0001580642-18-002094.txt : 20180417
0001580642-18-002094.hdr.sgml : 20180417
20180417161904
ACCESSION NUMBER: 0001580642-18-002094
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180417
DATE AS OF CHANGE: 20180417
EFFECTIVENESS DATE: 20180417
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: 18759216
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
03-31-2018
03-31-2018
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
04-17-2018
0
34
710812
INFORMATION TABLE
2
infotable.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
33915
128880
SH
SOLE
0
0
128880
ISHARES TR
NATIONAL MUN ETF
464288414
15176
139317
SH
SOLE
0
0
139317
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
21556
370696
SH
SOLE
0
0
370696
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
2594
89271
SH
SOLE
0
0
89271
ALPS ETF TR
SECTR DIV DOGS
00162Q858
2246
51436
SH
SOLE
0
0
51436
VANGUARD INDEX FDS
GROWTH ETF
922908736
42952
302733
SH
SOLE
0
0
302733
ISHARES TR
RUSSELL 3000 ETF
464287689
3944
25226
SH
SOLE
0
0
25226
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
75432
2249030
SH
SOLE
0
0
2249030
ISHARES TR
SP SMCP600VL ETF
464287879
167
1108
SH
SOLE
0
0
1108
ISHARES TR
CORE S&P US VLU
464287663
24278
457047
SH
SOLE
0
0
457047
ISHARES TR
BARCLAYS 7 10 YR
464287440
881
8539
SH
SOLE
0
0
8539
ISHARES INC
CORE MSCI EMKT
46434G103
22030
377229
SH
SOLE
0
0
377229
ISHARES TR
IBOXX INV CP ETF
464287242
14803
126098
SH
SOLE
0
0
126098
ISHARES TR
3 7 YR TREAS BD
464288661
27915
231426
SH
SOLE
0
0
231426
ISHARES TR
INTRMD CR BD ETF
464288638
33
304
SH
SOLE
0
0
304
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
15770
549278
SH
SOLE
0
0
549278
VANGUARD INDEX FDS
SMALL CP ETF
922908751
20045
136433
SH
SOLE
0
0
136433
ISHARES TR
CORE US AGGBD ET
464287226
55335
515946
SH
SOLE
0
0
515946
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
6658
73008
SH
SOLE
0
0
73008
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
5305
15525
SH
SOLE
0
0
15525
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
2183
43201
SH
SOLE
0
0
43201
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
206
2621
SH
SOLE
0
0
2621
GOLDMAN SACHS ETF TR
EQUITY ETF
381430503
64688
1211151
SH
SOLE
0
0
1211151
ISHARES TR
S&P 500 GRWT ETF
464287309
21
133
SH
SOLE
0
0
133
ISHARES TR
CORE S&P MCP ETF
464287507
19830
105719
SH
SOLE
0
0
105719
VANGUARD WORLD FDS
INF TECH ETF
92204A702
11658
68173
SH
SOLE
0
0
68173
ISHARES TR
S&P US PFD STK
464288687
24004
639079
SH
SOLE
0
0
639079
JP MORGAN EXCHANGE TRADED FD
DIV RTN INT EQ
46641Q209
44472
748315
SH
SOLE
0
0
748315
ISHARES TR
MBS ETF
464288588
379
3621
SH
SOLE
0
0
3621
POWERSHARES ETF TRUST
FTSE RAFI 1000
73935X583
18582
168651
SH
SOLE
0
0
168651
ISHARES TR
MSCI EAFE ETF
464287465
4
63
SH
SOLE
0
0
63
ISHARES TR
CORE HIGH DV ETF
46429B663
6555
77597
SH
SOLE
0
0
77597
ISHARES TR
CORE S&P500 ETF
464287200
126075
475092
SH
SOLE
0
0
475092
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1120
13206
SH
SOLE
0
0
13206