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) 661

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 71,900 2,265 3.25 358,226
POWERSHARES ETF TRUST FTSE RAFI 1000 62,985 15,905 33.78 697,738
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 49,176 22,201 82.30 851,091
ISHARES MBS ETF 43,998 2,505 6.04 405,663
ISHARES TR S&P 500 VAL ETF 38,873 38,873 21,092,300 421,848
ISHARES TR MSCI EAFE ETF 36,653 5,011 15.84 549,437
WISDOMTREE TR BLMBG US BULL 33,560 562 1.70 1,337,440
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 31,024 2,179 7.55 118,528
ISHARES EAFE VALUE ETF 18,091 1,951 12.09 317,441
WISDOMTREE TR EM LCL DEBT FD 16,679 263 1.60 355,089
ISHARES U.S. PFD STK ETF 8,944 1,947 27.83 223,372
ISHARES TR RUSSELL 3000 ETF 229 6 2.91 1,911
ISHARES TR CORE US AGGBD ET 205 11 5.92 1,860


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