S. R. Schill & Associates as of March 31, 2016
Portfolio Holdings for S. R. Schill & Associates
S. R. Schill & Associates holds 66 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
United Parcel Service (UPS) | 23.8 | $35M | 334k | 105.47 | |
Vanguard REIT ETF (VNQ) | 9.1 | $13M | 160k | 83.80 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 5.9 | $8.7M | 283k | 30.63 | |
Pimco Total Return Etf totl (BOND) | 5.2 | $7.7M | 73k | 105.47 | |
iShares MSCI EAFE Value Index (EFV) | 4.8 | $7.1M | 159k | 44.86 | |
iShares MSCI EAFE Growth Index (EFG) | 4.5 | $6.6M | 100k | 65.81 | |
Vanguard Long-Term Bond ETF (BLV) | 4.4 | $6.5M | 70k | 93.03 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 4.3 | $6.4M | 74k | 86.26 | |
iShares S&P 500 Growth Index (IVW) | 2.7 | $3.9M | 34k | 115.89 | |
iShares S&P 500 Value Index (IVE) | 2.5 | $3.7M | 41k | 89.93 | |
iShares Russell Midcap Value Index (IWS) | 2.2 | $3.3M | 46k | 70.93 | |
iShares Dow Jones US Home Const. (ITB) | 2.1 | $3.1M | 115k | 27.08 | |
Vanguard High Dividend Yield ETF (VYM) | 2.1 | $3.1M | 45k | 69.05 | |
iShares S&P MidCap 400 Growth (IJK) | 2.0 | $2.9M | 18k | 162.64 | |
Health Care SPDR (XLV) | 1.6 | $2.3M | 34k | 67.79 | |
Vanguard Small-Cap Value ETF (VBR) | 1.4 | $2.0M | 20k | 101.86 | |
At&t (T) | 1.2 | $1.8M | 45k | 39.17 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.1 | $1.6M | 14k | 119.01 | |
Robert Half International (RHI) | 1.1 | $1.6M | 34k | 46.58 | |
New York Community Ban | 1.0 | $1.5M | 95k | 15.89 | |
Johnson & Johnson (JNJ) | 0.9 | $1.3M | 12k | 108.21 | |
Ford Motor Company (F) | 0.8 | $1.2M | 91k | 13.51 | |
General Electric Company | 0.8 | $1.2M | 37k | 31.78 | |
Energy Select Sector SPDR (XLE) | 0.8 | $1.1M | 19k | 61.89 | |
SPDR S&P Metals and Mining (XME) | 0.6 | $951k | 47k | 20.46 | |
Procter & Gamble Company (PG) | 0.6 | $893k | 11k | 82.27 | |
Microsoft Corporation (MSFT) | 0.6 | $862k | 16k | 55.24 | |
Intel Corporation (INTC) | 0.6 | $858k | 27k | 32.35 | |
Emerson Electric (EMR) | 0.6 | $847k | 16k | 54.40 | |
Paccar (PCAR) | 0.5 | $790k | 15k | 54.67 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.5 | $733k | 16k | 46.87 | |
Verizon Communications (VZ) | 0.5 | $727k | 13k | 54.07 | |
Community Bank System (CBU) | 0.5 | $708k | 19k | 38.23 | |
Starwood Property Trust (STWD) | 0.5 | $680k | 36k | 18.92 | |
Boeing Company (BA) | 0.5 | $672k | 5.3k | 126.89 | |
Realty Income (O) | 0.4 | $614k | 9.8k | 62.46 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.4 | $619k | 8.5k | 73.23 | |
Amazon (AMZN) | 0.4 | $594k | 1.0k | 593.41 | |
Umpqua Holdings Corporation | 0.4 | $578k | 37k | 15.85 | |
Genuine Parts Company (GPC) | 0.4 | $566k | 5.7k | 99.30 | |
PPG Industries (PPG) | 0.4 | $568k | 5.1k | 111.42 | |
Duke Energy (DUK) | 0.4 | $547k | 6.8k | 80.67 | |
CenturyLink | 0.3 | $504k | 16k | 31.94 | |
E.I. du Pont de Nemours & Company | 0.3 | $481k | 7.6k | 63.27 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $457k | 3.4k | 134.41 | |
Nextera Energy (NEE) | 0.3 | $429k | 3.6k | 118.34 | |
Healthsouth | 0.3 | $413k | 11k | 37.63 | |
iShares S&P 100 Index (OEF) | 0.3 | $400k | 4.4k | 91.37 | |
Alerian Mlp Etf | 0.3 | $392k | 36k | 10.91 | |
Kraft Heinz (KHC) | 0.3 | $392k | 5.0k | 78.62 | |
Eli Lilly & Co. (LLY) | 0.2 | $356k | 4.9k | 72.11 | |
UnitedHealth (UNH) | 0.2 | $346k | 2.7k | 128.72 | |
Apple (AAPL) | 0.2 | $307k | 2.8k | 109.10 | |
McDonald's Corporation (MCD) | 0.2 | $278k | 2.2k | 125.85 | |
Gilead Sciences (GILD) | 0.2 | $276k | 3.0k | 91.69 | |
Welltower Inc Com reit (WELL) | 0.2 | $283k | 4.1k | 69.23 | |
J.M. Smucker Company (SJM) | 0.2 | $260k | 2.0k | 130.00 | |
D.R. Horton (DHI) | 0.2 | $258k | 8.5k | 30.20 | |
PIMCO High Income Fund (PHK) | 0.2 | $252k | 28k | 8.91 | |
Utilities SPDR (XLU) | 0.2 | $241k | 4.9k | 49.66 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.2 | $238k | 48k | 5.00 | |
General Motors Company (GM) | 0.2 | $232k | 7.4k | 31.42 | |
Pepsi (PEP) | 0.1 | $215k | 2.1k | 102.38 | |
First Solar (FSLR) | 0.1 | $217k | 3.2k | 68.61 | |
Broad | 0.1 | $215k | 1.4k | 154.68 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $213k | 1.9k | 109.29 |