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) 702

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
ISHARES TR FLTG RATE BD ETF -17,781 Sold Out 0
ISHARES TR COHEN&STEER REIT -20,006 Sold Out 0
JPMORGAN CHASE & CO ALERIAN ML ETN -17,863 Sold Out 0
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF -20,589 Sold Out 0
ISHARES INTERM CR BD ETF 81,662 -987 (1.19) 743,665
ISHARES MBS ETF 44,215 -496 (1.11) 403,528
ISHARES NAT AMT FREE BD 6,758 -62 (0.91) 62,335
WISDOMTREE TR BLMBG US BULL 37,698 -236 (0.62) 1,343,957
ISHARES TR MSCI EAFE ETF 41,663 -186 (0.45) 612,866
POWERSHARES QQQ TRUST UNIT SER 1 22,593 -8 (0.04) 204,521
PEOPLES BANCORP INC COM 1,006 1,006 New 43,686
SPDR SERIES TRUST S&P DIVID ETF 420 420 New 5,305
WISDOMTREE TR EUROPE HEDGED EQ 21,088 21,088 New 316,641
SPDR S&P 500 ETF TR TR UNIT 90,721 310 .34 425,939
APPLE INC COM 287 1 .37 2,163
ISHARES TR CORE US AGGBD ET 22,392 117 .53 203,957
ISHARES TR SP SMCP600VL ETF 16,588 88 .54 139,934
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 34,373 276 .81 122,417
POWERSHARES ETF TRUST II SENIOR LN PORT 23,241 285 1.24 962,763
ISHARES EAFE SML CP ETF 21,431 400 1.90 401,256


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