Financial Network

Simply Money Advisors as of June 30, 2015

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 20 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 12.9 $88M 425k 205.85
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 12.0 $82M 749k 108.86
iShares S&P 500 Growth Index (IVW) 11.5 $78M 684k 113.86
PowerShares FTSE RAFI US 1000 9.2 $63M 691k 90.68
iShares IBoxx $ Invest Grade Corp Bd (LQD) 7.2 $49M 424k 115.72
iShares Lehman MBS Bond Fund (MBB) 6.4 $44M 402k 108.62
iShares MSCI EAFE Index Fund (EFA) 5.7 $39M 613k 63.49
iShares Lehman Aggregate Bond (AGG) 5.0 $34M 315k 108.78
SPDR S&P MidCap 400 ETF (MDY) 4.9 $33M 122k 273.20
iShares S&P US Pref Stock Idx Fnd (PFF) 3.4 $23M 593k 39.17
Powershares Senior Loan Portfo mf 3.4 $23M 965k 23.79
PowerShares QQQ Trust, Series 1 3.2 $22M 202k 107.07
ISHARES TR MSCI Small Cap msci small cap (SCZ) 3.0 $20M 398k 51.02
Ishares High Dividend Equity F (HDV) 3.0 $20M 273k 73.57
Wisdomtree Tr intl hedge eqt (HEDJ) 2.9 $20M 321k 61.59
Vanguard Emerging Markets ETF (VWO) 2.7 $19M 456k 40.88
iShares S&P SmallCap 600 Value Idx (IJS) 2.4 $16M 139k 117.76
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.0 $6.8M 62k 108.21
SPDR S&P Dividend (SDY) 0.1 $491k 6.4k 76.25
iShares Russell 3000 Index (IWV) 0.0 $254k 2.0k 123.96