Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Simply Money Advisors (CIK 1538900) reported $710.8M across 34 reported positions in its SEC 13F filing for 2018-03-31. Largest positions: IVV ($126.1M, 17.74%), SPIB ($75.4M, 10.61%), GSLC ($64.7M, 9.10%), AGG ($55.3M, 7.78%), JPIN ($44.5M, 6.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $126.1M | 17.74% | 475,092 | Trimmed |
| 2 | SPIB | SPDR SERIES TRUST | $75.4M | 10.61% | 2.2M | New |
| 3 | GSLC | GOLDMAN SACHS ETF TR | $64.7M | 9.10% | 1.2M | Added |
| 4 | AGG | ISHARES TR | $55.3M | 7.78% | 515,946 | Trimmed |
| 5 | JPIN | JP MORGAN EXCHANGE TRADED FD | $44.5M | 6.26% | 748,315 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $43.0M | 6.04% | 302,733 | Added |
| 7 | SPY | SPDR S&P 500 ETF TR | $33.9M | 4.77% | 128,880 | Trimmed |
| 8 | IEI | ISHARES TR | $27.9M | 3.93% | 231,426 | Trimmed |
| 9 | IUSV | ISHARES TR | $24.3M | 3.42% | 457,047 | Trimmed |
| 10 | PFF | ISHARES TR | $24.0M | 3.38% | 639,079 | Added |
| 11 | IEMG | ISHARES INC | $22.0M | 3.10% | 377,229 | Added |
| 12 | VGK | VANGUARD INTL EQUITY INDEX F | $21.6M | 3.03% | 370,696 | Added |
| 13 | VB | VANGUARD INDEX FDS | $20.0M | 2.82% | 136,433 | Trimmed |
| 14 | IJH | ISHARES TR | $19.8M | 2.79% | 105,719 | Trimmed |
| 15 | PRF | POWERSHARES ETF TRUST | $18.6M | 2.61% | 168,651 | Trimmed |
| 16 | FV | FIRST TR EXCHANGE TRADED FD | $15.8M | 2.22% | 549,278 | Trimmed |
| 17 | MUB | ISHARES TR | $15.2M | 2.14% | 139,317 | Trimmed |
| 18 | LQD | ISHARES TR | $14.8M | 2.08% | 126,098 | Trimmed |
| 19 | VGT | VANGUARD WORLD FDS | $11.7M | 1.64% | 68,173 | Trimmed |
| 20 | SDY | SPDR SERIES TRUST | $6.7M | 0.94% | 73,008 | Trimmed |
| 21 | HDV | ISHARES TR | $6.6M | 0.92% | 77,597 | Trimmed |
| 22 | MDY | SPDR S&P MIDCAP 400 ETF TR | $5.3M | 0.75% | 15,525 | Trimmed |
| 23 | IWV | ISHARES TR | $3.9M | 0.55% | 25,226 | Added |
| 24 | ANGL | VANECK VECTORS ETF TR | $2.6M | 0.36% | 89,271 | Trimmed |
| 25 | SDOG | ALPS ETF TR | $2.2M | 0.32% | 51,436 | Trimmed |
Source: SEC Form 13F filings · as of 2018-03-31