Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of June 30, 2016

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 29 positions in its portfolio as reported in the June 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 67.6 $100M 3.5M 28.78
iShares Russell Midcap Index Fund (IWR) 5.9 $8.8M 52k 168.19
Vanguard Mid-Cap ETF (VO) 5.0 $7.4M 60k 123.63
Schwab International Equity ETF (SCHF) 3.6 $5.4M 200k 27.11
Vanguard REIT ETF (VNQ) 2.8 $4.1M 46k 88.68
Vanguard Europe Pacific ETF (VEA) 2.8 $4.1M 115k 35.36
iShares Russell 1000 Growth Index (IWF) 2.6 $3.9M 39k 100.36
Vanguard Short-Term Bond ETF (BSV) 1.4 $2.1M 26k 81.05
Vanguard S&p 500 Etf idx (VOO) 1.4 $2.0M 11k 192.23
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.3 $2.0M 24k 82.76
iShares S&P 500 Index (IVV) 0.8 $1.2M 5.8k 210.53
Vanguard Small-Cap ETF (VB) 0.6 $812k 7.0k 115.65
WesBan (WSBC) 0.5 $663k 21k 31.03
iShares S&P MidCap 400 Value Index (IJJ) 0.4 $648k 5.1k 128.09
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $492k 9.5k 51.94
Powershares Etf Tr Ii s^p500 low vol 0.3 $472k 11k 42.75
iShares Lehman Aggregate Bond (AGG) 0.3 $462k 4.1k 112.68
At&t (T) 0.3 $450k 10k 43.23
Verizon Communications (VZ) 0.3 $452k 8.1k 55.86
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.3 $446k 3.6k 123.10
iShares FTSE KLD 400 Social Idx (DSI) 0.3 $419k 5.4k 77.32
Apple Computer 0.2 $359k 3.8k 95.71
Schwab Strategic Tr us aggregate b (SCHZ) 0.2 $350k 6.5k 53.70
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $315k 3.6k 87.99
Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $242k 4.9k 49.85
Matthews International Corporation (MATW) 0.1 $223k 4.0k 55.75
Ford Motor Company (F) 0.1 $191k 15k 12.56
Neuralstem 0.0 $3.0k 11k 0.27
Sanofi Aventis Wi Conval Rt 0.0 $6.0k 25k 0.24