Fragasso as of March 31, 2017
Portfolio Holdings for Fragasso
Fragasso holds 62 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 31.0 | $98M | 453k | 216.35 | |
iShares MSCI EAFE Index Fund (EFA) | 17.8 | $56M | 901k | 62.29 | |
iShares Russell Midcap Index Fund (IWR) | 10.3 | $32M | 173k | 187.18 | |
iShares Lehman Aggregate Bond (AGG) | 10.2 | $32M | 296k | 108.49 | |
Vanguard Extended Market ETF (VXF) | 3.3 | $10M | 103k | 99.88 | |
Ishares Tr eafe min volat (EFAV) | 1.2 | $3.6M | 55k | 65.99 | |
Pimco Total Return Etf totl (BOND) | 1.1 | $3.6M | 34k | 105.30 | |
Amgen (AMGN) | 1.1 | $3.4M | 21k | 164.04 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.1 | $3.3M | 30k | 108.94 | |
Schwab International Equity ETF (SCHF) | 1.0 | $3.2M | 106k | 29.87 | |
Ishares Tr usa min vo (USMV) | 0.9 | $3.0M | 63k | 47.72 | |
Johnson & Johnson (JNJ) | 0.9 | $2.8M | 22k | 124.54 | |
Microsoft Corporation (MSFT) | 0.9 | $2.7M | 41k | 65.84 | |
WisdomTree MidCap Dividend Fund (DON) | 0.8 | $2.5M | 26k | 97.50 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $2.5M | 28k | 87.81 | |
Apple (AAPL) | 0.8 | $2.4M | 17k | 143.66 | |
iShares Russell 1000 Value Index (IWD) | 0.7 | $2.1M | 19k | 114.92 | |
PNC Financial Services (PNC) | 0.7 | $2.1M | 17k | 120.19 | |
Procter & Gamble Company (PG) | 0.6 | $2.0M | 22k | 89.81 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.0M | 24k | 82.00 | |
International Business Machines (IBM) | 0.6 | $1.8M | 10k | 174.08 | |
Cisco Systems (CSCO) | 0.6 | $1.7M | 51k | 33.79 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.6 | $1.7M | 16k | 105.54 | |
Pfizer (PFE) | 0.5 | $1.7M | 49k | 34.20 | |
Parker-Hannifin Corporation (PH) | 0.5 | $1.6M | 10k | 160.25 | |
PPL Corporation (PPL) | 0.5 | $1.6M | 44k | 37.38 | |
American Tower Reit (AMT) | 0.5 | $1.7M | 14k | 121.51 | |
Starbucks Corporation (SBUX) | 0.5 | $1.5M | 26k | 58.39 | |
Ball Corporation (BALL) | 0.5 | $1.6M | 21k | 74.22 | |
Discover Financial Services (DFS) | 0.5 | $1.5M | 22k | 68.35 | |
C.H. Robinson Worldwide (CHRW) | 0.5 | $1.5M | 19k | 77.26 | |
Masco Corporation (MAS) | 0.5 | $1.4M | 42k | 33.99 | |
Verizon Communications (VZ) | 0.4 | $1.4M | 28k | 48.72 | |
Visa (V) | 0.4 | $1.4M | 15k | 88.82 | |
Wal-Mart Stores (WMT) | 0.4 | $1.3M | 18k | 72.08 | |
Vanguard High Dividend Yield ETF (VYM) | 0.4 | $1.3M | 17k | 77.61 | |
Time Warner | 0.4 | $1.2M | 12k | 97.66 | |
Pepsi (PEP) | 0.4 | $1.2M | 11k | 111.79 | |
Schlumberger (SLB) | 0.4 | $1.2M | 15k | 78.07 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $1.2M | 18k | 63.35 | |
Gilead Sciences (GILD) | 0.4 | $1.2M | 17k | 67.89 | |
Qualcomm (QCOM) | 0.4 | $1.1M | 20k | 57.33 | |
Wells Fargo & Company (WFC) | 0.3 | $995k | 18k | 55.66 | |
Motorola Solutions (MSI) | 0.3 | $1.0M | 12k | 86.15 | |
Kingfisher (KGFHY) | 0.3 | $1.0M | 121k | 8.34 | |
iShares MSCI EAFE Growth Index (EFG) | 0.3 | $1.0M | 15k | 69.44 | |
Whole Foods Market | 0.3 | $926k | 31k | 29.69 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.3 | $887k | 28k | 31.44 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.3 | $882k | 11k | 80.58 | |
Fresenius Medical Care AG & Co. (FMS) | 0.3 | $814k | 19k | 42.08 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $826k | 21k | 39.68 | |
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf | 0.2 | $752k | 32k | 23.41 | |
V.F. Corporation (VFC) | 0.2 | $726k | 13k | 54.90 | |
General Electric Company | 0.2 | $604k | 20k | 29.78 | |
SYSCO Corporation (SYY) | 0.2 | $599k | 12k | 51.86 | |
Fifth Third Ban (FITB) | 0.2 | $608k | 24k | 25.39 | |
At&t (T) | 0.1 | $480k | 12k | 41.50 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $392k | 16k | 23.95 | |
Goodyear Tire & Rubber Company (GT) | 0.1 | $362k | 10k | 35.97 | |
Ford Motor Company (F) | 0.1 | $307k | 26k | 11.63 | |
Vaneck Vectors Etf Tr High Yld Mun Etf | 0.1 | $327k | 11k | 30.53 | |
Kinder Morgan (KMI) | 0.1 | $236k | 11k | 21.68 |