Financial Network

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

Simply Money Advisors portfolio companies for September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
SPDR S&P; 500 ETF (SPY) 16.77 503663 -4.00% 216.30 205.25
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 11.19 653170 -4.00% 111.35 109.75
iShares Lehman Aggregate Bond (AGG) 10.86 627936 +13.00% 112.42 110.29
iShares S&P; 500 Growth Index (IVW) 8.22 438881 -4.00% 121.66 113.07
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 7.95 419235 +30.00% 123.18 120.16
PowerShares FTSE RAFI US 1000 (PRF) 7.50 520518 -4.00% 93.60 90.16
iShares Lehman MBS Bond Fund (MBB) 6.32 373073 -3.00% 110.09 109.62
Ishares High Dividend Equity F 5.25 419732 +10.00% 81.28 0.00
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 4.53 260784 +6.00% 112.75 109.49
SPDR S&P; MidCap 400 ETF (MDY) 3.98 91503 -4.00% 282.27 268.26
iShares S&P; US Pref Stock Idx Fnd (PFF) 3.92 645369 +2.00% 39.50 39.78
Goldman Sachs Etf Tr 2.46 366662 -4.00% 43.57 0.00
iShares S&P; SmallCap 600 Value Idx (IJS) 2.04 106335 -5.00% 124.81 115.06
First Tr Exchange Traded Fd dorsey wrt 5 etf 1.99 565100 -52.00% 22.90 0.00
Vanguard Small-Cap ETF (VB) 1.97 104498 NEW 122.18 118.34
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 1.70 104152 -53.00% 105.76 105.16
SPDR S&P; Dividend (SDY) 1.01 78111 +148.00% 84.35 76.89
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.50 65060 NEW 50.08 0.00
iShares Russell 3000 Index (IWV) 0.42 21160 -3.00% 128.17 122.37
iShares iBoxx $ High Yid Corp Bond (HYG) 0.35 26078 +151.00% 87.28 90.34
Alps Etf sectr div dogs 0.35 54909 +147.00% 41.58 0.00
Utilities SPDR (XLU) 0.33 44347 +153.00% 49.00 43.18
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.21 12017 +202.00% 111.84 106.48
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.14 7306 +203.00% 126.47 122.65
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.04 3195 +44.00% 89.51 86.66

Past 13F-HR SEC Filings for Simply Money Advisors

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