SIMPLY MONEY ADVISORS Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 26
New Positions 5
Increased Positions 15
Decreased Positions 11
Positions with Activity 26
Sold Out Positions 3
Total Mkt Value (in $ millions) 658

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

26 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES NAT AMT FREE BD 5,398 1,564 40.79 49,080
APPLE INC COM 235 235 New 2,146
ISHARES TR RUSSELL 3000 ETF 233 3 1.41 1,938
ISHARES EAFE VALUE ETF -16,082 Sold Out 0
ISHARES 1-3 YR CR BD ETF -21,278 Sold Out 0
WISDOMTREE TR EM LCL DEBT FD -14,768 Sold Out 0


Create your free portfolio