SIMPLY MONEY ADVISORS Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 26
New Positions 5
Increased Positions 15
Decreased Positions 11
Positions with Activity 26
Sold Out Positions 3
Total Mkt Value (in $ millions) 666

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

11 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 72,549 -1,432 (1.94) 351,292
POWERSHARES ETF TRUST FTSE RAFI 1000 63,444 -413 (0.65) 693,225
ISHARES TR S&P 500 GRWT ETF 36,647 -1,435 (3.77) 324,542
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 30,913 -14,569 (32.03) 578,463
POWERSHARES ETF TRUST II SENIOR LN PORT 23,055 -21,492 (48.25) 959,444
ISHARES TR FLTG RATE BD ETF 17,951 -18,755 (51.1) 354,824
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 17,028 -960 (5.34) 429,230
ISHARES U.S. PFD STK ETF 8,821 -9 (0.1) 223,154
ISHARES EAFE VALUE ETF -16,415 Sold Out 0
ISHARES 1-3 YR CR BD ETF -21,266 Sold Out 0
WISDOMTREE TR EM LCL DEBT FD -14,713 Sold Out 0


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