SIMPLY MONEY ADVISORS Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 26
New Positions 3
Increased Positions 16
Decreased Positions 10
Positions with Activity 26
Sold Out Positions 2
Total Mkt Value (in $ millions) 694

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

16 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 89,986 15,516 20.84 424,483
ISHARES TR S&P 500 GRWT ETF 59,688 21,655 56.94 509,327
ISHARES TR MSCI EAFE ETF 40,138 1,853 4.84 615,606
WISDOMTREE TR BLMBG US BULL 37,975 215 .57 1,352,380
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 33,552 764 2.33 121,435
ISHARES TR IBOXX INV CP ETF 24,264 138 .57 201,498
POWERSHARES QQQ TRUST UNIT SER 1 22,378 317 1.44 204,592
ISHARES TR COHEN&STEER REIT 20,907 20,907 New 208,357
ISHARES TR CORE HIGH DV ETF 20,150 20,150 New 259,479
ISHARES EAFE SML CP ETF 19,744 525 2.73 393,772
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 18,317 400 2.24 438,824
JPMORGAN CHASE & CO ALERIAN ML ETN 17,514 17,514 New 396,877
ISHARES TR SP SMCP600VL ETF 16,550 347 2.14 139,189
ISHARES NAT AMT FREE BD 6,915 1,520 28.17 62,905
APPLE INC COM 278 1 .42 2,155
ISHARES TR RUSSELL 3000 ETF 254 9 3.72 2,010


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