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