Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of March 31, 2016

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 27 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
Federated Investors (FHI) 70.0 $100M 3.5M 28.85
iShares Russell Midcap Index Fund (IWR) 6.0 $8.6M 53k 162.91
Vanguard Mid-Cap ETF (VO) 4.9 $7.0M 58k 121.22
Vanguard Europe Pacific ETF (VEA) 3.0 $4.3M 120k 35.88
iShares Russell 1000 Growth Index (IWF) 2.8 $4.0M 40k 99.77
Vanguard REIT ETF (VNQ) 2.7 $3.9M 47k 83.79
Schwab International Equity ETF (SCHF) 1.5 $2.1M 79k 27.11
Vanguard Short-Term Bond ETF (BSV) 1.5 $2.1M 26k 80.63
Vanguard S&p 500 Etf idx (VOO) 1.4 $2.0M 11k 188.54
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.3 $1.9M 23k 80.34
iShares S&P 500 Index (IVV) 0.8 $1.2M 5.8k 206.65
Vanguard Small-Cap ETF (VB) 0.5 $777k 7.0k 111.51
iShares S&P MidCap 400 Value Index (IJJ) 0.5 $738k 6.0k 124.01
WesBan (WSBC) 0.4 $630k 21k 29.73
Verizon Communications (VZ) 0.3 $438k 8.1k 54.13
At&t (T) 0.3 $424k 11k 39.16
iShares FTSE KLD 400 Social Idx (DSI) 0.3 $415k 5.4k 76.58
iShares Lehman Aggregate Bond (AGG) 0.3 $404k 3.6k 110.93
Apple Computer 0.3 $403k 3.7k 109.07
Powershares Etf Tr Ii s^p500 low vol 0.3 $372k 9.2k 40.30
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $310k 5.8k 53.22
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $294k 3.4k 86.34
Matthews International Corporation (MATW) 0.1 $206k 4.0k 51.50
Ford Motor Company (F) 0.1 $205k 15k 13.48
Ssga Active Etf Tr mult ass rlrtn (RLY) 0.1 $207k 8.9k 23.19
Neuralstem 0.0 $8.0k 11k 0.73
Sanofi Aventis Wi Conval Rt 0.0 $3.0k 25k 0.12