Schneider Downs Wealth Management Advisors

Latest statistics and disclosures from Schneider Downs Wealth Management Advisors's latest quarterly 13F-HR filing:

Companies in the Schneider Downs Wealth Management Advisors portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Federated Investors (FII) 56.77 2.97M 29.70
Vanguard Europe Pacific ETF (VEA) 8.01 286175 -4% 43.41
Vanguard Mid-Cap ETF (VO) 7.01 73977 147.01
iShares Russell Midcap Index Fund (IWR) 6.17 48594 197.14
Schwab International Equity ETF (SCHF) 3.54 164103 33.47
iShares Russell 1000 Growth Index (IWF) 2.74 33938 -6% 125.05
iShares S&P; 500 Index (IVV) 1.61 9899 -5% 252.95
Aetna (AET) 1.44 14089 158.99
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.41 22079 -8% 99.01
Vanguard S&p 500 Etf idx fd 1.24 8306 -18% 230.80
Vanguard Short-Term Bond ETF (BSV) 0.98 19073 -8% 79.80
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.81 8495 -2% 147.50
Schwab Strategic Tr us aggregate b 0.74 21927 +9% 52.36
Ishares Core Msci Eafe Etf core msci eafe 0.65 15769 64.18
Schwab Strategic Tr us lrg cap etf 0.60 15618 +2% 60.06
iShares Lehman Aggregate Bond (AGG) 0.49 6878 +21% 109.62
Vanguard Small-Cap ETF (VB) 0.46 4994 141.37
Schwab Strategic Tr sht tm us tres 0.38 11558 +22% 50.44
Vanguard REIT ETF (VNQ) 0.35 6480 -58% 83.02
Schwab Emerging Markets Equity ETF (SCHE) 0.33 19102 +15% 26.91
Rydex S&P; Equal Weight ETF (RSP) 0.32 5125 -5% 95.61
Powershares Etf Tr Ii s^p500 low vol 0.28 9380 -41% 45.84
*wisdomtreetrusdivdgrtfdadded 0.27 11072 +13% 38.20
AT&T; (T) 0.26 10287 -14% 39.18
SPDR Gold Trust (GLD) 0.26 3315 121.57
Verizon Communications (VZ) 0.25 7766 -15% 49.45
Apple (AAPL) 0.25 2520 -8% 153.97
Vanguard Emerging Markets ETF (VWO) 0.24 8602 -12% 43.59
Ishares Inc core msci emkt 0.24 6963 54.00
Altria (MO) 0.20 4937 -11% 63.40
Vanguard Intermediate-Term Bond ETF (BIV) 0.20 3580 84.64
Brookfield Infrastructure Part 0.19 6998 -23% 43.16
Vanguard Dividend Appreciation ETF (VIG) 0.18 2969 -6% 94.64
Schwab Strategic Tr us reit etf 0.17 6588 +10% 41.14
iShares S&P; MidCap 400 Value Index (IJJ) 0.16 1590 152.83
Vanguard Mid-Cap Value ETF (VOE) 0.15 2200 105.45
iShares S&P; MidCap 400 Growth (IJK) 0.14 1043 202.30
Utilities SPDR (XLU) 0.14 4102 -4% 53.14
Ishares Tr core strm usbd 0.14 4184 +3% 50.19
iShares Dow Jones Select Dividend (DVY) 0.13 2149 NEW 93.53
Ford Motor Company (F) 0.11 14350 11.99
Sanofi Aventis Wi Conval Rt 0.01 25000 0.36

Past 13F-HR SEC Filings by Schneider Downs Wealth Management Advisors

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