Simply Money Advisors — Inside Their 13F Portfolio

CIK: 0001538900

Momentum followerQuality / disciplined sizingDiversified strategy

Total reported value

$710.8M

Reporting period: 2018-03-31 · Number of holdings: 34

Simply Money Advisors disclosed 34 holdings in its latest 13F filing for the period ending 2018-03-31, with total reported value of $710.8M and a quarterly turnover rate of 36.2%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 30.74
Portfolio Stability: 36.16
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 68
Sizing Uniformity: 87.11

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim IGIB
-100.0%　-$75.8M
Trim AGG
-33.7%　-$29.8M
Trim IEI
-34.6%　-$15.3M
Add GSLC
+9.8%　$5.8M
Add VUG
+14.5%　$5.8M
Add VGK
+49.6%　$6.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	17.74%	-0.73%	-10.68%
2	SPIB	Ss Spdr P Int C CORP ETF	ETF-Other	10.61%	+10.61%	NEW
3	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	9.10%	+1.50%	+9.77%
4	AGG	Ishares Core U.s. Aggregate	ETF-Other	7.78%	-3.21%	-33.72%
5	JPIN	JPM Diversified Ret Intl Eq	ETF-Other	6.26%	+0.73%	+4.93%
6	VUG	Vanguard Growth ETF	ETF-Other	6.04%	+1.24%	+14.54%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	4.77%	-0.33%	-12.91%
8	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	3.93%	-1.65%	-34.57%
9	IUSV	Ishares Core S&p U.s. Value	ETF-Other	3.42%	+0.07%	-2.43%
10	PFF	Ishares Preferred & Income S	ETF-Other	3.38%	+0.27%	+0.98%
11	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	3.10%	+1.13%	+40.58%
12	VGK	Vanguard Ftse Europe ETF	ETF-Other	3.03%	+1.14%	+49.59%
13	VB	Vanguard Small-cap ETF	ETF-Other	2.82%	+0.03%	-6.80%
14	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.79%	-0.30%	-16.16%
15	PRFUSD	Invesco Ftse Rafi US 1000 Et	ETF-Other	2.61%	+0.10%	-1.56%
16	FV	First Trust Dw Focus 5 Fund	ETF-Other	2.22%	+0.18%	-4.17%
17	MUB	Ishares National Muni Bond E	ETF-Other	2.14%	+0.07%	-3.11%
18	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	2.08%	-1.09%	-37.47%
19	VGT	Vanguard Info Tech ETF	ETF-Tech	1.64%	+0.13%	-3.92%
20	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.94%	—	-5.18%
21	HDV	Ishares Core High Dividend E	ETF-Other	0.92%	-0.02%	-4.19%
22	MDY	State Street Spdr S&p Midcap	ETF-Other	0.75%	-0.09%	-17.90%
23	IWV	Ishares Russell 3000 ETF	ETF-Other	0.55%	+0.04%	+0.65%
24	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	0.36%	—	-3.89%
25	SDOG	Alps Sector Dividend Dogs	ETF-Other	0.32%	—	-4.15%
26	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.31%	+0.01%	-2.16%
27	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.16%	+0.02%	+5.81%
28	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.12%	-0.04%	-28.16%
29	MBB	Ishares Mbs ETF	ETF-Other	0.05%	-0.01%	-11.88%
30	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.03%	-0.01%	-37.03%
31	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.02%	+0.02%	NEW
32	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	—	-9.80%	-99.96%
33	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	—	—	NEW
34	EFA	Ishares Msci Eafe ETF	ETF-Other	—	—	NEW

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2018-03-31	34	$710.8M	36	1IVV 2SPIB 3GSLC Top holdings2018-03-31 1.IVV 2.SPIB 3.GSLC 4.AGG 5.JPIN 6.VUG 7.SPY 8.IEI 9.IUSV 10.PFF
2017-12-31	30	$774.2M	10	1IVV 2AGG 3IGIB Top holdings2017-12-31 1.IVV 2.AGG 3.IGIB 4.GSLC 5.IEI 6.JPIN 7.SPY 8.VUG 9.IUSV 10.LQD
2017-09-30	33	$755.5M	10	1IVV 2AGG 3IGIB Top holdings2017-09-30 1.IVV 2.AGG 3.IGIB 4.IEI 5.GSLC 6.SPY 7.JPIN 8.VUG 9.LQD 10.PFF
2017-06-30	32	$733.2M	21	1IVV 2AGG 3IGIB Top holdings2017-06-30 1.IVV 2.AGG 3.IGIB 4.IEI 5.SPY 6.GSLC 7.JPIN 8.PRFUSD 9.LQD 10.PFF
2017-03-31	29	$714.9M	21	1IVV 2AGG 3IGIB Top holdings2017-03-31 1.IVV 2.AGG 3.IGIB 4.IEI 5.PRFUSD 6.SPY 7.GSLC 8.HDV 9.IJH 10.IJS
2016-12-31	29	$694.6M	74	1IVV 2AGG 3IGIB Top holdings2016-12-31 1.IVV 2.AGG 3.IGIB 4.HDV 5.IEI 6.PRFUSD 7.SPY 8.LQD 9.PFF 10.GSLC
2016-09-30	25	$649.7M	16	1SPY 2IGIB 3AGG Top holdings2016-09-30 1.SPY 2.IGIB 3.AGG 4.IVW 5.LQD 6.PRFUSD 7.MBB 8.HDV 9.MUB 10.MDY
2016-06-30	30	$649.6M	33	1SPY 2IGIB 3AGG Top holdings2016-06-30 1.SPY 2.IGIB 3.AGG 4.IVW 5.PRFUSD 6.MBB 7.LQD 8.HDV 9.MUB 10.FV
2016-03-31	25	$656.0M	21	1IGIB 2SPY 3AGG Top holdings2016-03-31 1.IGIB 2.SPY 3.AGG 4.IVW 5.PRFUSD 6.MBB 7.EFA 8.LQD 9.MDY 10.FV
2015-12-31	24	$665.0M	28	1IVW 2IGIB 3SPY Top holdings2015-12-31 1.IVW 2.IGIB 3.SPY 4.PRFUSD 5.MBB 6.EFA 7.LQD 8.AGG 9.FV 10.MDY
2015-09-30	24	$647.8M	13	1IVW 2IGIB 3SPY Top holdings2015-09-30 1.IVW 2.IGIB 3.SPY 4.PRFUSD 5.MBB 6.LQD 7.EFA 8.AGG 9.MDY 10.PFF
2015-06-30	20	$679.3M	11	1SPY 2IGIB 3IVW Top holdings2015-06-30 1.SPY 2.IGIB 3.IVW 4.PRFUSD 5.LQD 6.MBB 7.EFA 8.AGG 9.MDY 10.PFF
2015-03-31	23	$690.8M	24	1SPY 2IGIB 3IVW Top holdings2015-03-31 1.SPY 2.IGIB 3.IVW 4.PRFUSD 5.MBB 6.LQD 7.EFA 8.USDU 9.MDY 10.73936Q
2014-12-31	24	$675.5M	29	1SPY 2IGIB 3IVW Top holdings2014-12-31 1.SPY 2.IGIB 3.IVW 4.PRFUSD 5.MBB 6.EFA 7.USDU 8.MDY 9.LQD 10.73936Q
2014-09-30	23	$656.7M	38	1IGIB 2SPY 3PRFUSD Top holdings2014-09-30 1.IGIB 2.SPY 3.PRFUSD 4.MBB 5.IVE 6.EFA 7.USDU 8.IVW 9.VGK 10.MDY
2014-06-30	21	$657.5M	29	1SPY 2IGIB 3PRFUSD Top holdings2014-06-30 1.SPY 2.IGIB 3.PRFUSD 4.VGK 5.73936Q 6.MBB 7.IVE 8.EFA 9.FLOT 10.IVW
2014-03-31	44	$643.5M	13	1IVW 2IGIB 3SPY Top holdings2014-03-31 1.IVW 2.IGIB 3.SPY 4.73936Q 5.PRFUSD 6.MBB 7.FLOT 8.USDU 9.EFA 10.VWO
2013-12-31	88	$594.7M	37	1IVW 2IGIB 3SPY Top holdings2013-12-31 1.IVW 2.IGIB 3.SPY 4.MBB 5.73936Q 6.PRFUSD 7.FLOT 8.EFA 9.VWO 10.IJS
2013-09-30	119	$587.5M	41	1IGIB 2SPY 3MBB Top holdings2013-09-30 1.IGIB 2.SPY 3.MBB 4.73936Q 5.IVW 6.FLOT 7.PRFUSD 8.OEF 9.EFA 10.EFV
2013-06-30	434	$561.0M	0	1SPY 2MBB 3IGIB Top holdings2013-06-30 1.SPY 2.MBB 3.IGIB 4.IEF 5.LQD 6.ELD 7.IVW 8.OEF 9.73936Q 10.IGSB

Holding changes this quarter

Simply Money Advisors's most significant position changes for 2018-03-31: New buy: Ss Spdr P Int C CORP ETF (SPIB); New buy: Ishares S&p Small-cap 600 Va (IJS); New buy: Ishares S&p 500 Growth ETF (IVW); New buy: Ishares Msci Eafe ETF (EFA); Trim: Ishares 5-10y Inv Grade CORP (IGIB) — shares -99.96%.

Position changes disclosed by Simply Money Advisors for the quarter ending 2018-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GSLC	Goldman Activebeta US Lc ETF	+1.5%	+9.77%	Add
2	VUG	Vanguard Growth ETF	+1.2%	+14.54%	Add
3	VGK	Vanguard Ftse Europe ETF	+1.1%	+49.59%	Add
4	IEMG	Ishares Core Msci Emerging	+1.1%	+40.58%	Add
5	JPIN	JPM Diversified Ret Intl Eq	+0.7%	+4.93%	Add
6	PFF	Ishares Preferred & Income S	+0.3%	+0.98%	Add
7	FV	First Trust Dw Focus 5 Fund	+0.2%	-4.17%	Trim
8	VGT	Vanguard Info Tech ETF	+0.1%	-3.92%	Trim
9	PRFUSD	Invesco Ftse Rafi US 1000 Et	+0.1%	-1.56%	Trim
10	IUSV	Ishares Core S&p U.s. Value	+0.1%	-2.43%	Trim
11	MUB	Ishares National Muni Bond E	+0.1%	-3.11%	Trim
12	IWV	Ishares Russell 3000 ETF	0%	+0.65%	Add
13	VB	Vanguard Small-cap ETF	0%	-6.80%	Trim
14	VCIT	Vanguard Int-term Corporate	0%	+5.81%	Add
15	XLU	St Sr Utl Sl Se Spdr Etf-usd	0%	-2.16%	Trim
16	SDY	Ss Spdr S&p Dividend ETF	—	-5.18%	Trim
17	SDOG	Alps Sector Dividend Dogs	—	-4.15%	Trim
18	ANGL	Vaneck Fallen Angel High Yld	—	-3.89%	Trim
19	VCSH	Vanguard S/t CORP Bond ETF	0%	-37.03%	Trim
20	MBB	Ishares Mbs ETF	0%	-11.88%	Trim
21	HDV	Ishares Core High Dividend E	0%	-4.19%	Trim
22	IEF	Ishares 7-10 Year Treasury B	0%	-28.16%	Trim
23	MDY	State Street Spdr S&p Midcap	-0.1%	-17.90%	Trim
24	IJH	Ishares Core S&p Midcap ETF	-0.3%	-16.16%	Trim
25	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	-12.91%	Trim
26	IVV	Ishares Core S&p 500 ETF	-0.7%	-10.68%	Trim
27	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-1.1%	-37.47%	Trim
28	IEI	Ishares 3-7 Year Treasury Bo	-1.7%	-34.57%	Trim
29	AGG	Ishares Core U.s. Aggregate	-3.2%	-33.72%	Trim
30	IGIB	Ishares 5-10y Inv Grade CORP	-9.8%	-99.96%	Trim
31	SPIB	Ss Spdr P Int C CORP ETF	—	NEW	New buy
32	IJS	Ishares S&p Small-cap 600 Va	—	NEW	New buy
33	IVW	Ishares S&p 500 Growth ETF	—	NEW	New buy
34	EFA	Ishares Msci Eafe ETF	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2018-03-31	2018-04-17	13F-HR	View on EDGAR
2017-12-31	2018-01-09	13F-HR	View on EDGAR
2017-09-30	2017-10-20	13F-HR	View on EDGAR
2017-06-30	2017-07-21	13F-HR	View on EDGAR
2017-03-31	2017-04-18	13F-HR	View on EDGAR
2016-12-31	2017-02-10	13F-HR	View on EDGAR
2016-09-30	2016-10-07	13F-HR	View on EDGAR
2016-06-30	2016-07-20	13F-HR	View on EDGAR
2016-03-31	2016-04-19	13F-HR	View on EDGAR
2015-12-31	2016-01-19	13F-HR	View on EDGAR
2015-09-30	2015-10-22	13F-HR	View on EDGAR
2015-06-30	2015-08-04	13F-HR	View on EDGAR
2015-03-31	2015-04-06	13F-HR	View on EDGAR
2014-12-31	2015-01-12	13F-HR	View on EDGAR
2014-09-30	2014-10-10	13F-HR	View on EDGAR
2014-06-30	2014-07-17	13F-HR	View on EDGAR
2014-03-31	2014-04-24	13F-HR	View on EDGAR
2013-12-31	2014-01-22	13F-HR	View on EDGAR
2013-09-30	2013-10-17	Amendment	View on EDGAR
2013-09-30	2013-10-15	13F-HR	View on EDGAR
2013-06-30	2013-07-15	13F-HR	View on EDGAR

FAQ

What is Simply Money Advisors and what type of investor is it?

Simply Money Advisors is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2018-03-31), the firm manages a tracked equity portfolio valued at approximately $710.8M, spread across 34 disclosed positions.

What are Simply Money Advisors's largest equity positions?

Based on the latest 13F filing, Simply Money Advisors's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $126.1M (17.7%) 2. Ss Spdr P Int C CORP ETF (SPIB) — $75.4M (10.6%) 3. Goldman Activebeta US Lc ETF (GSLC) — $64.7M (9.1%) 4. Ishares Core U.s. Aggregate (AGG) — $55.3M (7.8%) 5. JPM Diversified Ret Intl Eq (JPIN) — $44.5M (6.3%)

What changes did Simply Money Advisors make in its most recent portfolio filing?

In the latest reported quarter, Simply Money Advisors made 34 notable position adjustments: 4 new positions were initiated, 8 existing holdings were added to, 22 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ss Spdr P Int C CORP ETF (SPIB); New buy: Ishares S&p Small-cap 600 Va (IJS); New buy: Ishares S&p 500 Growth ETF (IVW); New buy: Ishares Msci Eafe ETF (EFA); Trim: Ishares 5-10y Inv Grade CORP (IGIB) — shares -99.96%

What sectors does Simply Money Advisors focus on?

Sector breakdown data is not yet available for Simply Money Advisors. Check back after the next 13F processing cycle.

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Simply Money Advisors — Inside Their 13F Portfolio

CIK: 0001538900

Momentum followerQuality / disciplined sizingDiversified strategy

Total reported value

$710.8M

Reporting period: 2018-03-31 · Number of holdings: 34

Simply Money Advisors disclosed 34 holdings in its latest 13F filing for the period ending 2018-03-31, with total reported value of $710.8M and a quarterly turnover rate of 36.2%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 30.74
Portfolio Stability: 36.16
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 68
Sizing Uniformity: 87.11

Recent moves

Trim IGIB
-100.0%　-$75.8M
Trim AGG
-33.7%　-$29.8M
Trim IEI
-34.6%　-$15.3M
Add GSLC
+9.8%　$5.8M
Add VUG
+14.5%　$5.8M
Add VGK
+49.6%　$6.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	17.74%	-0.73%	-10.68%
2	SPIB	Ss Spdr P Int C CORP ETF	ETF-Other	10.61%	+10.61%	NEW
3	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	9.10%	+1.50%	+9.77%
4	AGG	Ishares Core U.s. Aggregate	ETF-Other	7.78%	-3.21%	-33.72%
5	JPIN	JPM Diversified Ret Intl Eq	ETF-Other	6.26%	+0.73%	+4.93%
6	VUG	Vanguard Growth ETF	ETF-Other	6.04%	+1.24%	+14.54%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	4.77%	-0.33%	-12.91%
8	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	3.93%	-1.65%	-34.57%
9	IUSV	Ishares Core S&p U.s. Value	ETF-Other	3.42%	+0.07%	-2.43%
10	PFF	Ishares Preferred & Income S	ETF-Other	3.38%	+0.27%	+0.98%
11	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	3.10%	+1.13%	+40.58%
12	VGK	Vanguard Ftse Europe ETF	ETF-Other	3.03%	+1.14%	+49.59%
13	VB	Vanguard Small-cap ETF	ETF-Other	2.82%	+0.03%	-6.80%
14	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.79%	-0.30%	-16.16%
15	PRFUSD	Invesco Ftse Rafi US 1000 Et	ETF-Other	2.61%	+0.10%	-1.56%
16	FV	First Trust Dw Focus 5 Fund	ETF-Other	2.22%	+0.18%	-4.17%
17	MUB	Ishares National Muni Bond E	ETF-Other	2.14%	+0.07%	-3.11%
18	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	2.08%	-1.09%	-37.47%
19	VGT	Vanguard Info Tech ETF	ETF-Tech	1.64%	+0.13%	-3.92%
20	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.94%	—	-5.18%
21	HDV	Ishares Core High Dividend E	ETF-Other	0.92%	-0.02%	-4.19%
22	MDY	State Street Spdr S&p Midcap	ETF-Other	0.75%	-0.09%	-17.90%
23	IWV	Ishares Russell 3000 ETF	ETF-Other	0.55%	+0.04%	+0.65%
24	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	0.36%	—	-3.89%
25	SDOG	Alps Sector Dividend Dogs	ETF-Other	0.32%	—	-4.15%
26	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.31%	+0.01%	-2.16%
27	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.16%	+0.02%	+5.81%
28	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.12%	-0.04%	-28.16%
29	MBB	Ishares Mbs ETF	ETF-Other	0.05%	-0.01%	-11.88%
30	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.03%	-0.01%	-37.03%
31	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.02%	+0.02%	NEW
32	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	—	-9.80%	-99.96%
33	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	—	—	NEW
34	EFA	Ishares Msci Eafe ETF	ETF-Other	—	—	NEW

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2018-03-31	34	$710.8M	36	1IVV 2SPIB 3GSLC Top holdings2018-03-31 1.IVV 2.SPIB 3.GSLC 4.AGG 5.JPIN 6.VUG 7.SPY 8.IEI 9.IUSV 10.PFF
2017-12-31	30	$774.2M	10	1IVV 2AGG 3IGIB Top holdings2017-12-31 1.IVV 2.AGG 3.IGIB 4.GSLC 5.IEI 6.JPIN 7.SPY 8.VUG 9.IUSV 10.LQD
2017-09-30	33	$755.5M	10	1IVV 2AGG 3IGIB Top holdings2017-09-30 1.IVV 2.AGG 3.IGIB 4.IEI 5.GSLC 6.SPY 7.JPIN 8.VUG 9.LQD 10.PFF
2017-06-30	32	$733.2M	21	1IVV 2AGG 3IGIB Top holdings2017-06-30 1.IVV 2.AGG 3.IGIB 4.IEI 5.SPY 6.GSLC 7.JPIN 8.PRFUSD 9.LQD 10.PFF
2017-03-31	29	$714.9M	21	1IVV 2AGG 3IGIB Top holdings2017-03-31 1.IVV 2.AGG 3.IGIB 4.IEI 5.PRFUSD 6.SPY 7.GSLC 8.HDV 9.IJH 10.IJS
2016-12-31	29	$694.6M	74	1IVV 2AGG 3IGIB Top holdings2016-12-31 1.IVV 2.AGG 3.IGIB 4.HDV 5.IEI 6.PRFUSD 7.SPY 8.LQD 9.PFF 10.GSLC
2016-09-30	25	$649.7M	16	1SPY 2IGIB 3AGG Top holdings2016-09-30 1.SPY 2.IGIB 3.AGG 4.IVW 5.LQD 6.PRFUSD 7.MBB 8.HDV 9.MUB 10.MDY
2016-06-30	30	$649.6M	33	1SPY 2IGIB 3AGG Top holdings2016-06-30 1.SPY 2.IGIB 3.AGG 4.IVW 5.PRFUSD 6.MBB 7.LQD 8.HDV 9.MUB 10.FV
2016-03-31	25	$656.0M	21	1IGIB 2SPY 3AGG Top holdings2016-03-31 1.IGIB 2.SPY 3.AGG 4.IVW 5.PRFUSD 6.MBB 7.EFA 8.LQD 9.MDY 10.FV
2015-12-31	24	$665.0M	28	1IVW 2IGIB 3SPY Top holdings2015-12-31 1.IVW 2.IGIB 3.SPY 4.PRFUSD 5.MBB 6.EFA 7.LQD 8.AGG 9.FV 10.MDY
2015-09-30	24	$647.8M	13	1IVW 2IGIB 3SPY Top holdings2015-09-30 1.IVW 2.IGIB 3.SPY 4.PRFUSD 5.MBB 6.LQD 7.EFA 8.AGG 9.MDY 10.PFF
2015-06-30	20	$679.3M	11	1SPY 2IGIB 3IVW Top holdings2015-06-30 1.SPY 2.IGIB 3.IVW 4.PRFUSD 5.LQD 6.MBB 7.EFA 8.AGG 9.MDY 10.PFF
2015-03-31	23	$690.8M	24	1SPY 2IGIB 3IVW Top holdings2015-03-31 1.SPY 2.IGIB 3.IVW 4.PRFUSD 5.MBB 6.LQD 7.EFA 8.USDU 9.MDY 10.73936Q
2014-12-31	24	$675.5M	29	1SPY 2IGIB 3IVW Top holdings2014-12-31 1.SPY 2.IGIB 3.IVW 4.PRFUSD 5.MBB 6.EFA 7.USDU 8.MDY 9.LQD 10.73936Q
2014-09-30	23	$656.7M	38	1IGIB 2SPY 3PRFUSD Top holdings2014-09-30 1.IGIB 2.SPY 3.PRFUSD 4.MBB 5.IVE 6.EFA 7.USDU 8.IVW 9.VGK 10.MDY
2014-06-30	21	$657.5M	29	1SPY 2IGIB 3PRFUSD Top holdings2014-06-30 1.SPY 2.IGIB 3.PRFUSD 4.VGK 5.73936Q 6.MBB 7.IVE 8.EFA 9.FLOT 10.IVW
2014-03-31	44	$643.5M	13	1IVW 2IGIB 3SPY Top holdings2014-03-31 1.IVW 2.IGIB 3.SPY 4.73936Q 5.PRFUSD 6.MBB 7.FLOT 8.USDU 9.EFA 10.VWO
2013-12-31	88	$594.7M	37	1IVW 2IGIB 3SPY Top holdings2013-12-31 1.IVW 2.IGIB 3.SPY 4.MBB 5.73936Q 6.PRFUSD 7.FLOT 8.EFA 9.VWO 10.IJS
2013-09-30	119	$587.5M	41	1IGIB 2SPY 3MBB Top holdings2013-09-30 1.IGIB 2.SPY 3.MBB 4.73936Q 5.IVW 6.FLOT 7.PRFUSD 8.OEF 9.EFA 10.EFV
2013-06-30	434	$561.0M	0	1SPY 2MBB 3IGIB Top holdings2013-06-30 1.SPY 2.MBB 3.IGIB 4.IEF 5.LQD 6.ELD 7.IVW 8.OEF 9.73936Q 10.IGSB

Holding changes this quarter

Position changes disclosed by Simply Money Advisors for the quarter ending 2018-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GSLC	Goldman Activebeta US Lc ETF	+1.5%	+9.77%	Add
2	VUG	Vanguard Growth ETF	+1.2%	+14.54%	Add
3	VGK	Vanguard Ftse Europe ETF	+1.1%	+49.59%	Add
4	IEMG	Ishares Core Msci Emerging	+1.1%	+40.58%	Add
5	JPIN	JPM Diversified Ret Intl Eq	+0.7%	+4.93%	Add
6	PFF	Ishares Preferred & Income S	+0.3%	+0.98%	Add
7	FV	First Trust Dw Focus 5 Fund	+0.2%	-4.17%	Trim
8	VGT	Vanguard Info Tech ETF	+0.1%	-3.92%	Trim
9	PRFUSD	Invesco Ftse Rafi US 1000 Et	+0.1%	-1.56%	Trim
10	IUSV	Ishares Core S&p U.s. Value	+0.1%	-2.43%	Trim
11	MUB	Ishares National Muni Bond E	+0.1%	-3.11%	Trim
12	IWV	Ishares Russell 3000 ETF	0%	+0.65%	Add
13	VB	Vanguard Small-cap ETF	0%	-6.80%	Trim
14	VCIT	Vanguard Int-term Corporate	0%	+5.81%	Add
15	XLU	St Sr Utl Sl Se Spdr Etf-usd	0%	-2.16%	Trim
16	SDY	Ss Spdr S&p Dividend ETF	—	-5.18%	Trim
17	SDOG	Alps Sector Dividend Dogs	—	-4.15%	Trim
18	ANGL	Vaneck Fallen Angel High Yld	—	-3.89%	Trim
19	VCSH	Vanguard S/t CORP Bond ETF	0%	-37.03%	Trim
20	MBB	Ishares Mbs ETF	0%	-11.88%	Trim
21	HDV	Ishares Core High Dividend E	0%	-4.19%	Trim
22	IEF	Ishares 7-10 Year Treasury B	0%	-28.16%	Trim
23	MDY	State Street Spdr S&p Midcap	-0.1%	-17.90%	Trim
24	IJH	Ishares Core S&p Midcap ETF	-0.3%	-16.16%	Trim
25	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	-12.91%	Trim
26	IVV	Ishares Core S&p 500 ETF	-0.7%	-10.68%	Trim
27	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-1.1%	-37.47%	Trim
28	IEI	Ishares 3-7 Year Treasury Bo	-1.7%	-34.57%	Trim
29	AGG	Ishares Core U.s. Aggregate	-3.2%	-33.72%	Trim
30	IGIB	Ishares 5-10y Inv Grade CORP	-9.8%	-99.96%	Trim
31	SPIB	Ss Spdr P Int C CORP ETF	—	NEW	New buy
32	IJS	Ishares S&p Small-cap 600 Va	—	NEW	New buy
33	IVW	Ishares S&p 500 Growth ETF	—	NEW	New buy
34	EFA	Ishares Msci Eafe ETF	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2018-03-31	2018-04-17	13F-HR	View on EDGAR
2017-12-31	2018-01-09	13F-HR	View on EDGAR
2017-09-30	2017-10-20	13F-HR	View on EDGAR
2017-06-30	2017-07-21	13F-HR	View on EDGAR
2017-03-31	2017-04-18	13F-HR	View on EDGAR
2016-12-31	2017-02-10	13F-HR	View on EDGAR
2016-09-30	2016-10-07	13F-HR	View on EDGAR
2016-06-30	2016-07-20	13F-HR	View on EDGAR
2016-03-31	2016-04-19	13F-HR	View on EDGAR
2015-12-31	2016-01-19	13F-HR	View on EDGAR
2015-09-30	2015-10-22	13F-HR	View on EDGAR
2015-06-30	2015-08-04	13F-HR	View on EDGAR
2015-03-31	2015-04-06	13F-HR	View on EDGAR
2014-12-31	2015-01-12	13F-HR	View on EDGAR
2014-09-30	2014-10-10	13F-HR	View on EDGAR
2014-06-30	2014-07-17	13F-HR	View on EDGAR
2014-03-31	2014-04-24	13F-HR	View on EDGAR
2013-12-31	2014-01-22	13F-HR	View on EDGAR
2013-09-30	2013-10-17	Amendment	View on EDGAR
2013-09-30	2013-10-15	13F-HR	View on EDGAR
2013-06-30	2013-07-15	13F-HR	View on EDGAR