DiMeo Schneider & Associates

DiMeo Schneider & Associates as of Sept. 30, 2019

Portfolio Holdings for DiMeo Schneider & Associates

DiMeo Schneider & Associates holds 20 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf idx (VOO) 21.3 $37M 137k 272.60
iShares FTSE NAREIT Real Est 50 Ind (USRT) 20.9 $37M 662k 55.54
Vanguard Total Bond Market ETF (BND) 17.9 $31M 372k 84.43
Vanguard Small-Cap ETF (VB) 10.5 $19M 120k 153.89
Vanguard Star Fd Intl Stk Idxf (VXUS) 9.2 $16M 311k 51.66
iShares S&P 500 Index (IVV) 6.3 $11M 37k 298.53
Vanguard Mid-Cap ETF (VO) 5.2 $9.2M 55k 167.60
Vanguard Europe Pacific ETF (VEA) 3.8 $6.7M 164k 41.08
iShares Russell Midcap Index Fund (IWR) 0.9 $1.6M 28k 55.94
Schwab Strategic Tr us reit etf (SCHH) 0.9 $1.6M 33k 47.17
iShares MSCI ACWI ex US Index Fund (ACWX) 0.7 $1.2M 26k 46.04
Ishares Tr msci eafe esg (ESGD) 0.7 $1.2M 19k 64.11
iShares Russell 2000 Index (IWM) 0.3 $596k 3.9k 151.31
BB&T Corporation 0.3 $588k 11k 53.41
Dominion Resources (D) 0.2 $370k 4.6k 80.95
Verizon Communications (VZ) 0.2 $361k 6.0k 60.44
iShares S&P 500 Growth Index (IVW) 0.2 $344k 1.9k 180.20
iShares MSCI Emerging Markets Indx (EEM) 0.2 $293k 7.2k 40.81
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $204k 1.4k 150.00
Schwab Strategic Tr 0 (SCHP) 0.1 $215k 3.8k 56.68