Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of Dec. 31, 2017

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 45 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 59.1 $102M 2.8M 36.08
Vanguard Europe Pacific ETF (VEA) 7.0 $12M 269k 44.86
Vanguard Mid-Cap ETF (VO) 6.7 $12M 75k 154.78
iShares Russell Midcap Index Fund (IWR) 5.8 $10M 48k 208.12
Schwab International Equity ETF (SCHF) 3.1 $5.3M 156k 34.07
iShares Russell 1000 Growth Index (IWF) 2.5 $4.4M 33k 134.69
iShares S&P 500 Index (IVV) 1.6 $2.7M 10k 268.84
Aetna 1.5 $2.5M 14k 180.39
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.3 $2.3M 22k 102.85
Vanguard S&p 500 Etf idx (VOO) 1.3 $2.2M 8.9k 245.30
Schwab Strategic Tr us aggregate b (SCHZ) 1.1 $1.8M 35k 52.03
Vanguard Short-Term Bond ETF (BSV) 0.8 $1.5M 19k 79.07
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.8 $1.3M 8.5k 155.46
Schwab Strategic Tr us lrg cap etf (SCHX) 0.7 $1.1M 18k 63.80
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $1.1M 16k 66.07
Schwab Strategic Tr sht tm us tres (SCHO) 0.4 $753k 15k 50.04
iShares Lehman Aggregate Bond (AGG) 0.4 $746k 6.8k 109.40
Vanguard Small-Cap ETF (VB) 0.4 $734k 5.0k 147.89
Schwab Emerging Markets Equity ETF (SCHE) 0.3 $581k 21k 27.94
Rydex S&P Equal Weight ETF 0.3 $486k 4.8k 100.93
wisdomtreetrusdivd.. (DGRW) 0.3 $466k 11k 41.41
Powershares Etf Tr Ii s^p500 low vol 0.3 $455k 9.5k 47.72
Apple (AAPL) 0.2 $426k 2.5k 169.05
Verizon Communications (VZ) 0.2 $409k 7.7k 52.99
SPDR Gold Trust (GLD) 0.2 $410k 3.3k 123.68
Ishares Inc core msci emkt (IEMG) 0.2 $407k 7.2k 56.86
At&t (T) 0.2 $400k 10k 38.88
Vanguard Emerging Markets ETF (VWO) 0.2 $395k 8.6k 45.88
Pq Group Hldgs 0.2 $384k 23k 16.46
J P Morgan Exchange Traded F div rtn int eq (JPIN) 0.2 $340k 5.7k 60.10
Altria (MO) 0.2 $308k 4.3k 71.30
Brookfield Infrastructure Part (BIP) 0.2 $303k 6.8k 44.80
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $300k 3.6k 83.80
Ishares Tr core strm usbd (ISTB) 0.1 $253k 5.1k 49.83
Vanguard Dividend Appreciation ETF (VIG) 0.1 $242k 2.4k 102.02
Vanguard Mid-Cap Value ETF (VOE) 0.1 $245k 2.2k 111.36
Microsoft Corporation (MSFT) 0.1 $228k 2.7k 85.68
iShares S&P MidCap 400 Growth (IJK) 0.1 $225k 1.0k 215.72
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $217k 1.4k 160.38
Schwab Strategic Tr us reit etf (SCHH) 0.1 $230k 5.5k 41.69
Utilities SPDR (XLU) 0.1 $216k 4.1k 52.66
iShares Dow Jones Select Dividend (DVY) 0.1 $212k 2.1k 98.65
Federated Premier Municipal Income (FMN) 0.1 $186k 13k 14.03
Ford Motor Company (F) 0.1 $149k 12k 12.46
Sanofi Aventis Wi Conval Rt 0.0 $10k 25k 0.40