Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of Sept. 30, 2016

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 33 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 61.9 $96M 3.2M 29.63
Vanguard Europe Pacific ETF (VEA) 6.1 $9.5M 253k 37.41
iShares Russell Midcap Index Fund (IWR) 5.8 $9.0M 52k 174.33
Vanguard Mid-Cap ETF (VO) 5.1 $7.9M 61k 129.45
Schwab International Equity ETF (SCHF) 3.6 $5.6M 196k 28.79
iShares Russell 1000 Growth Index (IWF) 2.6 $3.9M 38k 104.17
Vanguard REIT ETF (VNQ) 2.1 $3.3M 38k 86.75
Nuveen Barclays Shrt Term Muni bdfund (SHM) 1.9 $3.0M 61k 48.86
iShares S&P 500 Index (IVV) 1.4 $2.2M 10k 217.56
Vanguard Short-Term Bond ETF (BSV) 1.4 $2.1M 26k 80.82
Vanguard S&p 500 Etf idx (VOO) 1.4 $2.1M 11k 198.72
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.3 $2.1M 24k 86.37
Vanguard Small-Cap ETF (VB) 0.5 $826k 6.8k 122.14
WesBan (WSBC) 0.5 $708k 22k 32.87
iShares S&P MidCap 400 Value Index (IJJ) 0.4 $673k 5.1k 132.98
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.4 $560k 10k 55.14
Apple Computer 0.3 $501k 4.4k 113.02
Powershares Etf Tr Ii s^p500 low vol 0.3 $495k 12k 41.49
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.3 $471k 3.7k 127.57
At&t (T) 0.3 $454k 11k 40.57
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $441k 8.2k 53.63
Verizon Communications (VZ) 0.3 $426k 8.2k 52.02
iShares FTSE KLD 400 Social Idx (DSI) 0.3 $436k 5.4k 80.46
iShares Lehman Aggregate Bond (AGG) 0.3 $424k 3.8k 112.32
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $314k 3.6k 87.71
Vanguard Emerging Markets ETF (VWO) 0.2 $306k 8.1k 37.68
Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $281k 5.4k 51.57
Matthews International Corporation (MATW) 0.2 $243k 4.0k 60.75
Microsoft Corporation (MSFT) 0.1 $212k 3.7k 57.61
Vanguard Growth ETF (VUG) 0.1 $208k 1.8k 112.55
Ford Motor Company (F) 0.1 $149k 12k 12.06
Neuralstem 0.0 $4.0k 11k 0.36
Sanofi Aventis Wi Conval Rt 0.0 $7.0k 25k 0.28