Financial Network

Simply Money Advisors as of Dec. 31, 2016

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 29 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 15.3 $106M 472k 224.99
iShares Lehman Aggregate Bond (AGG) 12.8 $89M 820k 108.06
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 11.2 $78M 722k 108.19
Ishares High Dividend Equity F (HDV) 6.7 $46M 565k 82.25
iShares Lehman 3-7 Yr Treasury Bond (IEI) 6.3 $44M 356k 122.51
PowerShares FTSE RAFI US 1000 5.7 $39M 396k 99.55
Spdr S&p 500 Etf (SPY) 5.4 $38M 169k 223.53
iShares IBoxx $ Invest Grade Corp Bd (LQD) 5.3 $37M 314k 117.18
iShares S&P US Pref Stock Idx Fnd (PFF) 5.1 $36M 956k 37.21
Goldman Sachs Etf Tr (GSLC) 4.9 $34M 773k 44.36
iShares Russell 3000 Value Index (IUSV) 2.9 $20M 407k 49.13
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 2.6 $18M 171k 104.94
iShares S&P MidCap 400 Index (IJH) 2.5 $18M 106k 165.34
Vanguard Small-Cap ETF (VB) 2.5 $17M 132k 128.96
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.9 $13M 124k 108.18
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 1.9 $13M 564k 23.14
iShares S&P SmallCap 600 Value Idx (IJS) 1.6 $12M 82k 140.02
SPDR S&P Dividend (SDY) 1.4 $9.7M 113k 85.56
SPDR S&P MidCap 400 ETF (MDY) 0.9 $6.5M 22k 301.72
iShares Russell 3000 Index (IWV) 0.5 $3.4M 26k 132.97
iShares iBoxx $ High Yid Corp Bond (HYG) 0.5 $3.2M 38k 86.54
Alps Etf sectr div dogs (SDOG) 0.5 $3.3M 78k 42.07
Utilities SPDR (XLU) 0.5 $3.2M 65k 48.56
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.3 $2.5M 52k 47.45
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $2.1M 20k 104.80
iShares Lehman MBS Bond Fund (MBB) 0.3 $2.0M 19k 106.33
iShares S&P 500 Growth Index (IVW) 0.1 $1.0M 8.4k 121.76
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $421k 4.9k 85.62
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $306k 3.9k 79.42