Simply Money Advisors — Q4 2016 13F 持股

Name: Simply Money Advisors — 13F Holdings, Q4 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001538900

申報總市值

US$7.1億

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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	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	15.28%	-0.73%	—
2	AGG	Ishares Core U.s. Aggregate	ETF-其他	12.76%	-3.21%	+30.62%
3	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資等級公司債	11.25%	-9.80%	+10.53%
4	HDV	Ishares Core High Dividend E	ETF-其他	6.69%	-0.02%	+34.51%
5	IEI	Ishares 3-7 Year Treasury Bo	ETF-政府公債	6.28%	-1.65%	+4771.68%
6	PRFUSD	Invesco Ftse Rafi US 1000 Et	ETF-其他	5.67%	+0.10%	-23.98%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	5.43%	-0.33%	-66.48%
8	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	5.30%	-1.09%	-25.10%
9	PFF	Ishares Preferred & Income S	ETF-其他	5.12%	+0.27%	+48.16%
10	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	4.94%	+1.50%	+110.79%
11	IUSV	Ishares Core S&p U.s. Value	ETF-其他	2.88%	+0.07%	—
12	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	2.58%	—	+63.81%
13	IJH	Ishares Core S&p Midcap ETF	ETF-其他	2.52%	-0.30%	—
14	VB	Vanguard Small-cap ETF	ETF-其他	2.45%	+0.03%	+26.33%
15	MUB	Ishares National Muni Bond E	ETF-其他	1.92%	+0.07%	-52.61%
16	FV	First Trust Dw Focus 5 Fund	ETF-其他	1.88%	+0.18%	-0.13%
17	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	1.65%	+0.02%	NEW
18	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	1.40%	—	+45.07%
19	MDY	State Street Spdr S&p Midcap	ETF-其他	0.94%	-0.09%	-76.34%
20	IWV	Ishares Russell 3000 ETF	ETF-其他	0.49%	+0.04%	+21.16%
21	SDOG	Alps Sector Dividend Dogs	ETF-其他	0.47%	—	+42.20%
22	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投資等級債	0.47%	—	+43.78%
23	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.45%	+0.01%	+46.45%
24	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	0.35%	—	-20.40%
25	IEF	Ishares 7-10 Year Treasury B	ETF-政府公債	0.30%	-0.04%	+66.04%
26	MBB	Ishares Mbs ETF	ETF-其他	0.28%	-0.01%	-95.03%
27	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.15%	—	NEW
28	VCIT	Vanguard Int-term Corporate	ETF-投資等級公司債	0.06%	+0.02%	+53.90%
29	VCSH	Vanguard S/t CORP Bond ETF	ETF-投資等級公司債	0.04%	-0.01%	—

本季持股變動

Simply Money Advisors 於截至 Q4 2016 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	IEI	Ishares 3-7 Year Treasury Bo	+6.1%	+4771.68%	加碼
2	GSLC	Goldman Activebeta US Lc ETF	+2.5%	+110.79%	加碼
3	AGG	Ishares Core U.s. Aggregate	+1.9%	+30.62%	加碼
4	HDV	Ishares Core High Dividend E	+1.4%	+34.51%	加碼
5	PFF	Ishares Preferred & Income S	+1.2%	+48.16%	加碼
6	IGSB	Ishares 1-5y Inv Grade CORP	+0.9%	+63.81%	加碼
7	VB	Vanguard Small-cap ETF	+0.5%	+26.33%	加碼
8	SDY	Ss Spdr S&p Dividend ETF	+0.4%	+45.07%	加碼
9	SDOG	Alps Sector Dividend Dogs	+0.1%	+42.20%	加碼
10	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.1%	+46.45%	加碼
11	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	+0.1%	+43.78%	加碼
12	IEF	Ishares 7-10 Year Treasury B	+0.1%	+66.04%	加碼
13	IWV	Ishares Russell 3000 ETF	+0.1%	+21.16%	加碼
14	IGIB	Ishares 5-10y Inv Grade CORP	+0.1%	+10.53%	加碼
15	VCIT	Vanguard Int-term Corporate	0%	+53.90%	加碼
16	FV	First Trust Dw Focus 5 Fund	-0.1%	-0.13%	減碼
17	TFI	Ss Spdr N Ice Muni Bond ETF	-0.2%	-20.40%	減碼
18	IJS	Ishares S&p Small-cap 600 Va	-0.4%	-22.93%	減碼
19	PRFUSD	Invesco Ftse Rafi US 1000 Et	-1.8%	-23.98%	減碼
20	MUB	Ishares National Muni Bond E	-2.6%	-52.61%	減碼
21	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-2.7%	-25.10%	減碼
22	MDY	State Street Spdr S&p Midcap	-3%	-76.34%	減碼
23	MBB	Ishares Mbs ETF	-6%	-95.03%	減碼
24	IVW	Ishares S&p 500 Growth ETF	-8.1%	-98.09%	減碼
25	SPY	Ss Spdr S&p 500 ETF Trust-us	-11.3%	-66.48%	減碼
26	IVV	Ishares Core S&p 500 ETF	—	NEW	新建倉
27	IUSV	Ishares Core S&p U.s. Value	—	NEW	新建倉
28	IJH	Ishares Core S&p Midcap ETF	—	NEW	新建倉
29	VCSH	Vanguard S/t CORP Bond ETF	—	NEW	新建倉