DiMeo Schneider & Associates

DiMeo Schneider & Associates as of Sept. 30, 2020

Portfolio Holdings for DiMeo Schneider & Associates

DiMeo Schneider & Associates holds 22 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 20.9 $37M 421k 88.22
Vanguard Index Fds Large Cap Etf (VV) 19.7 $35M 224k 156.44
Ishares Tr Cre U S Reit Etf (USRT) 19.1 $34M 776k 43.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 9.9 $18M 338k 52.17
Vanguard Index Fds Small Cp Etf (VB) 9.1 $16M 106k 153.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.8 $12M 39k 307.76
Ishares Tr Core S&p500 Etf (IVV) 6.1 $11M 33k 336.06
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.5 $6.2M 151k 40.90
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.9M 11k 170.32
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $1.6M 45k 35.38
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.9 $1.6M 25k 63.46
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $584k 3.3k 176.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $467k 2.0k 231.07
Truist Financial Corp equities (TFC) 0.2 $381k 10k 38.07
Dominion Resources (D) 0.2 $345k 4.4k 78.93
Verizon Communications (VZ) 0.2 $332k 5.6k 59.57
Ishares Tr Russell 2000 Etf (IWM) 0.2 $297k 2.0k 149.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $292k 5.1k 57.29
Dick's Sporting Goods (DKS) 0.2 $268k 4.6k 57.90
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $264k 4.3k 61.58
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $166k 154k 1.07
Cohen & Steers Quality Income Realty (RQI) 0.1 $113k 10k 11.12