Simply Money Advisors Last Quarter Change: USA ETF, Added

Simply Money Advisors quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Simply Money Advisors opened 2 positions, added to 11, reduced 11, sold out of 7 and left 0 unchanged. The largest increase in value was VB (+$12,768,000); the largest decrease was SHY (-$13,982,000).

LQD: Country of operation —; Class IBOXX INV CP ETF; Shares 2016-06-30 320,075; Shares 2016-09-30 419,235.
AGG: Country of operation —; Class CORE US AGGBD ET; Shares 2016-06-30 555,054; Shares 2016-09-30 627,936.
SDY: Country of operation —; Class S&P DIVID ETF; Shares 2016-06-30 31,403; Shares 2016-09-30 78,111.
HDV: Country of operation —; Class CORE HIGH DV ETF; Shares 2016-06-30 380,142; Shares 2016-09-30 419,732.

Two Form 13F-HR filings compared (SEC CIK 1538900): 2016-06-30 (filed 2016-07-20) and 2016-09-30 (filed 2016-10-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2016-06-30	Shares 2016-09-30	Share change	Value 2016-06-30	Value 2016-09-30	Value change
LQD ISHARES TR	IBOXX INV CP ETF	320,075	419,235	+99,160	$39,284,000	$51,641,000	+$12,357,000
AGG ISHARES TR	CORE US AGGBD ET	555,054	627,936	+72,882	$62,507,000	$70,593,000	+$8,086,000
SDY SPDR SERIES TRUST	S&P DIVID ETF	31,403	78,111	+46,708	$2,635,000	$6,589,000	+$3,954,000
HDV ISHARES TR	CORE HIGH DV ETF	380,142	419,732	+39,590	$31,229,000	$34,116,000	+$2,887,000
MUB ISHARES TR	NATIONAL MUN ETF	244,371	260,784	+16,413	$27,840,000	$29,403,000	+$1,563,000
SDOG ALPS ETF TR	SECTR DIV DOGS	22,205	54,909	+32,704	$886,000	$2,283,000	+$1,397,000
HYG ISHARES TR	IBOXX HI YD ETF	10,388	26,078	+15,690	$880,000	$2,276,000	+$1,396,000
XLU SELECT SECTOR SPDR TR	SBI INT-UTILS	17,527	44,347	+26,820	$920,000	$2,173,000	+$1,253,000
IEF ISHARES TR	7-10 Y TR BD ETF	3,972	12,017	+8,045	$449,000	$1,344,000	+$895,000
IEI ISHARES TR	3-7 YR TR BD ETF	2,405	7,306	+4,901	$306,000	$924,000	+$618,000
VCIT VANGUARD SCOTTSDALE FDS	INT-TERM CORP	2,206	3,195	+989	$197,000	$286,000	+$89,000

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