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) 697

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

17 INCREASED 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 90,116 308 .34 425,939
ISHARES TR S&P 500 GRWT ETF 80,163 20,597 34.58 685,445
POWERSHARES ETF TRUST FTSE RAFI 1000 63,874 18,152 39.70 685,267
ISHARES TR IBOXX INV CP ETF 40,775 17,144 72.55 347,676
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 34,064 273 .81 122,417
POWERSHARES ETF TRUST II SENIOR LN PORT 23,260 286 1.24 962,763
ISHARES TR CORE US AGGBD ET 22,366 117 .53 203,957
ISHARES EAFE SML CP ETF 21,078 393 1.90 401,256
WISDOMTREE TR EUROPE HEDGED EQ 20,692 20,692 New 316,641
ISHARES TR CORE HIGH DV ETF 20,534 689 3.47 268,482
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 19,067 500 2.69 450,647
ISHARES TR SP SMCP600VL ETF 16,508 88 .54 139,934
ISHARES U.S. PFD STK ETF 8,914 203 2.34 225,388
PEOPLES BANCORP INC COM 1,009 1,009 New 43,686
SPDR SERIES TRUST S&P DIVID ETF 417 417 New 5,305
APPLE INC COM 282 1 .37 2,163
ISHARES TR RUSSELL 3000 ETF 261 7 2.84 2,067


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