0001580642-17-005599.txt : 20171020 0001580642-17-005599.hdr.sgml : 20171020 20171020112010 ACCESSION NUMBER: 0001580642-17-005599 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171020 DATE AS OF CHANGE: 20171020 EFFECTIVENESS DATE: 20171020 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: 171146322 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 09-30-2017 09-30-2017 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 10-20-2017 0 33 755463
INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 21818 121955 SH SOLE 0 0 121955 ISHARES TR SP SMCP600VL ETF 464287879 445 3003 SH SOLE 0 0 3003 ISHARES TR CORE S&P500 ETF 464287200 131768 520967 SH SOLE 0 0 520967 ISHARES TR S&P 500 GRWT ETF 464287309 389 2711 SH SOLE 0 0 2711 ISHARES TR RUSSELL 3000 ETF 464287689 3667 24565 SH SOLE 0 0 24565 ISHARES TR CORE S&P US VLU 464287663 24118 460714 SH SOLE 0 0 460714 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6911 21178 SH SOLE 0 0 21178 SPDR S&P 500 ETF TR TR UNIT 78462F103 41308 164424 SH SOLE 0 0 164424 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2576 48560 SH SOLE 0 0 48560 ISHARES TR BARCLAYS 7 10 YR 464287440 1552 14571 SH SOLE 0 0 14571 ISHARES TR IBOXX INV CP ETF 464287242 24588 202825 SH SOLE 0 0 202825 ISHARES TR CORE US AGGBD ET 464287226 84772 773537 SH SOLE 0 0 773537 VANGUARD INDEX FDS SMALL CP ETF 922908751 20639 146047 SH SOLE 0 0 146047 VANGUARD INDEX FDS GROWTH ETF 922908736 28105 211717 SH SOLE 0 0 211717 SPDR SERIES TRUST S&P DIVID ETF 78464A763 7622 83450 SH SOLE 0 0 83450 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 18733 174833 SH SOLE 0 0 174833 VANGUARD WORLD FDS INF TECH ETF 92204A702 10797 71036 SH SOLE 0 0 71036 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 14324 245576 SH SOLE 0 0 245576 ISHARES TR MBS ETF 464288588 543 5070 SH SOLE 0 0 5070 ISHARES TR S&P US PFD STK 464288687 24459 630221 SH SOLE 0 0 630221 ISHARES TR 3 7 YR TREAS BD 464288661 62439 505541 SH SOLE 0 0 505541 ISHARES TR NATIONAL MUN ETF 464288414 19091 172196 SH SOLE 0 0 172196 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1767 36120 SH SOLE 0 0 36120 ISHARES TR INTRMD CR BD ETF 464288638 76226 691957 SH SOLE 0 0 691957 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1128 12815 SH SOLE 0 0 12815 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 334 4173 SH SOLE 0 0 4173 ISHARES TR CORE HIGH DV ETF 46429B663 7607 88506 SH SOLE 0 0 88506 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 3126 103142 SH SOLE 0 0 103142 ALPS ETF TR SECTR DIV DOGS 00162Q858 2594 58863 SH SOLE 0 0 58863 ISHARES INC CORE MSCI EMKT 46434G103 14268 264121 SH SOLE 0 0 264121 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 15391 588128 SH SOLE 0 0 588128 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 40150 693310 SH SOLE 0 0 693310 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 42208 845516 SH SOLE 0 0 845516