Financial Network

Simply Money Advisors as of Sept. 30, 2016

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 25 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 16.8 $109M 504k 216.30
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 11.2 $73M 653k 111.35
iShares Lehman Aggregate Bond (AGG) 10.9 $71M 628k 112.42
iShares S&P 500 Growth Index (IVW) 8.2 $53M 439k 121.66
iShares IBoxx $ Invest Grade Corp Bd (LQD) 8.0 $52M 419k 123.18
PowerShares FTSE RAFI US 1000 7.5 $49M 521k 93.60
iShares Lehman MBS Bond Fund (MBB) 6.3 $41M 373k 110.09
Ishares High Dividend Equity F (HDV) 5.2 $34M 420k 81.28
iShares S&P Natl AMTFr Mncpl Bd (MUB) 4.5 $29M 261k 112.75
SPDR S&P MidCap 400 ETF (MDY) 4.0 $26M 92k 282.27
iShares S&P US Pref Stock Idx Fnd (PFF) 3.9 $26M 645k 39.50
Goldman Sachs Etf Tr (GSLC) 2.5 $16M 367k 43.57
iShares S&P SmallCap 600 Value Idx (IJS) 2.0 $13M 106k 124.81
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 2.0 $13M 565k 22.90
Vanguard Small-Cap ETF (VB) 2.0 $13M 105k 122.18
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.7 $11M 104k 105.76
SPDR S&P Dividend (SDY) 1.0 $6.6M 78k 84.35
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.5 $3.3M 65k 50.08
iShares Russell 3000 Index (IWV) 0.4 $2.7M 21k 128.17
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $2.3M 26k 87.28
Alps Etf sectr div dogs (SDOG) 0.3 $2.3M 55k 41.58
Utilities SPDR (XLU) 0.3 $2.2M 44k 49.00
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $1.3M 12k 111.84
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $924k 7.3k 126.47
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.0 $286k 3.2k 89.51