SIMPLY MONEY ADVISORS Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 44
New Positions 0
Increased Positions 13
Decreased Positions 31
Positions with Activity 44
Sold Out Positions 23
Total Mkt Value (in $ millions) 659

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 0%
Energy 0%
Financial 100%
Healthcare 0%
Services 0%
Technology 0%
Transportation
Utilities 0%

13 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 71,000 2,237 3.25 358,226
POWERSHARES ETF TRUST FTSE RAFI 1000 62,301 15,732 33.78 697,738
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 50,206 22,666 82.30 851,091
ISHARES MBS ETF 43,832 2,496 6.04 405,663
ISHARES S&P 500 VAL ETF 38,561 38,561 21,092,300 421,848
ISHARES MSCI EAFE ETF 37,323 5,103 15.84 549,437
WISDOMTREE TR BLMBG US BULL 33,062 553 1.70 1,337,440
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 30,477 2,141 7.55 118,528
ISHARES EAFE VALUE ETF 18,478 1,993 12.09 317,441
WISDOMTREE TR EM LCL DEBT FD 16,931 267 1.60 355,089
ISHARES U.S. PFD STK ETF 8,886 1,935 27.83 223,372
ISHARES RUSSELL 3000 ETF 225 6 2.91 1,911
ISHARES CORE TOTUSBD ETF 204 11 5.92 1,860


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