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