Financial Network

Simply Money Advisors as of Dec. 31, 2014

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 24 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 12.9 $87M 425k 205.54
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 12.2 $82M 753k 109.33
iShares S&P 500 Growth Index (IVW) 8.4 $57M 509k 111.60
PowerShares FTSE RAFI US 1000 6.6 $45M 491k 91.43
iShares Lehman MBS Bond Fund (MBB) 6.6 $45M 408k 109.32
iShares MSCI EAFE Index Fund (EFA) 5.5 $38M 616k 60.84
Wisdomtree Tr blmbg us bull (USDU) 5.4 $37M 1.4M 27.07
SPDR S&P MidCap 400 ETF (MDY) 4.8 $32M 121k 263.97
iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.6 $24M 202k 119.41
Powershares Senior Loan Portfo mf 3.4 $23M 951k 24.03
iShares Lehman Aggregate Bond (AGG) 3.3 $22M 203k 110.12
PowerShares QQQ Trust, Series 1 3.1 $21M 205k 103.25
iShares Cohen & Steers Realty Maj. (ICF) 3.0 $20M 208k 96.84
Ishares High Dividend Equity F (HDV) 2.9 $20M 260k 76.54
Vanguard European ETF (VGK) 2.8 $19M 356k 52.41
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.7 $18M 394k 46.71
Jp Morgan Alerian Mlp Index 2.7 $18M 397k 45.95
Ishares Tr fltg rate nt (FLOT) 2.6 $18M 351k 50.54
Vanguard Emerging Markets ETF (VWO) 2.6 $18M 439k 40.02
iShares S&P SmallCap 600 Value Idx (IJS) 2.4 $16M 139k 117.94
iShares S&P US Pref Stock Idx Fnd (PFF) 1.3 $8.7M 220k 39.44
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.0 $6.9M 63k 110.34
Apple (AAPL) 0.0 $238k 2.2k 110.44
iShares Russell 3000 Index (IWV) 0.0 $246k 2.0k 122.39