S. R. Schill & Associates as of Dec. 31, 2015
Portfolio Holdings for S. R. Schill & Associates
S. R. Schill & Associates holds 66 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
United Parcel Service (UPS) | 22.3 | $32M | 333k | 96.23 | |
Vanguard REIT ETF (VNQ) | 9.1 | $13M | 164k | 79.73 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 6.1 | $8.8M | 289k | 30.40 | |
Pimco Total Return Etf totl (BOND) | 5.5 | $8.0M | 77k | 104.22 | |
Vanguard Long-Term Bond ETF (BLV) | 4.4 | $6.4M | 73k | 86.81 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 4.2 | $6.1M | 73k | 83.06 | |
iShares MSCI EAFE Growth Index (EFG) | 4.1 | $5.9M | 87k | 67.14 | |
iShares MSCI EAFE Value Index (EFV) | 3.3 | $4.8M | 102k | 46.52 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 2.8 | $4.0M | 115k | 34.43 | |
iShares S&P 500 Growth Index (IVW) | 2.4 | $3.5M | 30k | 115.80 | |
iShares S&P MidCap 400 Growth (IJK) | 2.3 | $3.3M | 20k | 160.96 | |
Health Care SPDR (XLV) | 2.2 | $3.1M | 44k | 72.02 | |
Vanguard Small-Cap Growth ETF (VBK) | 2.0 | $2.9M | 24k | 121.43 | |
Vanguard High Dividend Yield ETF (VYM) | 2.0 | $2.9M | 43k | 66.74 | |
iShares Dow Jones US Home Const. (ITB) | 1.9 | $2.7M | 100k | 27.10 | |
Financial Select Sector SPDR (XLF) | 1.6 | $2.3M | 97k | 23.83 | |
iShares Russell Midcap Value Index (IWS) | 1.4 | $1.9M | 28k | 68.67 | |
Vanguard Small-Cap Value ETF (VBR) | 1.2 | $1.8M | 18k | 98.76 | |
Robert Half International (RHI) | 1.1 | $1.6M | 34k | 47.14 | |
New York Community Ban | 1.1 | $1.6M | 97k | 16.32 | |
At&t (T) | 1.0 | $1.4M | 42k | 34.40 | |
iShares S&P 500 Value Index (IVE) | 0.9 | $1.4M | 15k | 88.53 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.9 | $1.3M | 27k | 47.78 | |
Ford Motor Company (F) | 0.8 | $1.2M | 86k | 14.09 | |
General Electric Company | 0.8 | $1.1M | 37k | 31.15 | |
Energy Select Sector SPDR (XLE) | 0.8 | $1.1M | 19k | 60.31 | |
Johnson & Johnson (JNJ) | 0.8 | $1.1M | 11k | 102.70 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.6 | $892k | 13k | 70.56 | |
Microsoft Corporation (MSFT) | 0.6 | $861k | 16k | 55.50 | |
Intel Corporation (INTC) | 0.6 | $848k | 25k | 34.45 | |
Boeing Company (BA) | 0.6 | $801k | 5.5k | 144.56 | |
Procter & Gamble Company (PG) | 0.5 | $763k | 9.6k | 79.42 | |
Community Bank System (CBU) | 0.5 | $752k | 19k | 39.92 | |
Starwood Property Trust (STWD) | 0.5 | $739k | 36k | 20.56 | |
Emerson Electric (EMR) | 0.5 | $721k | 15k | 47.85 | |
Amazon (AMZN) | 0.5 | $717k | 1.1k | 676.42 | |
Paccar (PCAR) | 0.5 | $702k | 15k | 47.39 | |
Umpqua Holdings Corporation | 0.4 | $640k | 40k | 15.91 | |
Verizon Communications (VZ) | 0.4 | $621k | 13k | 46.18 | |
Cisco Systems (CSCO) | 0.4 | $587k | 22k | 27.13 | |
Realty Income (O) | 0.4 | $533k | 10k | 51.60 | |
PPG Industries (PPG) | 0.3 | $504k | 5.1k | 98.86 | |
E.I. du Pont de Nemours & Company | 0.3 | $509k | 7.6k | 66.59 | |
Genuine Parts Company (GPC) | 0.3 | $490k | 5.7k | 85.96 | |
Duke Energy (DUK) | 0.3 | $460k | 6.4k | 71.42 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $433k | 3.4k | 127.35 | |
Alerian Mlp Etf | 0.3 | $433k | 36k | 12.05 | |
Eli Lilly & Co. (LLY) | 0.3 | $416k | 4.9k | 84.26 | |
iShares S&P 100 Index (OEF) | 0.3 | $399k | 4.4k | 91.14 | |
Healthsouth | 0.3 | $384k | 11k | 34.79 | |
CenturyLink | 0.3 | $376k | 15k | 25.18 | |
Nextera Energy (NEE) | 0.3 | $377k | 3.6k | 104.00 | |
Kraft Heinz (KHC) | 0.2 | $363k | 5.0k | 72.80 | |
McDonald's Corporation (MCD) | 0.2 | $296k | 2.5k | 117.98 | |
Apple (AAPL) | 0.2 | $287k | 2.7k | 105.21 | |
UnitedHealth (UNH) | 0.2 | $274k | 2.3k | 117.45 | |
Gilead Sciences (GILD) | 0.2 | $273k | 2.7k | 101.19 | |
Welltower Inc Com reit (WELL) | 0.2 | $278k | 4.1k | 68.00 | |
D.R. Horton (DHI) | 0.2 | $259k | 8.1k | 32.00 | |
J.M. Smucker Company (SJM) | 0.2 | $247k | 2.0k | 123.50 | |
General Motors Company (GM) | 0.2 | $248k | 7.3k | 34.04 | |
PIMCO High Income Fund (PHK) | 0.2 | $231k | 28k | 8.16 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $218k | 3.3k | 65.90 | |
Pepsi (PEP) | 0.1 | $210k | 2.1k | 100.00 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $218k | 1.9k | 111.85 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $218k | 48k | 4.58 |