13F-HR filed by Simply Money Advisors
Simply Money Advisors filed this 13F-HR for the quarter ended 2014-12-31, filed 2015-01-12, with 24 holding rows worth $675,475,000.
- Accession
- 0001580642-15-000178
- Filer
- CIK 1538900
- Filed
- 2015-01-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2014
A holdings report, 24 entries on the cover page, a total value of $675,475,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $675,475,000 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 |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 424,483 | $87,248,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 752,652 | $82,287,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 509,327 | $56,841,000 | thousands by filing date | |
| FTSE RAFI 1000 US Lg Cap | 73935X583 | COM | 490,523 | $44,849,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 408,059 | $44,609,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 615,606 | $37,453,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W471 | BLMBG US BULL | 1,352,380 | $36,609,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 121,435 | $32,055,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 201,498 | $24,061,000 | thousands by filing date | |
| POWERSHARES | 73936Q769 | EXCHANGE TRADED | 950,945 | $22,851,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 202,891 | $22,342,000 | thousands by filing date | |
| PowerShares QQQ Trust Unit Ser | 73935A104 | COM | 204,592 | $21,124,000 | thousands by filing date | |
| ISHARES TR | 464287564 | SELECT US REIT | 208,357 | $20,177,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 259,479 | $19,861,000 | thousands by filing date | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 356,204 | $18,669,000 | thousands by filing date | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 393,772 | $18,393,000 | thousands by filing date | |
| JP MORGAN CHASE & CO | 46625H365 | EXCHANGE TRADED | 396,877 | $18,236,000 | thousands by filing date | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 350,633 | $17,721,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 438,824 | $17,562,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 139,189 | $16,416,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 220,244 | $8,686,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 62,905 | $6,941,000 | thousands by filing date | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 2,010 | $246,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 2,155 | $238,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001580642-15-000178 | this filing | 2015-01-12 | acceptance time not in the bulk data set |