Financial Network

Simply Money Advisors as of March 31, 2017

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 29 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 16.3 $116M 491k 237.27
iShares Lehman Aggregate Bond (AGG) 12.1 $86M 795k 108.49
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 10.7 $76M 699k 108.96
iShares Lehman 3-7 Yr Treasury Bond (IEI) 8.7 $62M 503k 123.05
PowerShares FTSE RAFI US 1000 5.7 $41M 398k 102.47
Spdr S&p 500 Etf (SPY) 5.6 $40M 169k 235.74
Goldman Sachs Etf Tr (GSLC) 5.2 $37M 799k 46.78
Ishares High Dividend Equity F (HDV) 4.7 $34M 404k 83.86
iShares S&P MidCap 400 Index (IJH) 4.0 $29M 168k 171.22
iShares S&P SmallCap 600 Value Idx (IJS) 3.5 $25M 179k 138.65
iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.4 $24M 206k 117.91
iShares S&P US Pref Stock Idx Fnd (PFF) 3.4 $24M 621k 38.70
iShares Russell 3000 Value Index (IUSV) 3.0 $22M 426k 50.48
Vanguard Small-Cap ETF (VB) 2.5 $18M 137k 133.28
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.1 $15M 141k 108.95
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 1.9 $14M 570k 24.04
Vanguard Growth ETF (VUG) 1.9 $14M 111k 121.66
SPDR S&P MidCap 400 ETF (MDY) 1.4 $9.8M 31k 312.44
SPDR S&P Dividend (SDY) 1.3 $9.4M 107k 88.14
iShares Russell 3000 Index (IWV) 0.5 $3.6M 26k 139.91
Utilities SPDR (XLU) 0.5 $3.2M 62k 51.32
Alps Etf sectr div dogs (SDOG) 0.5 $3.2M 74k 42.95
iShares iBoxx $ High Yid Corp Bond (HYG) 0.4 $3.2M 36k 87.78
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $1.8M 17k 105.60
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $1.7M 35k 47.93
iShares Lehman MBS Bond Fund (MBB) 0.1 $660k 6.2k 106.59
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.1 $652k 22k 29.57
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $418k 4.8k 86.42
iShares S&P 500 Growth Index (IVW) 0.1 $368k 2.8k 131.52