13F-HR filed by Simply Money Advisors
Simply Money Advisors filed this 13F-HR for the quarter ended 2013-12-31, filed 2014-01-22, with 88 holding rows worth $594,678,000.
- Accession
- 0000910472-14-000168
- Filer
- CIK 1538900
- Filed
- 2014-01-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2013
A holdings report, 88 entries on the cover page, a total value of $594,678,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $594,678,000 with VALUE read as thousands by filing date, 13F file number 028-14609. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF | 464287309 | SHS | 779,161 | $76,942,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 641,618 | $69,218,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 335,000 | $61,871,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 512,360 | $53,577,000 | thousands by filing date | |
| POWERSHARES | 73936Q769 | EXCHANGE TRADED | 1,951,669 | $48,558,000 | thousands by filing date | |
| FTSE RAFI 1000 US Lg Cap | 73935X583 | COM | 503,124 | $41,729,000 | thousands by filing date | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 758,164 | $38,454,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 452,913 | $30,388,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 684,341 | $28,154,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 242,855 | $27,020,000 | thousands by filing date | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 443,583 | $26,083,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 105,688 | $25,809,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 220,493 | $23,253,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X867 | CMN | 345,068 | $15,880,000 | thousands by filing date | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 271,389 | $15,523,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 187,099 | $6,891,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 35,047 | $3,636,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 10,291 | $838,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 302 | $169,000 | thousands by filing date | |
| BOB EVANS FARMS | 096761101 | COM | 1,805 | $91,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 1,315 | $65,000 | thousands by filing date | |
| YUM BRANDS INC COM | 988498101 | Stock | 840 | $64,000 | thousands by filing date | |
| iShares Gold Trust | 464285105 | ISHARES | 4,200 | $49,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 335 | $39,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 409 | $37,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 491 | $34,000 | thousands by filing date | |
| HANCOCK JOHN PFD INCOME FD I | 41021P103 | COM | 2,115 | $33,000 | thousands by filing date | |
| GAP INC COM | 364760108 | Stock | 819 | $32,000 | thousands by filing date | |
| CME Group Inc. Class A | 12572Q105 | COM | 185 | $15,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 540 | $14,000 | thousands by filing date | |
| AMERICA MOVIL SA DE CV-ADR | 02364W105 | SPON ADR L SHS | 605 | $14,000 | thousands by filing date | |
| ALTAIR NANOTECHNOLOGIES INC | 021373303 | COM PAR $0.001 | 3,333 | $13,000 | thousands by filing date | |
| AK STEEL HOLDING CORP | 001547108 | COM | 1,500 | $12,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 100 | $11,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 349 | $10,000 | thousands by filing date | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 78 | $9,000 | thousands by filing date | |
| HANCOCK JOHN PFD INCOME FD | 41013W108 | SH BEN INT | 500 | $9,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 90 | $7,000 | thousands by filing date | |
| SILVER STD RES INC | 82823L106 | COM | 1,000 | $7,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 141 | $5,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 51 | $5,000 | thousands by filing date | |
| HERSHEY CO COM | 427866108 | Stock | 50 | $5,000 | thousands by filing date | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 100 | $5,000 | thousands by filing date | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 91 | $5,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 210 | $4,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 47 | $4,000 | thousands by filing date | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 80 | $4,000 | thousands by filing date | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 89 | $4,000 | thousands by filing date | |
| RETAIL PPTYS AMER INC | 76131V202 | CL A | 351 | $4,000 | thousands by filing date | |
| AMERIGAS PARTNERS MLP | 030975106 | COM | 100 | $4,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 35 | $3,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 80 | $3,000 | thousands by filing date | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 80 | $3,000 | thousands by filing date | |
| MOSAIC CO COM | 61945C103 | Stock | 69 | $3,000 | thousands by filing date | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 93 | $3,000 | thousands by filing date | |
| HANCOCK WHITNEY CORPORATION | 410120109 | COM | 73 | $3,000 | thousands by filing date | |
| TOTALENERGIES SE | 89151E109 | SPONSORED ADS | 43 | $3,000 | thousands by filing date | |
| JACOBS ENGINEERING GROUP INC | 469814107 | COM | 46 | $3,000 | thousands by filing date | |
| BLACKBERRY LTD COM | 09228F103 | Stock | 412 | $3,000 | thousands by filing date | |
| PEOPLE'S UNITED FINANCIAL INC | 712704105 | COM | 171 | $3,000 | thousands by filing date | |
| BAKER HUGHES INC | 057224107 | COM | 48 | $3,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 55 | $2,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 20 | $2,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 56 | $2,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 22 | $2,000 | thousands by filing date | |
| CLOROX CO DEL | 189054109 | COM | 25 | $2,000 | thousands by filing date | |
| KROGER CO COM | 501044101 | Stock | 40 | $2,000 | thousands by filing date | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 23 | $2,000 | thousands by filing date | |
| PPL CORP COM | 69351T106 | Stock | 71 | $2,000 | thousands by filing date | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 40 | $2,000 | thousands by filing date | |
| NCR VOYIX CORPORATION | 62886E108 | COM | 62 | $2,000 | thousands by filing date | |
| ROYAL DUTCH SHELL PLC SPN ADR | 780259206 | SPONS ADR A | 25 | $2,000 | thousands by filing date | |
| APACHE CORP | 037411105 | COM | 29 | $2,000 | thousands by filing date | |
| AETNA INC NEW | 00817Y108 | COM | 30 | $2,000 | thousands by filing date | |
| STAPLES INC | 855030102 | COM | 100 | $2,000 | thousands by filing date | |
| PAYCHEX INC | 704326107 | COM | 25 | $1,000 | thousands by filing date | |
| ROGERS COMMUNICATIONS INC CL B | 775109200 | Stock | 25 | $1,000 | thousands by filing date | |
| KEYCORP COM | 493267108 | Stock | 111 | $1,000 | thousands by filing date | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 25 | $1,000 | thousands by filing date | |
| PENNANTPARK INVESTMENT CORPORA | 708062104 | COM | 50 | $1,000 | thousands by filing date | |
| BARRICK GOLD CORP | 067901108 | COM | 47 | $1,000 | thousands by filing date | |
| MFS MULTIMARKET INCOME TR | 552737108 | SH BEN INT | 82 | $1,000 | thousands by filing date | |
| FRONTIER COMMUNICATIONS CORP | 35906A108 | COM | 315 | $1,000 | thousands by filing date | |
| LSI CORPORATION | 502161102 | COM | 58 | $1,000 | thousands by filing date | |
| ALCATEL-LUCENT | 013904305 | SPONSORED ADR | 195 | $1,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CEMEX SAB DE CV SPON ADR NEW | 151290889 | ADR | 4 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SMUCKER J M CO | 832696405 | COM NEW | 4 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000910472-14-000168 | this filing | 2014-01-22 | acceptance time not in the bulk data set |