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) 689

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
APPLE INC COM 265 1 .37 2,163
ISHARES NAT AMT FREE BD 6,793 -62 (0.91) 62,335
ISHARES MBS ETF 44,009 -494 (1.11) 403,528
ISHARES U.S. PFD STK ETF 8,889 203 2.34 225,388
ISHARES EAFE SML CP ETF 20,528 383 1.90 401,256
ISHARES INTERM CR BD ETF 80,725 -976 (1.19) 743,665
ISHARES TR SP SMCP600VL ETF 15,950 85 .54 139,934
ISHARES TR FLTG RATE BD ETF -17,753 Sold Out 0
ISHARES TR CORE HIGH DV ETF 20,133 675 3.47 268,482
ISHARES TR RUSSELL 3000 ETF 260 7 2.84 2,067
ISHARES TR MSCI EAFE ETF 39,469 -176 (0.45) 612,866
ISHARES TR COHEN&STEER REIT -19,715 Sold Out 0
ISHARES TR IBOXX INV CP ETF 40,243 16,920 72.55 347,676
ISHARES TR S&P 500 GRWT ETF 80,944 20,798 34.58 685,445
ISHARES TR CORE US AGGBD ET 22,246 116 .53 203,957
JPMORGAN CHASE & CO ALERIAN ML ETN -15,359 Sold Out 0
PEOPLES BANCORP INC COM 934 934 New 43,686
POWERSHARES ETF TRUST FTSE RAFI 1000 62,661 17,807 39.70 685,267
POWERSHARES ETF TRUST II SENIOR LN PORT 22,798 280 1.24 962,763
POWERSHARES QQQ TRUST UNIT SER 1 22,923 -8 (0.04) 204,521