SIMPLY MONEY ADVISORS Information

7890 E. KEMPER ROAD, SUITE 200, CINCINNATI, Ohio, 45249, (513) 469-7500

Report Date: 03/31/2015

Position Statistics

Total Positions 27
New Positions 3
Increased Positions 17
Decreased Positions 10
Positions with Activity 27
Sold Out Positions 4
Total Mkt Value (in $ millions) 703

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 99.96%
Healthcare
Services
Technology 0.04%
Transportation
Utilities

27 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 90,150 308 .34 425,939
ISHARES INTERM CR BD ETF 82,539 -997 (1.19) 743,665
ISHARES TR S&P 500 GRWT ETF 80,307 20,634 34.58 685,445
POWERSHARES ETF TRUST FTSE RAFI 1000 63,969 18,179 39.70 685,267
ISHARES MBS ETF 44,586 -501 (1.11) 403,528
ISHARES TR IBOXX INV CP ETF 42,295 17,783 72.55 347,676
ISHARES TR MSCI EAFE ETF 41,307 -185 (0.45) 612,866
WISDOMTREE TR BLMBG US BULL 37,792 -237 (0.62) 1,343,957
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 34,168 274 .81 122,417
POWERSHARES ETF TRUST II SENIOR LN PORT 23,289 286 1.24 962,763
ISHARES TR CORE US AGGBD ET 22,741 119 .53 203,957
POWERSHARES QQQ TRUST UNIT SER 1 22,608 -8 (0.04) 204,521
WISDOMTREE TR EUROPE HEDGED EQ 21,186 21,186 New 316,641
ISHARES TR CORE HIGH DV ETF 20,880 700 3.47 268,482
ISHARES EAFE SML CP ETF 20,853 389 1.90 401,256
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 20,130 528 2.69 450,647
ISHARES TR SP SMCP600VL ETF 16,729 89 .54 139,934
ISHARES U.S. PFD STK ETF 9,027 206 2.34 225,388
ISHARES NAT AMT FREE BD 6,862 -63 (0.91) 62,335
PEOPLES BANCORP INC COM 1,024 1,024 New 43,686


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