Simply Money Advisors
data from 31/03/2018
Capitalization
$ 710.812 M
-8.19 %
Performance
$ -558.506 M
-103 481.14 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2018/03/31 | IVV | ISHARES TR | 17.74% | 126.075 M $ | 475092 | 2016/12/31 | -1.851 M $ | -1.29 % |
| 2018/03/31 | SPIB | SPDR SERIES TRUST | 10.61% | 75.432 M $ | 2249030 | 2018/03/31 | 0.000 $ | 0.00 % |
| 2018/03/31 | GSLC | GOLDMAN SACHS ETF TR | 9.10% | 64.688 M $ | 1211151 | 2016/03/31 | 55.168 K $ | 0.09 % |
| 2018/03/31 | AGG | ISHARES TR | 7.78% | 55.335 M $ | 515946 | 2012/12/31 | -1.619 M $ | -1.90 % |
| 2018/03/31 | JPIN | JP MORGAN EXCHANGE TRADED FD | 6.26% | 44.472 M $ | 748315 | 2017/06/30 | -442.157 K $ | -1.03 % |
| 2018/03/31 | VUG | VANGUARD INDEX FDS | 6.04% | 42.952 M $ | 302733 | 2017/03/31 | 325.096 K $ | 0.87 % |
| 2018/03/31 | SPY | SPDR S&P 500 ETF TR | 4.77% | 33.915 M $ | 128880 | 2011/12/31 | -548.994 K $ | -1.39 % |
| 2018/03/31 | IEI | ISHARES TR | 3.93% | 27.915 M $ | 231426 | 2016/06/30 | -544.677 K $ | -1.26 % |
| 2018/03/31 | IUSV | ISHARES TR | 3.42% | 24.278 M $ | 457047 | 2016/12/31 | -1.068 M $ | -4.12 % |
| 2018/03/31 | PFF | ISHARES TR | 3.38% | 24.004 M $ | 639079 | 2011/12/31 | -322.757 K $ | -1.34 % |
| 2018/03/31 | IEMG | ISHARES INC | 3.10% | 22.030 M $ | 377229 | 2017/09/30 | 402.507 K $ | 2.64 % |
| 2018/03/31 | VGK | VANGUARD INTL EQUITY INDEX F | 3.03% | 21.556 M $ | 370696 | 2017/06/30 | -247.813 K $ | -1.69 % |
| 2018/03/31 | VB | VANGUARD INDEX FDS | 2.82% | 20.045 M $ | 136433 | 2016/09/30 | -128.820 K $ | -0.60 % |
| 2018/03/31 | IJH | ISHARES TR | 2.79% | 19.830 M $ | 105719 | 2016/12/31 | -283.731 K $ | -1.19 % |
| 2018/03/31 | POWERSHARES ETF TRUST | 2.61% | 18.582 M $ | 168651 | 2013/06/30 | -582.508 K $ | -2.99 % | |
| 2018/03/31 | FV | FIRST TR EXCHANGE TRADED FD | 2.22% | 15.770 M $ | 549278 | 2015/12/31 | 653.432 K $ | 4.13 % |
| 2018/03/31 | MUB | ISHARES TR | 2.14% | 15.176 M $ | 139317 | 2013/06/30 | -260.247 K $ | -1.63 % |
| 2018/03/31 | LQD | ISHARES TR | 2.08% | 14.803 M $ | 126098 | 2014/09/30 | -840.984 K $ | -3.43 % |
| 2018/03/31 | VGT | VANGUARD WORLD FDS | 1.64% | 11.658 M $ | 68173 | 2017/06/30 | 444.869 K $ | 3.81 % |
| 2018/03/31 | SDY | SPDR SERIES TRUST | 0.94% | 6.658 M $ | 73008 | 2015/03/31 | -252.556 K $ | -3.47 % |
| 2018/03/31 | HDV | ISHARES TR | 0.92% | 6.555 M $ | 77597 | 2014/12/31 | -458.392 K $ | -6.28 % |
| 2018/03/31 | MDY | SPDR S&P MIDCAP 400 ETF TR | 0.75% | 5.305 M $ | 15525 | 2011/12/31 | -69.592 K $ | -1.07 % |
| 2018/03/31 | IWV | ISHARES TR | 0.55% | 3.944 M $ | 25226 | 2013/12/31 | -45.867 K $ | -1.16 % |
| 2018/03/31 | ANGL | VANECK VECTORS ETF TR | 0.36% | 2.594 M $ | 89271 | 2017/03/31 | -82.666 K $ | -2.97 % |
| 2018/03/31 | SDOG | ALPS ETF TR | 0.32% | 2.246 M $ | 51436 | 2015/09/30 | -114.836 K $ | -4.67 % |
| 2018/03/31 | XLU | SELECT SECTOR SPDR TR | 0.31% | 2.183 M $ | 43201 | 2015/09/30 | -94.931 K $ | -4.08 % |
| 2018/03/31 | VCIT | VANGUARD SCOTTSDALE FDS | 0.16% | 1.120 M $ | 13206 | 2016/06/30 | -31.826 K $ | -2.92 % |
| 2018/03/31 | IEF | ISHARES TR | 0.12% | 881.000 K $ | 8539 | 2016/06/30 | -28.288 K $ | -2.25 % |
| 2018/03/31 | MBB | ISHARES TR | 0.05% | 379.000 K $ | 3621 | 2011/12/31 | -8.012 K $ | -1.83 % |
| 2018/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 0.03% | 206.000 K $ | 2621 | 2016/06/30 | -3.620 K $ | -1.10 % |
| 2018/03/31 | IJS | ISHARES TR | 0.02% | 167.000 K $ | 1108 | 2013/03/31 | 0.000 $ | 0.00 % |
| 2018/03/31 | IGIB | ISHARES TR | 0.00% | 33.000 K $ | 304 | 2011/12/31 | -1.375 M $ | -1.81 % |
| 2018/03/31 | IVW | ISHARES TR | 0.00% | 21.000 K $ | 133 | 2013/03/31 | 0.000 $ | 0.00 % |
| 2018/03/31 | EFA | ISHARES TR | 0.00% | 4.000 K $ | 63 | 2018/03/31 | 0.000 $ | 0.00 % |