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