Financial Network

Simply Money Advisors as of June 30, 2014

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 21 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 10.7 $70M 358k 195.72
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 10.3 $68M 617k 110.19
PowerShares FTSE RAFI US 1000 9.4 $62M 698k 88.44
Vanguard European ETF (VGK) 7.8 $51M 851k 59.95
Powershares Senior Loan Portfo mf 7.0 $46M 1.9M 24.87
iShares Lehman MBS Bond Fund (MBB) 6.7 $44M 406k 108.22
iShares S&P 500 Value Index (IVE) 5.8 $38M 422k 90.28
iShares MSCI EAFE Index Fund (EFA) 5.7 $38M 549k 68.37
Ishares Tr fltg rate nt (FLOT) 5.6 $37M 726k 50.80
iShares S&P 500 Growth Index (IVW) 5.4 $36M 337k 105.19
Wisdomtree Tr blmbg us bull (USDU) 5.0 $33M 1.3M 24.59
SPDR S&P MidCap 400 ETF (MDY) 4.7 $31M 119k 260.56
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.2 $21M 203k 105.68
Vanguard Emerging Markets ETF (VWO) 3.0 $20M 453k 43.13
iShares MSCI EAFE Value Index (EFV) 2.8 $19M 317k 58.57
Wisdomtree Tr em lcl debt (ELD) 2.6 $17M 355k 47.54
iShares S&P SmallCap 600 Value Idx (IJS) 2.3 $15M 134k 115.43
iShares S&P US Pref Stock Idx Fnd (PFF) 1.4 $8.9M 223k 39.91
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.6 $3.8M 35k 108.66
iShares Lehman Aggregate Bond (AGG) 0.0 $203k 1.9k 109.14
iShares Russell 3000 Index (IWV) 0.0 $225k 1.9k 117.74