Skip to content

13F-HR filed by Simply Money Advisors

Simply Money Advisors filed this 13F-HR for the quarter ended 2015-12-31, filed 2016-01-19, with 24 holding rows worth $664,981,000.

Accession
0001580642-16-006310
Filed
2016-01-19
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2015

A holdings report, 24 entries on the cover page, a total value of $664,981,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $664,981,000 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 filedCUSIPClassAmountValueValue read asType
iShares S&P 500 Growth ETF464287309SHS818,141$94,741,000thousands by filing date
ISHARES TR464288638ISHS 5-10YR INVT741,248$79,521,000thousands by filing date
SPY78462F103SHS375,626$76,579,000thousands by filing date
FTSE RAFI 1000 US Lg Cap73935X583COM708,421$61,512,000thousands by filing date
iShares MBS ETF464288588SHS401,731$43,266,000thousands by filing date
ISHARES TR464287465MSCI EAFE ETF645,747$37,918,000thousands by filing date
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS312,530$35,632,000thousands by filing date
iShares Core US Aggregate Bond ETF464287226SHS328,512$35,483,000thousands by filing date
FIRST TR EXCHANGE TRADED FD33738R605DORSEY WRT 5 ETF1,379,797$32,411,000thousands by filing date
SPDR S&P Midcap 400 ETF Trust78467Y107SHS121,576$30,885,000thousands by filing date
ISHARES TR464288687COM602,432$23,404,000thousands by filing date
iShares Floating Rate Bond ETF46429B655SHS424,721$21,423,000thousands by filing date
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF404,187$20,189,000thousands by filing date
Vanguard FTSE Europe ETF922042874SHS372,774$18,594,000thousands by filing date
iShares S&P Small-Cap 600 Value ETF464287879SHS141,016$15,252,000thousands by filing date
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF124,780$13,052,000thousands by filing date
VWO922042858SHS394,356$12,899,000thousands by filing date
ISHARES TR464288414NATIONAL MUN ETF63,996$7,085,000thousands by filing date
ISHARES TR464287689RUSSELL 3000 ETF18,607$2,239,000thousands by filing date
ISHARES TR46429B663CORE HIGH DV ETF13,213$970,000thousands by filing date
SPDR S&P Dividend ETF78464A763SHS13,121$965,000thousands by filing date
ALPS ETF TR00162Q858SECTR DIV DOGS9,222$328,000thousands by filing date
Utilities Select Sector SPDR Fund81369Y886SHS7,369$319,000thousands by filing date
ISHARES TR464288513IBOXX HI YD ETF3,894$314,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001580642-16-006310this filing2016-01-19acceptance time not in the bulk data set