Financial Network

Simply Money Advisors as of June 30, 2017

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 32 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 16.9 $124M 510k 243.41
iShares Lehman Aggregate Bond (AGG) 11.8 $87M 792k 109.51
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 10.3 $76M 690k 109.78
iShares Lehman 3-7 Yr Treasury Bond (IEI) 8.4 $62M 501k 123.57
Spdr S&p 500 Etf (SPY) 5.5 $40M 167k 241.80
Goldman Sachs Etf Tr (GSLC) 5.4 $40M 825k 48.11
J P Morgan Exchange Traded F div rtn int eq (JPIN) 5.0 $37M 658k 56.17
PowerShares FTSE RAFI US 1000 3.9 $28M 273k 103.37
iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.4 $25M 204k 120.51
iShares S&P US Pref Stock Idx Fnd (PFF) 3.3 $25M 626k 39.17
Vanguard Growth ETF (VUG) 3.2 $23M 184k 127.04
iShares Russell 3000 Value Index (IUSV) 3.1 $23M 445k 50.94
iShares S&P MidCap 400 Index (IJH) 2.8 $20M 117k 173.95
Vanguard Small-Cap ETF (VB) 2.6 $19M 142k 135.54
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.3 $17M 154k 110.12
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 2.0 $14M 579k 24.83
iShares S&P SmallCap 600 Value Idx (IJS) 1.4 $11M 76k 139.82
Vanguard European ETF (VGK) 1.4 $10M 183k 55.14
Vanguard Information Technology ETF (VGT) 1.3 $9.7M 69k 140.84
Ishares High Dividend Equity F (HDV) 1.2 $8.9M 107k 83.13
SPDR S&P Dividend (SDY) 1.2 $8.5M 96k 88.88
SPDR S&P MidCap 400 ETF (MDY) 0.9 $6.7M 21k 317.60
iShares Russell 3000 Index (IWV) 0.5 $3.8M 26k 144.00
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.5 $3.5M 118k 29.64
Utilities SPDR (XLU) 0.4 $2.9M 56k 51.96
Alps Etf sectr div dogs (SDOG) 0.4 $2.9M 67k 42.67
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $1.8M 17k 106.63
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $1.8M 37k 48.70
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $979k 11k 87.57
iShares Lehman MBS Bond Fund (MBB) 0.1 $637k 6.0k 106.72
iShares S&P 500 Growth Index (IVW) 0.1 $370k 2.7k 136.99
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $292k 3.7k 79.93