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 June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 16.92 +3% 509492 243.41
iShares Lehman Aggregate Bond (AGG) 11.82 791613 109.51
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 10.32 689522 109.78
iShares Lehman 3-7 Yr Treasury Bond (IEI) 8.45 501413 123.57
SPDR S&P; 500 ETF (SPY) 5.50 166767 241.80
Goldman Sachs Etf Tr 5.41 +3% 824528 48.11
J P Morgan Exchange Traded F div rtn int eq 5.04 NEW 658173 56.17
PowerShares FTSE RAFI US 1000 (PRF) 3.86 -31% 273419 103.37
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 3.36 204214 120.51
iShares S&P; US Pref Stock Idx Fnd (PFF) 3.34 625488 39.17
Vanguard Growth ETF (VUG) 3.19 +65% 184305 127.04
iShares Russell 3000 Value Index (IWW) 3.09 +4% 444944 50.94
iShares S&P; MidCap 400 Index (IJH) 2.77 -30% 116621 173.95
Vanguard Small-Cap ETF (VB) 2.62 +3% 141497 135.54
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 2.32 +9% 154347 110.12
First Tr Exchange Traded Fd dorsey wrt 5 etf 1.96 578557 24.83
iShares S&P; SmallCap 600 Value Idx (IJS) 1.45 -57% 76239 139.82
Vanguard European ETF (VGK) 1.38 NEW 183225 55.14
Vanguard Information Technology ETF (VGT) 1.33 NEW 69177 140.84
Ishares High Dividend Equity F 1.21 -73% 107150 83.13
SPDR S&P; Dividend (SDY) 1.16 -10% 95573 88.88
SPDR S&P; MidCap 400 ETF (MDY) 0.92 -32% 21146 317.60
iShares Russell 3000 Index (IWV) 0.52 +2% 26270 144.00
Vaneck Vectors Etf Tr fallen angel hg 0.48 +433% 117564 29.64
Utilities SPDR (XLU) 0.39 -10% 55673 51.96
Alps Etf sectr div dogs 0.39 -9% 67021 42.67
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.25 17021 106.63
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.25 +5% 37308 48.70
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.13 +131% 11180 87.57
iShares Lehman MBS Bond Fund (MBB) 0.09 -3% 5969 106.72
iShares S&P; 500 Growth Index (IVW) 0.05 -3% 2701 136.99
Vanguard Short Term Corporate Bond ETF (VCSH) 0.04 NEW 3653 79.93

Past 13F-HR SEC Filings by Simply Money Advisors

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