DiMeo Schneider & Associates

DiMeo Schneider & Associates as of Dec. 31, 2019

Portfolio Holdings for DiMeo Schneider & Associates

DiMeo Schneider & Associates holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf idx (VOO) 20.7 $38M 128k 295.80
iShares FTSE NAREIT Real Est 50 Ind (USRT) 19.9 $37M 670k 54.59
Vanguard Total Bond Market ETF (BND) 18.5 $34M 404k 83.86
Vanguard Small-Cap ETF (VB) 10.7 $20M 119k 165.64
Vanguard Star Fd Intl Stk Idxf (VXUS) 9.2 $17M 302k 55.69
iShares S&P 500 Index (IVV) 6.4 $12M 36k 323.24
Vanguard Mid-Cap ETF (VO) 5.2 $9.6M 54k 178.18
Vanguard Europe Pacific ETF (VEA) 3.9 $7.2M 163k 44.06
Schwab Strategic Tr us reit etf (SCHH) 1.1 $2.0M 44k 45.96
iShares Russell Midcap Index Fund (IWR) 0.9 $1.7M 28k 59.62
Ishares Tr msci eafe esg (ESGD) 0.9 $1.7M 24k 68.73
iShares MSCI ACWI ex US Index Fund (ACWX) 0.6 $1.1M 23k 49.14
iShares Russell 2000 Index (IWM) 0.3 $643k 3.9k 165.55
Truist Financial Corp equities (TFC) 0.3 $620k 11k 56.32
Dominion Resources (D) 0.2 $379k 4.6k 82.91
Verizon Communications (VZ) 0.2 $367k 6.0k 61.44
iShares S&P 500 Growth Index (IVW) 0.2 $373k 1.9k 193.46
iShares MSCI Emerging Markets Indx (EEM) 0.2 $320k 7.1k 44.89
iShares MSCI EAFE Index Fund (EFA) 0.1 $252k 3.6k 69.50
Dick's Sporting Goods (DKS) 0.1 $226k 4.6k 49.45
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $219k 1.4k 161.03
Schwab Strategic Tr 0 (SCHP) 0.1 $222k 3.9k 56.65