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
JPMORGAN CHASE & CO ALERIAN ML ETN -18,134 Sold Out 0
WISDOMTREE TR BLMBG US BULL 37,470 -235 (0.62) 1,343,957
ISHARES TR COHEN&STEER REIT -19,981 Sold Out 0
APPLE INC COM 279 1 .37 2,163
PEOPLES BANCORP INC COM 996 996 New 43,686
ISHARES TR CORE HIGH DV ETF 20,802 698 3.47 268,482
ISHARES TR CORE US AGGBD ET 22,505 118 .53 203,957
ISHARES EAFE SML CP ETF 20,809 388 1.90 401,256
WISDOMTREE TR EUROPE HEDGED EQ 20,629 20,629 New 316,641
ISHARES TR FLTG RATE BD ETF -17,767 Sold Out 0
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 19,901 522 2.69 450,647
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF -20,293 Sold Out 0
POWERSHARES ETF TRUST FTSE RAFI 1000 63,922 18,166 39.70 685,267
ISHARES TR IBOXX INV CP ETF 41,356 17,388 72.55 347,676
ISHARES INTERM CR BD ETF 81,811 -989 (1.19) 743,665
ISHARES MBS ETF 44,324 -498 (1.11) 403,528
ISHARES TR MSCI EAFE ETF 41,215 -184 (0.45) 612,866
ISHARES NAT AMT FREE BD 6,803 -62 (0.91) 62,335
ISHARES TR RUSSELL 3000 ETF 260 7 2.84 2,067
ISHARES TR S&P 500 GRWT ETF 79,491 20,424 34.58 685,445