DiMeo Schneider & Associates

DiMeo Schneider & Associates as of Dec. 31, 2018

Portfolio Holdings for DiMeo Schneider & Associates

DiMeo Schneider & Associates holds 20 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 21.4 $37M 148k 251.61
Vanguard Total Bond Market ETF (BND) 17.4 $30M 384k 79.21
Vanguard S&p 500 Etf idx (VOO) 16.8 $29M 127k 229.81
Vanguard Small-Cap ETF (VB) 9.9 $17M 131k 131.99
Vanguard Star Fd Intl Stk Idxf (VXUS) 8.1 $14M 298k 47.22
iShares FTSE NAREIT Real Est 50 Ind (USRT) 6.5 $11M 252k 44.85
Vanguard Europe Pacific ETF (VEA) 6.3 $11M 298k 37.10
Vanguard Mid-Cap ETF (VO) 4.9 $8.5M 62k 138.17
Vanguard Emerging Markets ETF (VWO) 2.3 $4.0M 106k 38.10
iShares MSCI ACWI ex US Index Fund (ACWX) 1.4 $2.4M 56k 41.95
iShares Russell 2000 Index (IWM) 1.1 $1.9M 14k 133.91
iShares Russell Midcap Index Fund (IWR) 1.1 $1.9M 40k 46.48
Ishares Tr msci eafe esg (ESGD) 0.7 $1.1M 20k 57.40
iShares MSCI Emerging Markets Indx (EEM) 0.6 $1.0M 27k 39.07
iShares S&P 500 Growth Index (IVW) 0.4 $753k 5.0k 150.60
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $534k 4.9k 109.05
BB&T Corporation 0.3 $477k 11k 43.33
iShares S&P 500 Value Index (IVE) 0.2 $409k 4.0k 101.19
Dominion Resources (D) 0.2 $327k 4.6k 71.54
Verizon Communications (VZ) 0.2 $339k 6.0k 56.19