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

27 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR SERIES TRUST S&P DIVID ETF 416 416 New 5,305
APPLE INC COM 282 1 .37 2,163
ISHARES TR RUSSELL 3000 ETF 261 7 2.84 2,067
ISHARES TR FLTG RATE BD ETF -17,770 Sold Out 0
ISHARES TR COHEN&STEER REIT -19,779 Sold Out 0
JPMORGAN CHASE & CO ALERIAN ML ETN -17,173 Sold Out 0
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF -20,190 Sold Out 0