Financial Planners of Cleveland

Financial Planners of Cleveland as of Dec. 31, 2021

Portfolio Holdings for Financial Planners of Cleveland

Financial Planners of Cleveland holds 87 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 26.5 $65M 435k 149.98
Ishares Tr Core Us Aggbd Et (AGG) 16.2 $40M 353k 112.80
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.5 $23M 428k 54.56
Ishares Tr National Mun Etf (MUB) 8.0 $20M 170k 115.42
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 6.3 $16M 210k 73.94
Wisdomtree Tr Yield Enhanced (SHAG) 4.4 $11M 217k 50.16
Apple (AAPL) 3.4 $8.3M 48k 172.11
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $5.5M 24k 234.93
Sherwin-Williams Company (SHW) 1.9 $4.8M 14k 334.55
Ishares Tr Russell 2000 Etf (IWM) 1.8 $4.4M 21k 212.99
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $4.1M 14k 287.58
Ishares Tr Core Msci Total (IXUS) 1.1 $2.7M 38k 71.58
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.1 $2.6M 47k 56.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.2M 40k 54.50
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $1.6M 32k 50.45
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.6M 3.5k 466.59
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.6 $1.6M 84k 18.67
Amazon (AMZN) 0.5 $1.2M 387.00 3222.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.2M 2.6k 452.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.1M 3.0k 377.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.1M 6.3k 169.87
Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $1.0M 16k 65.23
Microsoft Corporation (MSFT) 0.4 $1.0M 3.3k 304.52
BlackRock Inv. Quality Munic. Trust (BKN) 0.4 $974k 54k 18.15
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $968k 2.00 484000.00
At&t (T) 0.4 $874k 33k 26.69
Caterpillar (CAT) 0.3 $793k 3.5k 227.16
Kraft Heinz (KHC) 0.3 $725k 19k 37.66
Cedar Fair Depositry Unit 0.3 $689k 15k 47.18
Alphabet Cap Stk Cl A (GOOGL) 0.3 $679k 245.00 2771.43
Sealed Air (SEE) 0.3 $618k 9.1k 67.72
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $605k 12k 52.42
Ishares Tr Msci Eafe Etf (EFA) 0.2 $605k 7.8k 78.00
Kite Rlty Group Tr Com New (KRG) 0.2 $594k 26k 22.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $553k 1.9k 297.79
Chevron Corporation (CVX) 0.2 $552k 4.7k 118.20
Vanguard World Mega Cap Val Etf (MGV) 0.2 $550k 5.0k 108.93
Exxon Mobil Corporation (XOM) 0.2 $541k 8.2k 66.13
Verizon Communications (VZ) 0.2 $512k 28k 18.28
Pepsi (PEP) 0.2 $511k 3.1k 165.43
Visa Com Cl A (V) 0.2 $465k 2.2k 214.98
Honeywell International (HON) 0.2 $450k 2.1k 212.46
Procter & Gamble Company (PG) 0.2 $443k 2.8k 157.88
Dominion Resources (D) 0.2 $441k 5.5k 79.78
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $419k 11k 39.37
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $408k 2.6k 158.69
McDonald's Corporation (MCD) 0.2 $397k 1.5k 261.36
Progressive Corporation (PGR) 0.2 $393k 3.6k 109.20
Johnson & Johnson (JNJ) 0.2 $387k 2.6k 148.45
Lincoln Electric Holdings (LECO) 0.2 $385k 2.8k 139.49
Nextera Energy (NEE) 0.2 $383k 4.4k 86.65
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $362k 5.5k 66.18
Paypal Holdings (PYPL) 0.1 $349k 1.9k 180.92
NVIDIA Corporation (NVDA) 0.1 $347k 1.3k 266.10
JPMorgan Chase & Co. (JPM) 0.1 $344k 2.0k 168.38
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $342k 4.6k 74.49
Walt Disney Company (DIS) 0.1 $340k 2.2k 155.46
Pfizer (PFE) 0.1 $333k 6.1k 54.77
Abbvie (ABBV) 0.1 $332k 2.5k 133.39
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $314k 9.2k 34.06
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $313k 2.9k 109.71
Parker-Hannifin Corporation (PH) 0.1 $311k 948.00 328.06
Alphabet Cap Stk Cl C (GOOG) 0.1 $309k 111.00 2783.78
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $303k 1.8k 164.14
Home Depot (HD) 0.1 $301k 778.00 386.89
Costco Wholesale Corporation (COST) 0.1 $297k 572.00 519.23
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.1 $291k 5.7k 51.00
Guinness Atkinson Fds Smartetf Trasp (MOTO) 0.1 $288k 6.0k 48.01
Ishares Tr Select Divid Etf (DVY) 0.1 $287k 2.3k 127.10
Oracle Corporation (ORCL) 0.1 $272k 3.1k 87.88
Prologis (PLD) 0.1 $271k 1.8k 153.28
Global X Fds Internet Of Thng (SNSR) 0.1 $257k 6.9k 37.15
Wisdomtree Tr Us High Dividend (DHS) 0.1 $255k 3.0k 85.43
Lowe's Companies (LOW) 0.1 $251k 1.0k 251.00
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $251k 4.1k 61.94
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $251k 2.4k 104.58
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $251k 8.9k 28.23
Thermo Fisher Scientific (TMO) 0.1 $234k 389.00 601.54
ConocoPhillips (COP) 0.1 $226k 2.7k 83.46
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.1 $223k 5.7k 38.82
Merck & Co (MRK) 0.1 $218k 2.7k 81.34
Philip Morris International (PM) 0.1 $212k 2.1k 102.02
Boston Scientific Corporation (BSX) 0.1 $205k 4.6k 44.57
Vanguard Index Fds Growth Etf (VUG) 0.1 $203k 675.00 300.74
Intel Corporation (INTC) 0.1 $200k 3.6k 54.88
Athersys 0.0 $68k 82k 0.83
Compass Diversified Sh Ben Int (CODI) 0.0 $65k 11k 6.00