DiMeo Schneider & Associates

DiMeo Schneider & Associates as of June 30, 2020

Portfolio Holdings for DiMeo Schneider & Associates

DiMeo Schneider & Associates holds 18 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 20.4 $34M 235k 143.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 20.1 $33M 376k 88.34
Ishares Tr Cre U S Reit Etf (USRT) 18.0 $30M 685k 43.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 10.5 $17M 351k 49.17
Vanguard Index Fds Small Cp Etf (VB) 10.1 $17M 114k 145.83
Ishares Tr Core S&p500 Etf (IVV) 6.9 $11M 37k 309.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.1 $10M 36k 283.42
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 3.7 $6.1M 158k 38.79
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.7M 47k 35.22
Ishares Tr Esg Msci Eafe (ESGD) 0.9 $1.5M 25k 60.59
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $1.2M 23k 53.61
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $539k 3.3k 163.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $418k 2.0k 207.34
Truist Financial Corp equities (TFC) 0.2 $376k 10k 37.57
Dominion Resources (D) 0.2 $355k 4.4k 81.22
Ishares Tr Russell 2000 Etf (IWM) 0.2 $328k 2.3k 143.11
Verizon Communications (VZ) 0.2 $307k 5.6k 55.09
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $220k 3.7k 60.11