Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of Sept. 30, 2017

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 42 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 56.8 $88M 3.0M 29.70
Vanguard Europe Pacific ETF (VEA) 8.0 $12M 286k 43.41
Vanguard Mid-Cap ETF (VO) 7.0 $11M 74k 147.01
iShares Russell Midcap Index Fund (IWR) 6.2 $9.6M 49k 197.14
Schwab International Equity ETF (SCHF) 3.5 $5.5M 164k 33.47
iShares Russell 1000 Growth Index (IWF) 2.7 $4.2M 34k 125.05
iShares S&P 500 Index (IVV) 1.6 $2.5M 9.9k 252.95
Aetna 1.4 $2.2M 14k 158.99
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.4 $2.2M 22k 99.01
Vanguard S&p 500 Etf idx (VOO) 1.2 $1.9M 8.3k 230.80
Vanguard Short-Term Bond ETF (BSV) 1.0 $1.5M 19k 79.80
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.8 $1.3M 8.5k 147.50
Schwab Strategic Tr us aggregate b (SCHZ) 0.7 $1.1M 22k 52.36
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.7 $1.0M 16k 64.18
Schwab Strategic Tr us lrg cap etf (SCHX) 0.6 $938k 16k 60.06
iShares Lehman Aggregate Bond (AGG) 0.5 $754k 6.9k 109.62
Vanguard Small-Cap ETF (VB) 0.5 $706k 5.0k 141.37
Schwab Strategic Tr sht tm us tres (SCHO) 0.4 $583k 12k 50.44
Vanguard REIT ETF (VNQ) 0.3 $538k 6.5k 83.02
Schwab Emerging Markets Equity ETF (SCHE) 0.3 $514k 19k 26.91
Rydex S&P Equal Weight ETF 0.3 $490k 5.1k 95.61
Powershares Etf Tr Ii s^p500 low vol 0.3 $430k 9.4k 45.84
wisdomtreetrusdivd.. (DGRW) 0.3 $423k 11k 38.20
At&t (T) 0.3 $403k 10k 39.18
SPDR Gold Trust (GLD) 0.3 $403k 3.3k 121.57
Verizon Communications (VZ) 0.2 $384k 7.8k 49.45
Apple (AAPL) 0.2 $388k 2.5k 153.97
Vanguard Emerging Markets ETF (VWO) 0.2 $375k 8.6k 43.59
Ishares Inc core msci emkt (IEMG) 0.2 $376k 7.0k 54.00
Altria (MO) 0.2 $313k 4.9k 63.40
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $303k 3.6k 84.64
Brookfield Infrastructure Part (BIP) 0.2 $302k 7.0k 43.16
Vanguard Dividend Appreciation ETF (VIG) 0.2 $281k 3.0k 94.64
Schwab Strategic Tr us reit etf (SCHH) 0.2 $271k 6.6k 41.14
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $243k 1.6k 152.83
Vanguard Mid-Cap Value ETF (VOE) 0.1 $232k 2.2k 105.45
iShares S&P MidCap 400 Growth (IJK) 0.1 $211k 1.0k 202.30
Utilities SPDR (XLU) 0.1 $218k 4.1k 53.14
Ishares Tr core strm usbd (ISTB) 0.1 $210k 4.2k 50.19
iShares Dow Jones Select Dividend (DVY) 0.1 $201k 2.1k 93.53
Ford Motor Company (F) 0.1 $172k 14k 11.99
Sanofi Aventis Wi Conval Rt 0.0 $9.0k 25k 0.36