| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q1 2018 | 15.3% |
| SPDR S&P 500 ETF TR | 20 | Q1 2018 | 17.0% |
| POWERSHARES ETF TRUST | 20 | Q1 2018 | 9.4% |
| ISHARES TR | 20 | Q1 2018 | 13.8% |
| SPDR S&P MIDCAP 400 ETF TR | 20 | Q1 2018 | 4.9% |
| ISHARES TR | 20 | Q1 2018 | 5.1% |
| ISHARES TR | 20 | Q1 2018 | 4.5% |
| ISHARES TR | 19 | Q1 2018 | 14.5% |
| ISHARES TR | 19 | Q1 2018 | 12.8% |
| ISHARES TR | 18 | Q1 2018 | 4.5% |
View Simply Money Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2019-02-11 |
| 13F-NT | 2018-10-30 |
| 13F-NT | 2018-08-10 |
| 13F-HR | 2018-04-17 |
| 13F-HR | 2018-01-09 |
| 13F-HR | 2017-10-20 |
| 13F-HR | 2017-07-21 |
| 13F-HR | 2017-04-18 |
| 13F-HR | 2017-02-10 |
| 13F-HR | 2016-10-07 |
View Simply Money Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.