Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of March 31, 2017

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 46 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 53.6 $78M 3.0M 26.34
Vanguard Europe Pacific ETF (VEA) 8.3 $12M 310k 39.30
iShares Russell Midcap Index Fund (IWR) 6.5 $9.5M 51k 187.18
Vanguard Mid-Cap ETF (VO) 6.5 $9.5M 68k 139.24
iShares Russell 1000 Growth Index (IWF) 3.2 $4.7M 41k 113.79
Schwab International Equity ETF (SCHF) 3.2 $4.7M 157k 29.87
iShares S&P 500 Index (IVV) 1.7 $2.5M 10k 237.24
Vanguard S&p 500 Etf idx (VOO) 1.6 $2.3M 11k 216.34
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.6 $2.3M 24k 96.35
Vanguard REIT ETF (VNQ) 1.5 $2.2M 26k 82.58
Aetna 1.2 $1.8M 14k 127.55
Vanguard Short-Term Bond ETF (BSV) 1.1 $1.7M 21k 79.71
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.8 $1.1M 8.2k 139.14
WesBan (WSBC) 0.6 $831k 22k 38.09
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $811k 14k 57.97
iShares S&P MidCap 400 Value Index (IJJ) 0.5 $769k 5.2k 148.46
Schwab Strategic Tr us aggregate b (SCHZ) 0.5 $781k 15k 51.79
Vanguard Small-Cap ETF (VB) 0.5 $668k 5.0k 133.23
Powershares Etf Tr Ii s^p500 low vol 0.4 $624k 14k 43.48
iShares Lehman Aggregate Bond (AGG) 0.4 $600k 5.5k 108.56
Apple (AAPL) 0.4 $586k 4.1k 143.73
Schwab Strategic Tr us lrg cap etf (SCHX) 0.4 $564k 10k 56.26
Rydex S&P Equal Weight ETF 0.3 $490k 5.4k 90.74
iShares FTSE KLD 400 Social Idx (DSI) 0.3 $470k 5.4k 86.73
At&t (T) 0.3 $457k 11k 41.51
Verizon Communications (VZ) 0.3 $421k 8.6k 48.77
Altria (MO) 0.3 $389k 5.4k 71.45
SPDR Gold Trust (GLD) 0.3 $394k 3.3k 118.85
Brookfield Infrastructure Part (BIP) 0.3 $377k 9.8k 38.67
Schwab Strategic Tr sht tm us tres (SCHO) 0.2 $366k 7.3k 50.40
Vanguard Emerging Markets ETF (VWO) 0.2 $346k 8.7k 39.77
Ishares Inc core msci emkt (IEMG) 0.2 $326k 6.8k 47.77
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $299k 3.6k 83.52
Vanguard Dividend Appreciation ETF (VIG) 0.2 $286k 3.2k 89.80
Welltower Inc Com reit (WELL) 0.2 $290k 4.1k 70.73
wisdomtreetrusdivd.. (DGRW) 0.2 $276k 7.8k 35.53
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $232k 9.7k 24.02
Digital Realty Trust (DLR) 0.1 $213k 2.0k 106.50
Enterprise Products Partners (EPD) 0.1 $223k 8.1k 27.55
Utilities SPDR (XLU) 0.1 $220k 4.3k 51.32
Vanguard Mid-Cap Value ETF (VOE) 0.1 $224k 2.2k 101.82
Microsoft Corporation (MSFT) 0.1 $209k 3.2k 65.81
Paccar (PCAR) 0.1 $202k 3.0k 67.33
Ishares Tr core strm usbd (ISTB) 0.1 $201k 4.0k 50.19
Ford Motor Company (F) 0.1 $144k 12k 11.66
Sanofi Aventis Wi Conval Rt 0.0 $11k 25k 0.44