Investment Partners

Investment Partners as of Dec. 31, 2018

Portfolio Holdings for Investment Partners

Investment Partners holds 130 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Europe Pacific ETF (VEA) 3.9 $4.6M 124k 37.10
iShares S&P 500 Index (IVV) 3.2 $3.8M 15k 251.62
iShares Russell 1000 Value Index (IWD) 3.1 $3.7M 33k 111.04
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 3.0 $3.6M 69k 52.42
iShares Russell 2000 Value Index (IWN) 3.0 $3.5M 33k 107.54
iShares Russell 1000 Growth Index (IWF) 2.8 $3.3M 25k 130.90
Microsoft Corporation (MSFT) 2.8 $3.3M 32k 101.56
iShares MSCI EAFE Index Fund (EFA) 2.8 $3.3M 56k 58.78
SPDR S&P Dividend (SDY) 2.6 $3.1M 35k 89.52
iShares S&P MidCap 400 Index (IJH) 2.2 $2.6M 16k 166.03
iShares Russell Midcap Value Index (IWS) 2.1 $2.5M 33k 76.35
Ishares Inc core msci emkt (IEMG) 2.0 $2.4M 50k 47.16
JPMorgan Chase & Co. (JPM) 1.8 $2.1M 21k 97.64
Vanguard Emerging Markets ETF (VWO) 1.7 $2.0M 54k 38.10
Utilities SPDR (XLU) 1.7 $2.0M 37k 52.93
Visa (V) 1.6 $1.9M 14k 131.97
iShares Russell 2000 Growth Index (IWO) 1.6 $1.9M 11k 168.00
Vanguard REIT ETF (VNQ) 1.6 $1.9M 25k 74.55
Boeing Company (BA) 1.5 $1.8M 5.6k 322.55
iShares Russell Midcap Growth Idx. (IWP) 1.3 $1.6M 14k 113.69
iShares S&P 500 Growth Index (IVW) 1.3 $1.5M 10k 150.68
SPDR Wells Fargo Prfd Stk ETF (PSK) 1.3 $1.5M 38k 39.55
iShares S&P 1500 Index Fund (ITOT) 1.2 $1.5M 26k 56.77
Pfizer (PFE) 1.2 $1.5M 33k 43.64
Alerian Mlp Etf 1.2 $1.4M 162k 8.73
Home Depot (HD) 1.2 $1.4M 8.2k 171.83
Verizon Communications (VZ) 1.2 $1.4M 25k 56.23
iShares S&P 500 Value Index (IVE) 1.2 $1.4M 14k 101.14
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.1 $1.4M 25k 55.00
Walt Disney Company (DIS) 1.1 $1.4M 12k 109.62
iShares Dow Jones US Energy Sector (IYE) 1.1 $1.4M 44k 31.16
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.1 $1.3M 26k 51.65
Johnson & Johnson (JNJ) 1.0 $1.2M 9.5k 129.04
Cisco Systems (CSCO) 1.0 $1.2M 29k 43.32
Spdr S&p 500 Etf (SPY) 1.0 $1.2M 4.8k 249.84
Ishares High Dividend Equity F (HDV) 1.0 $1.2M 14k 84.37
Automatic Data Processing (ADP) 0.9 $1.1M 8.6k 131.11
Vanguard Short-Term Bond ETF (BSV) 0.9 $1.1M 14k 78.58
Dowdupont 0.9 $1.1M 20k 53.47
Wal-Mart Stores (WMT) 0.9 $1.1M 12k 93.19
Procter & Gamble Company (PG) 0.9 $1.1M 12k 91.90
Berkshire Hathaway (BRK.B) 0.9 $1.0M 5.1k 204.23
American Electric Power Company (AEP) 0.8 $1.0M 14k 74.72
Bristol Myers Squibb (BMY) 0.8 $991k 19k 51.99
Coca-Cola Company (KO) 0.8 $965k 20k 47.36
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.8 $961k 10k 94.69
Exxon Mobil Corporation (XOM) 0.8 $943k 14k 68.17
Apple (AAPL) 0.8 $888k 5.6k 157.84
Intel Corporation (INTC) 0.7 $842k 18k 46.91
Caterpillar (CAT) 0.7 $812k 6.4k 127.03
SPDR Dow Jones Global Real Estate (RWO) 0.6 $741k 17k 44.25
Eli Lilly & Co. (LLY) 0.6 $729k 6.3k 115.68
Pepsi (PEP) 0.6 $726k 6.6k 110.49
Oracle Corporation (ORCL) 0.6 $713k 16k 45.15
Chevron Corporation (CVX) 0.6 $699k 6.4k 108.74
At&t (T) 0.6 $689k 24k 28.52
Abbvie (ABBV) 0.6 $693k 7.5k 92.18
iShares Russell 2000 Index (IWM) 0.6 $667k 5.0k 133.94
Merck & Co (MRK) 0.5 $592k 7.8k 76.35
iShares Silver Trust (SLV) 0.5 $581k 40k 14.52
Ishares Tr usa min vo (USMV) 0.5 $585k 11k 52.44
Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) 0.5 $586k 12k 48.48
Allstate Corporation (ALL) 0.4 $519k 6.3k 82.62
iShares Barclays TIPS Bond Fund (TIP) 0.4 $520k 4.8k 109.47
Lockheed Martin Corporation (LMT) 0.4 $512k 2.0k 261.89
International Business Machines (IBM) 0.4 $484k 4.3k 113.78
Invesco S&p 500 Low Volatility Etf (SPLV) 0.4 $491k 11k 46.66
Abbott Laboratories (ABT) 0.4 $475k 6.6k 72.30
McDonald's Corporation (MCD) 0.4 $464k 2.6k 177.44
Nextera Energy (NEE) 0.4 $468k 2.7k 173.91
Amazon (AMZN) 0.3 $413k 275.00 1501.82
3M Company (MMM) 0.3 $398k 2.1k 190.34
Amgen (AMGN) 0.3 $395k 2.0k 194.77
Enbridge (ENB) 0.3 $396k 13k 31.07
Cincinnati Financial Corporation (CINF) 0.3 $374k 4.8k 77.42
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.3 $377k 7.2k 52.40
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) 0.3 $377k 26k 14.50
Colgate-Palmolive Company (CL) 0.3 $341k 5.7k 59.58
Thermo Fisher Scientific (TMO) 0.3 $332k 1.5k 223.57
United Technologies Corporation 0.3 $327k 3.1k 106.48
Biogen Idec (BIIB) 0.3 $331k 1.1k 300.91
Lowe's Companies (LOW) 0.3 $335k 3.6k 92.26
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.3 $337k 6.2k 54.19
UnitedHealth (UNH) 0.3 $322k 1.3k 249.23
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $315k 7.1k 44.49
Medtronic (MDT) 0.3 $319k 3.5k 90.86
U.S. Bancorp (USB) 0.3 $303k 6.6k 45.63
AFLAC Incorporated (AFL) 0.3 $308k 6.8k 45.51
Becton, Dickinson and (BDX) 0.2 $299k 1.3k 225.49
iShares Russell Midcap Index Fund (IWR) 0.2 $291k 6.3k 46.49
Texas Instruments Incorporated (TXN) 0.2 $290k 3.1k 94.62
Progressive Corporation (PGR) 0.2 $272k 4.5k 60.31
Yum! Brands (YUM) 0.2 $271k 2.9k 91.90
GlaxoSmithKline 0.2 $269k 7.0k 38.19
Old Republic International Corporation (ORI) 0.2 $270k 13k 20.58
Vanguard Dividend Appreciation ETF (VIG) 0.2 $267k 2.7k 97.84
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $269k 2.9k 91.50
Norfolk Southern (NSC) 0.2 $255k 1.7k 149.56
PPG Industries (PPG) 0.2 $259k 2.5k 102.09
Tiffany & Co. 0.2 $258k 3.2k 80.62
Analog Devices (ADI) 0.2 $258k 3.0k 85.74
Danaher Corporation (DHR) 0.2 $266k 2.6k 103.02
Clorox Company (CLX) 0.2 $259k 1.7k 153.98
Peoples Ban (PEBO) 0.2 $260k 8.7k 30.05
Bank of America Corporation (BAC) 0.2 $252k 10k 24.65
Kimberly-Clark Corporation (KMB) 0.2 $240k 2.1k 113.80
Harris Corporation 0.2 $232k 1.7k 134.88
Accenture (ACN) 0.2 $233k 1.6k 141.30
Key (KEY) 0.2 $234k 16k 14.76
DTE Energy Company (DTE) 0.2 $232k 2.1k 110.11
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.2 $242k 2.3k 103.91
Ishares Tr eafe min volat (EFAV) 0.2 $234k 3.5k 66.74
Invesco Dwa Technology Momentum Etf dwa technology (PTF) 0.2 $236k 4.5k 52.67
Costco Wholesale Corporation (COST) 0.2 $222k 1.1k 203.48
V.F. Corporation (VFC) 0.2 $228k 3.2k 71.38
Adobe Systems Incorporated (ADBE) 0.2 $226k 1.0k 226.00
Vanguard Russell 1000 Value Et (VONV) 0.2 $220k 2.3k 97.00
Farmers Natl Banc Corp (FMNB) 0.2 $231k 18k 12.76
Alphabet Inc Class C cs (GOOG) 0.2 $227k 219.00 1036.53
Chubb (CB) 0.2 $230k 1.8k 129.14
United States Oil Fund 0.2 $213k 22k 9.68
Powershares S&p Intl Dev Low Volatil Etf etf (IDLV) 0.2 $216k 7.2k 29.81
Health Care SPDR (XLV) 0.2 $200k 2.3k 86.62
Diageo (DEO) 0.2 $200k 1.4k 141.64
Wec Energy Group (WEC) 0.2 $205k 3.0k 69.23
Invesco Dwa Industrials Momentum Etf dwa indls mumt (PRN) 0.2 $206k 4.0k 50.96
PIMCO Corporate Opportunity Fund (PTY) 0.1 $167k 11k 15.39
DNP Select Income Fund (DNP) 0.1 $146k 14k 10.38
Ford Motor Company (F) 0.1 $122k 16k 7.62
Voya Prime Rate Trust sh ben int 0.1 $75k 17k 4.49