Financial Network

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

  • Top 5 stock holdings are IVV, SPIB, GSLC, AGG, JPIN, and represent 51.49% of Simply Money Advisors's stock portfolio.
  • Added to shares of these 10 stocks: SPIB (+$75M), VGK (+$7.1M), IEMG (+$6.4M), GSLC (+$5.8M), VUG (+$5.5M), JPIN, PFF, IJS, VCIT, IWV.
  • Started 4 new stock positions in IJS, IVW, EFA, SPIB.
  • Reduced shares in these 10 stocks: IGIB (-$75M), AGG (-$28M), IVV (-$15M), IEI (-$15M), LQD (-$8.9M), SPY (-$5.0M), IJH, VB, MDY, FV.
  • Simply Money Advisors was a net seller of stock by $-55M.
  • Simply Money Advisors has $711M in assets under management (AUM), dropping by -8.19%.
  • Central Index Key (CIK): 0001538900

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Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 34 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 17.7 $126M -10% 475k 265.37
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SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 10.6 $75M NEW 2.2M 33.54
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Goldman Sachs Etf Tr (GSLC) 9.1 $65M +9% 1.2M 53.41
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iShares Lehman Aggregate Bond (AGG) 7.8 $55M -33% 516k 107.25
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J P Morgan Exchange Traded F div rtn int eq (JPIN) 6.3 $45M +4% 748k 59.43
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Vanguard Growth ETF (VUG) 6.0 $43M +14% 303k 141.88
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Spdr S&p 500 Etf (SPY) 4.8 $34M -12% 129k 263.15
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iShares Lehman 3-7 Yr Treasury Bond (IEI) 3.9 $28M -34% 231k 120.62
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iShares Russell 3000 Value Index (IUSV) 3.4 $24M -2% 457k 53.12
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iShares S&P US Pref Stock Idx Fnd (PFF) 3.4 $24M 639k 37.56
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Ishares Inc core msci emkt (IEMG) 3.1 $22M +40% 377k 58.40
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Vanguard European ETF (VGK) 3.0 $22M +49% 371k 58.15
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Vanguard Small-Cap ETF (VB) 2.8 $20M -6% 136k 146.92
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iShares S&P MidCap 400 Index (IJH) 2.8 $20M -16% 106k 187.57
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PowerShares FTSE RAFI US 1000 2.6 $19M 169k 110.18
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First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 2.2 $16M -4% 549k 28.71
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iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.1 $15M -3% 139k 108.93
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.1 $15M -37% 126k 117.39
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Vanguard Information Technology ETF (VGT) 1.6 $12M -3% 68k 171.01
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SPDR S&P Dividend (SDY) 0.9 $6.7M -5% 73k 91.20
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Ishares High Dividend Equity F (HDV) 0.9 $6.6M -4% 78k 84.47
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SPDR S&P MidCap 400 ETF (MDY) 0.8 $5.3M -17% 16k 341.71
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iShares Russell 3000 Index (IWV) 0.6 $3.9M 25k 156.35
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Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.4 $2.6M -3% 89k 29.06
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Alps Etf sectr div dogs (SDOG) 0.3 $2.2M -4% 51k 43.67
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Utilities SPDR (XLU) 0.3 $2.2M -2% 43k 50.53
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Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.2 $1.1M +5% 13k 84.81
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iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.1 $881k -28% 8.5k 103.17
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iShares Lehman MBS Bond Fund (MBB) 0.1 $379k -11% 3.6k 104.67
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Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $206k -37% 2.6k 78.60
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iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $167k NEW 1.1k 150.72
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iShares MSCI EAFE Index Fund (EFA) 0.0 $4.0k NEW 63.00 63.49
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iShares S&P 500 Growth Index (IVW) 0.0 $21k NEW 133.00 157.89
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iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.0 $33k -99% 304.00 108.55
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Past Filings by Simply Money Advisors

SEC 13F filings are viewable for Simply Money Advisors going back to 2011

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