0001580642-17-000817.txt : 20170210
0001580642-17-000817.hdr.sgml : 20170210
20170210102920
ACCESSION NUMBER: 0001580642-17-000817
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170210
DATE AS OF CHANGE: 20170210
EFFECTIVENESS DATE: 20170210
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: 17590388
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
12-31-2016
12-31-2016
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
02-10-2017
0
29
694560
INFORMATION TABLE
2
infotable.xml
ISHARES TR
CORE S&P MCP ETF
464287507
17470
105661
SH
SOLE
0
0
105661
ISHARES TR
SP SMCP600VL ETF
464287879
11475
81955
SH
SOLE
0
0
81955
ISHARES TR
CORE S&P500 ETF
464287200
106095
471554
SH
SOLE
0
0
471554
ISHARES TR
S&P 500 GRWT ETF
464287309
1018
8361
SH
SOLE
0
0
8361
ISHARES TR
RUSSELL 3000 ETF
464287689
3409
25638
SH
SOLE
0
0
25638
ISHARES TR
CORE RUSSELL VAL
464287663
20008
407211
SH
SOLE
0
0
407211
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
6531
21646
SH
SOLE
0
0
21646
SPDR S&P 500 ETF TR
TR UNIT
78462F103
37734
168810
SH
SOLE
0
0
168810
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
3154
64947
SH
SOLE
0
0
64947
ISHARES TR
7-10 Y TR BD ETF
464287440
2091
19953
SH
SOLE
0
0
19953
ISHARES TR
IBOXX INV CP ETF
464287242
36794
313996
SH
SOLE
0
0
313996
ISHARES TR
CORE US AGGBD ET
464287226
88634
820226
SH
SOLE
0
0
820226
VANGUARD INDEX FDS
SMALL CP ETF
922908751
17025
132014
SH
SOLE
0
0
132014
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
9696
113319
SH
SOLE
0
0
113319
POWERSHARES ETF TRUST
FTSE RAFI 1000
73935X583
39394
395716
SH
SOLE
0
0
395716
ISHARES TR
IBOXX HI YD ETF
464288513
3245
37496
SH
SOLE
0
0
37496
ISHARES TR
1-3 YR CR BD ETF
464288646
17903
170607
SH
SOLE
0
0
170607
ISHARES TR
MBS ETF
464288588
1973
18556
SH
SOLE
0
0
18556
ISHARES TR
U.S. PFD STK ETF
464288687
35580
956205
SH
SOLE
0
0
956205
ISHARES TR
3-7 YR TR BD ETF
464288661
43604
355925
SH
SOLE
0
0
355925
ISHARES TR
NATIONAL MUN ETF
464288414
13369
123584
SH
SOLE
0
0
123584
SPDR SER TR
NUVEEN BRC MUNIC
78468R721
2457
51785
SH
SOLE
0
0
51785
ISHARES TR
INTERM CR BD ETF
464288638
78108
721955
SH
SOLE
0
0
721955
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
421
4917
SH
SOLE
0
0
4917
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
306
3853
SH
SOLE
0
0
3853
ISHARES TR
CORE HIGH DV ETF
46429B663
46436
564577
SH
SOLE
0
0
564577
ALPS ETF TR
SECTR DIV DOGS
00162Q858
3285
78082
SH
SOLE
0
0
78082
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
13060
564387
SH
SOLE
0
0
564387
GOLDMAN SACHS ETF TR
EQUITY ETF
381430503
34285
772884
SH
SOLE
0
0
772884