0001580642-17-003938.txt : 20170721
0001580642-17-003938.hdr.sgml : 20170721
20170721102443
ACCESSION NUMBER: 0001580642-17-003938
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170721
DATE AS OF CHANGE: 20170721
EFFECTIVENESS DATE: 20170721
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Simply Money Advisors
CENTRAL INDEX KEY: 0001538900
IRS NUMBER: 311424117
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14609
FILM NUMBER: 17975696
BUSINESS ADDRESS:
STREET 1: 7890 E. KEMPER ROAD, SUITE 200
CITY: CINCINNATI
STATE: OH
ZIP: 45249
BUSINESS PHONE: 513-469-7500
MAIL ADDRESS:
STREET 1: 7890 E. KEMPER ROAD, SUITE 200
CITY: CINCINNATI
STATE: OH
ZIP: 45249
FORMER COMPANY:
FORMER CONFORMED NAME: Financial Network Group, Ltd
DATE OF NAME CHANGE: 20120106
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001538900
XXXXXXXX
06-30-2017
06-30-2017
false
Simply Money Advisors
7890 E. KEMPER ROAD, SUITE 200
CINCINNATI
OH
45249
13F HOLDINGS REPORT
028-14609
N
Kenneth Madsen
Chief Compliance Officer
513-605-2542
/s/ Kenneth Madsen
Cincinnati
OH
07-21-2017
0
32
733157
INFORMATION TABLE
2
infotable.xml
ISHARES TR
CORE S&P MCP ETF
464287507
20286
116621
SH
SOLE
0
0
116621
ISHARES TR
SP SMCP600VL ETF
464287879
10660
76239
SH
SOLE
0
0
76239
ISHARES TR
CORE S&P500 ETF
464287200
124015
509492
SH
SOLE
0
0
509492
ISHARES TR
S&P 500 GRWT ETF
464287309
370
2701
SH
SOLE
0
0
2701
ISHARES TR
RUSSELL 3000 ETF
464287689
3783
26270
SH
SOLE
0
0
26270
ISHARES TR
CORE S&P VLU ETF
464287663
22665
444944
SH
SOLE
0
0
444944
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
6716
21146
SH
SOLE
0
0
21146
SPDR S&P 500 ETF TR
TR UNIT
78462F103
40324
166767
SH
SOLE
0
0
166767
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
2893
55673
SH
SOLE
0
0
55673
ISHARES TR
7-10YR TR BD ETF
464287440
1815
17021
SH
SOLE
0
0
17021
ISHARES TR
IBOXX INV CP ETF
464287242
24610
204214
SH
SOLE
0
0
204214
ISHARES TR
CORE US AGGBD ET
464287226
86690
791613
SH
SOLE
0
0
791613
VANGUARD INDEX FDS
SMALL CP ETF
922908751
19178
141497
SH
SOLE
0
0
141497
VANGUARD INDEX FDS
GROWTH ETF
922908736
23414
184305
SH
SOLE
0
0
184305
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
8495
95573
SH
SOLE
0
0
95573
POWERSHARES ETF TRUST
FTSE RAFI 1000
73935X583
28263
273419
SH
SOLE
0
0
273419
VANGUARD WORLD FDS
INF TECH ETF
92204A702
9743
69177
SH
SOLE
0
0
69177
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
10103
183225
SH
SOLE
0
0
183225
ISHARES TR
MBS ETF
464288588
637
5969
SH
SOLE
0
0
5969
ISHARES TR
U.S. PFD STK ETF
464288687
24500
625488
SH
SOLE
0
0
625488
ISHARES TR
3-7 YR TR BD ETF
464288661
61960
501413
SH
SOLE
0
0
501413
ISHARES TR
NATIONAL MUN ETF
464288414
16997
154347
SH
SOLE
0
0
154347
SPDR SER TR
NUVEEN BRC MUNIC
78468R721
1817
37308
SH
SOLE
0
0
37308
ISHARES TR
INTERM CR BD ETF
464288638
75696
689522
SH
SOLE
0
0
689522
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
979
11180
SH
SOLE
0
0
11180
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
292
3653
SH
SOLE
0
0
3653
ISHARES TR
CORE HIGH DV ETF
46429B663
8907
107150
SH
SOLE
0
0
107150
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
3485
117564
SH
SOLE
0
0
117564
ALPS ETF TR
SECTR DIV DOGS
00162Q858
2860
67021
SH
SOLE
0
0
67021
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
14366
578557
SH
SOLE
0
0
578557
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
46641Q209
36970
658173
SH
SOLE
0
0
658173
GOLDMAN SACHS ETF TR
EQUITY ETF
381430503
39668
824528
SH
SOLE
0
0
824528