DiMeo Schneider & Associates

DiMeo Schneider & Associates as of March 31, 2020

Portfolio Holdings for DiMeo Schneider & Associates

DiMeo Schneider & Associates holds 20 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Bond Market ETF (BND) 21.2 $36M 421k 85.35
iShares FTSE NAREIT Real Est 50 Ind (USRT) 19.4 $33M 840k 39.17
Vanguard Large-Cap ETF (VV) 15.8 $27M 226k 118.43
iShares S&P 500 Index (IVV) 9.2 $16M 60k 258.40
Vanguard Europe Pacific ETF (VEA) 8.0 $14M 405k 33.34
Vanguard Star Fd Intl Stk Idxf (VXUS) 7.8 $13M 315k 41.96
Vanguard Small-Cap ETF (VB) 7.6 $13M 111k 115.44
Vanguard S&p 500 Etf idx (VOO) 5.3 $9.0M 38k 236.83
iShares Russell Midcap Index Fund (IWR) 1.2 $2.1M 49k 43.17
Vanguard Mid-Cap ETF (VO) 0.9 $1.5M 12k 131.66
Schwab Strategic Tr us reit etf (SCHH) 0.9 $1.5M 46k 32.74
Ishares Tr msci eafe esg (ESGD) 0.8 $1.3M 24k 53.14
iShares Russell 2000 Index (IWM) 0.5 $810k 7.1k 114.47
Vanguard Extended Market ETF (VXF) 0.3 $473k 5.2k 90.60
Vanguard Emerging Markets ETF (VWO) 0.3 $444k 13k 33.55
Truist Financial Corp equities (TFC) 0.2 $340k 11k 30.88
Dominion Resources (D) 0.2 $330k 4.6k 72.19
Verizon Communications (VZ) 0.2 $321k 6.0k 53.74
iShares S&P 500 Growth Index (IVW) 0.2 $310k 1.9k 164.98
Schwab Strategic Tr 0 (SCHP) 0.2 $257k 4.5k 57.57