Current Market Value 710,812,000
Current Holdings 34
Most Recent File Date 2018-04-17
Total Filings on Record 21
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Simply Money Advisors . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2018-04-17 2018-03-31 13F-HR 34 710,812
2018-01-09 2017-12-31 13F-HR 30 774,214
2017-10-20 2017-09-30 13F-HR 33 755,463
2017-07-21 2017-06-30 13F-HR 32 733,157
2017-04-18 2017-03-31 13F-HR 29 714,853
2017-02-10 2016-12-31 13F-HR 29 694,560
2016-10-07 2016-09-30 13F-HR 25 649,749
2016-07-20 2016-06-30 13F-HR 30 649,567
2016-04-19 2016-03-31 13F-HR 25 656,017
2016-01-19 2015-12-31 13F-HR 24 664,981
2015-10-22 2015-09-30 13F-HR 24 647,761
2015-08-04 2015-06-30 13F-HR 20 679,341
2015-04-06 2015-03-31 13F-HR 23 690,819
2015-01-12 2014-12-31 13F-HR 24 675,475
2014-10-10 2014-09-30 13F-HR 23 656,699
2014-07-17 2014-06-30 13F-HR 21 657,542
2014-04-24 2014-03-31 13F-HR 44 643,526
2014-01-22 2013-12-31 13F-HR 88 594,678
2013-10-17 2013-09-30 13F-HR/A 1 R 119 587,501
2013-10-15 2013-09-30 13F-HR 434 561,011
2013-07-15 2013-06-30 13F-HR 434 561,011