Filings for Simply Money Advisors

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