Simply Money Advisors — Q4 2013 13F 持股

Name: Simply Money Advisors — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001538900

申報總市值

US$7.1億

← 回到最新季度

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	12.94%	—	NEW
2	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資等級公司債	11.64%	-9.80%	-22.98%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	10.40%	-0.33%	-29.44%
4	MBB	Ishares Mbs ETF	ETF-其他	9.01%	-0.01%	-25.90%
5	✓	Powershares	股票-其他	8.17%	—	+1.05%
6	PRFUSD	Invesco Ftse Rafi US 1000 Et	ETF-其他	7.02%	+0.10%	+6.82%
7	FLOT	Ishares Floating Rate Bond E	ETF-其他	6.47%	—	+2.15%
8	EFA	Ishares Msci Eafe ETF	ETF-其他	5.11%	—	NEW
9	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	4.73%	—	+8.72%
10	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	4.54%	+0.02%	NEW
11	VGK	Vanguard Ftse Europe ETF	ETF-其他	4.39%	+1.14%	+7751.03%
12	MDY	State Street Spdr S&p Midcap	ETF-其他	4.34%	-0.09%	+7.07%
13	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	3.91%	—	+2.43%
14	ELD	Wisdomtree Emrg Mkts Debt	ETF-其他	2.67%	—	-4.26%
15	EFV	Ishares Msci Eafe Value ETF	ETF-其他	2.61%	—	-44.32%
16	PFF	Ishares Preferred & Income S	ETF-其他	1.16%	+0.27%	-12.45%
17	MUB	Ishares National Muni Bond E	ETF-其他	0.61%	+0.07%	+52.04%
18	PG	Procter & Gamble Co/the	股票-非循環性消費	0.14%	—	+75.49%
19	AAPL	Apple INC	股票-科技	0.03%	—	-42.48%
20	BOBEUSD	Bob Evans Farms	股票-其他	0.02%	—	—
21	VZ	Verizon Communications INC	股票-通訊服務	0.01%	—	—
22	YUM	Yum! Brands INC	股票-循環性消費	0.01%	—	+0.48%
23	IAUUSD	Ishares Gold Trust	ETF-避險與商品	0.01%	—	—
24	GLD	Spdr Gold Shares	ETF-避險與商品	0.01%	—	-38.87%
25	JNJ	Johnson & Johnson	股票-醫療保健	0.01%	—	+6.51%
26	DUK	Duke Energy CORP	股票-公用事業	0.01%	—	-89.42%
27	HPS	John Hancock Prefer INC Iii	股票-其他	0.01%	—	—
28	GAP	Gap Inc/the	股票-循環性消費	0.01%	—	—
29	CME	Cme Group INC	股票-金融	—	—	—
30	INTC	Intel CORP	股票-科技	—	—	-31.47%
31	AMXN	America Movil-spn Adr Cl L	股票-其他	—	—	+0.83%
32	ALTIEUR	Altair Nanotechnologies INC	股票-其他	—	—	—
33	AKS1EUR	Ak Steel Holding CORP	股票-其他	—	—	—
34	UPS	United Parcel Service-cl B	股票-工業	—	—	—
35	AEP	American Electric Power Company, Inc.	股票-公用事業	—	—	-84.67%
36	IWV	Ishares Russell 3000 ETF	ETF-其他	—	+0.04%	—
37	HPI	John Hancock Prefer INC	股票-其他	—	—	-47.31%
38	✓	Silver Std Res INC	股票-其他	—	—	—
39	PEP	Pepsico INC	股票-非循環性消費	—	—	—
40	AVY	Avery Dennison CORP	股票-循環性消費	—	—	—
41	T	At&t INC	股票-通訊服務	—	—	-78.07%
42	AGG	Ishares Core U.s. Aggregate	ETF-其他	—	-3.21%	—
43	BP	Bp Plc-spons Adr	股票-能源	—	—	—
44	HSY	Hershey Co/the	股票-非循環性消費	—	—	—
45	AMAT	Applied Materials INC	股票-科技	—	—	—
46	APU	Amerigas Partners LP	股票-其他	—	—	—
47	OEF	Ishares S&p 100 ETF	ETF-其他	—	—	-99.99%
48	DGX	Quest Diagnostics INC	股票-醫療保健	—	—	—
49	RPAIUSD	Retail Properties Of Ame - A	股票-其他	—	—	—
50	TEVA	Teva Pharmaceutical-sp Adr	股票-醫療保健	—	—	—

1–50 of 88

本季持股變動

Simply Money Advisors 於截至 Q4 2013 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IVW	Ishares S&p 500 Growth ETF	+6.5%	+84.13%	加碼
2	IJS	Ishares S&p Small-cap 600 Va	+4.5%	+16835.50%	加碼
3	VGK	Vanguard Ftse Europe ETF	+4.3%	+7751.03%	加碼
4	PRFUSD	Invesco Ftse Rafi US 1000 Et	+1%	+6.82%	加碼
5	EFA	Ishares Msci Eafe ETF	+0.6%	+8.18%	加碼
6	MDY	State Street Spdr S&p Midcap	+0.5%	+7.07%	加碼
7	VWO	Vanguard Ftse Emerging Marke	+0.4%	+8.72%	加碼
8	MUB	Ishares National Muni Bond E	+0.2%	+52.04%	加碼
9	FLOT	Ishares Floating Rate Bond E	+0.1%	+2.15%	加碼
10	✓	Powershares	+0.1%	+1.05%	加碼
11	PG	Procter & Gamble Co/the	+0.1%	+75.49%	加碼
12	IGSB	Ishares 1-5y Inv Grade CORP	+0.1%	+2.43%	加碼
13	GLD	Spdr Gold Shares	—	-38.87%	減碼
14	T	At&t INC	—	-78.07%	減碼
15	BOBEUSD	Bob Evans Farms	—	—	不變
16	AAPL	Apple INC	0%	-42.48%	減碼
17	AEP	American Electric Power Company, Inc.	0%	-84.67%	減碼
18	DUK	Duke Energy CORP	0%	-89.42%	減碼
19	PFF	Ishares Preferred & Income S	-0.2%	-12.45%	減碼
20	ELD	Wisdomtree Emrg Mkts Debt	-0.2%	-4.26%	減碼
21	EFV	Ishares Msci Eafe Value ETF	-1.9%	-44.32%	減碼
22	SPY	Ss Spdr S&p 500 ETF Trust-us	-3.2%	-29.44%	減碼
23	MBB	Ishares Mbs ETF	-3.5%	-25.90%	減碼
24	IGIB	Ishares 5-10y Inv Grade CORP	-3.7%	-22.98%	減碼
25	OEF	Ishares S&p 100 ETF	-5.5%	-99.99%	減碼
26	✓	Powershares ETF Tr Ii S&p500 H	—	EXIT	清倉
27	✓	Level 3 Communications INC	—	EXIT	清倉
28	ROK	Rockwell Automation, Inc.	—	EXIT	清倉
29	NOK	Nokia Corp-spon Adr	—	EXIT	清倉
30	CB	Chubb Limited	—	EXIT	清倉
31	ROK	Rockwell Automation INC	—	EXIT	清倉
32	XOM	Exxon Mobil CORP	—	EXIT	清倉
33	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清倉
34	SPPIUSD	Spectrum Pharmaceuticals INC	—	EXIT	清倉
35	SSO	Proshares Ultra S&p500	—	EXIT	清倉
36	DIS	Walt Disney Co/the	—	EXIT	清倉
37	FUN	Six Flags Entertainment Corporation	—	EXIT	清倉
38	FBT	First Trust Nyse Arca Biotec	—	EXIT	清倉
39	✓	Yahoo INC	—	EXIT	清倉
40	IYH	Ishares U.s. Healthcare ETF	—	EXIT	清倉
41	CVX	Chevron CORP	—	EXIT	清倉
42	XPP	Proshares Ultra Ftse China50	—	EXIT	清倉
43	CBRL	Cracker Barrel Old Country	—	EXIT	清倉
44	✓	Powershares ETF Trust	—	EXIT	清倉
45	IYZ	Ishares US Telecommunication	—	EXIT	清倉
46	IYC	Ishares US Consumer Discreti	—	EXIT	清倉
47	IEF	Ishares 7-10 Year Treasury B	—	EXIT	清倉
48	F	Ford Motor Co	—	EXIT	清倉
49	AKS1EUR	Ak Steel Holding CORP	—	NEW	新建倉
50	ALL	Allstate CORP	—	EXIT	清倉