13F-HR filed by Simply Money Advisors
Simply Money Advisors filed this 13F-HR for the quarter ended 2017-12-31, filed 2018-01-09, with 30 holding rows worth $774,214,000.
- Accession
- 0001580642-18-000155
- Filer
- CIK 1538900
- Filed
- 2018-01-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2017
A holdings report, 30 entries on the cover page, a total value of $774,214,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $774,214,000 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 TR CORE S&P 500 ETF | 464287200 | SHS | 531,899 | $143,001,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 778,460 | $85,109,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 694,586 | $75,856,000 | thousands by filing date | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 1,103,368 | $58,876,000 | thousands by filing date | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 353,687 | $43,206,000 | thousands by filing date | |
| JPMORGAN DVRSFD RTRN INTRNL EQT ETF | 46641Q209 | COM | 713,157 | $42,825,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 147,977 | $39,489,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 264,306 | $37,175,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 468,411 | $25,950,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 201,675 | $24,516,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 632,858 | $24,093,000 | thousands by filing date | |
| IJH | 464287507 | COM | 126,103 | $23,932,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 146,387 | $21,636,000 | thousands by filing date | |
| FTSE RAFI 1000 US Lg Cap | 73935X583 | COM | 171,326 | $19,459,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 143,783 | $15,923,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33738R605 | DORSEY WRT 5 ETF | 573,186 | $15,803,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 268,338 | $15,268,000 | thousands by filing date | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 247,813 | $14,658,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 70,952 | $11,688,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 80,988 | $7,300,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 76,999 | $7,275,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 18,911 | $6,532,000 | thousands by filing date | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 25,064 | $3,964,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F437 | COM | 92,884 | $2,782,000 | thousands by filing date | |
| ALPS ETF TR | 00162Q858 | SECTR DIV DOGS | 53,662 | $2,458,000 | thousands by filing date | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 44,154 | $2,326,000 | thousands by filing date | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 11,886 | $1,255,000 | thousands by filing date | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 12,481 | $1,091,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 4,109 | $438,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 4,162 | $330,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001580642-18-000155 | this filing | 2018-01-09 | acceptance time not in the bulk data set |