Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of March 31, 2018

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 54 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 56.9 $101M 3.0M 33.40
Vanguard Mid-Cap ETF (VO) 7.1 $13M 82k 154.20
Vanguard Europe Pacific ETF (VEA) 6.5 $12M 259k 44.25
iShares Russell Midcap Index Fund (IWR) 5.5 $9.7M 47k 206.45
Schwab International Equity ETF (SCHF) 2.9 $5.1M 153k 33.71
iShares Russell 1000 Growth Index (IWF) 2.7 $4.7M 35k 136.08
Spdr S&p 500 Etf (SPY) 1.5 $2.6M 9.8k 263.13
Schwab Strategic Tr us aggregate b (SCHZ) 1.4 $2.6M 50k 51.02
iShares S&P 500 Index (IVV) 1.4 $2.5M 9.3k 265.38
Vanguard S&p 500 Etf idx (VOO) 1.2 $2.2M 8.9k 242.05
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.1 $2.0M 21k 99.48
Schwab Strategic Tr us lrg cap etf (SCHX) 0.9 $1.7M 27k 63.07
Vanguard Short-Term Bond ETF (BSV) 0.7 $1.3M 17k 78.46
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.7 $1.2M 7.5k 157.37
Apple (AAPL) 0.7 $1.2M 6.9k 167.70
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $1.1M 17k 65.88
WesBan (WSBC) 0.5 $947k 22k 42.28
iShares MSCI EAFE Index Fund (EFA) 0.5 $854k 12k 69.69
Vanguard Small-Cap ETF (VB) 0.4 $666k 4.5k 146.92
J P Morgan Exchange Traded F div rtn int eq (JPIN) 0.4 $670k 11k 59.44
Schwab Strategic Tr sht tm us tres (SCHO) 0.4 $652k 13k 49.81
iShares Lehman Aggregate Bond (AGG) 0.3 $603k 5.6k 107.24
Schwab Emerging Markets Equity ETF (SCHE) 0.3 $572k 20k 28.71
inv grd crp bd (CORP) 0.3 $549k 5.4k 102.29
John Hancock Exchange Traded multifactor la (JHML) 0.3 $518k 15k 34.55
Sch Us Mid-cap Etf etf (SCHM) 0.3 $494k 9.3k 52.92
Vanguard REIT ETF (VNQ) 0.3 $487k 6.4k 75.53
SPDR Gold Trust (GLD) 0.2 $417k 3.3k 125.79
Verizon Communications (VZ) 0.2 $401k 8.4k 47.87
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $413k 4.2k 97.82
At&t (T) 0.2 $367k 10k 35.68
Vanguard Dividend Appreciation ETF (VIG) 0.2 $374k 3.7k 101.16
Rydex S&P Equal Weight ETF 0.2 $358k 3.6k 99.36
iShares MSCI Emerging Markets Indx (EEM) 0.2 $328k 6.8k 48.24
PNC Financial Services (PNC) 0.2 $343k 2.3k 151.30
Microsoft Corporation (MSFT) 0.2 $320k 3.5k 91.30
Schwab U S Small Cap ETF (SCHA) 0.2 $324k 4.7k 69.20
Pq Group Hldgs 0.2 $326k 23k 13.97
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $293k 3.6k 81.84
Ishares Inc core msci emkt (IEMG) 0.2 $300k 5.1k 58.48
Aetna 0.2 $286k 1.7k 168.93
Brookfield Infrastructure Part (BIP) 0.2 $282k 6.8k 41.70
Powershares Etf Tr Ii dwa tact mlt 0.2 $283k 11k 25.24
Altria (MO) 0.1 $269k 4.3k 62.27
iShares S&P MidCap 400 Growth (IJK) 0.1 $228k 1.0k 218.60
PowerShares Hgh Yield Corporate Bnd 0.1 $225k 12k 18.54
Utilities SPDR (XLU) 0.1 $207k 4.1k 50.46
iShares Dow Jones Select Dividend (DVY) 0.1 $204k 2.1k 94.93
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $209k 1.4k 154.47
Ishares Tr core strm usbd (ISTB) 0.1 $211k 4.3k 49.41
Vanguard Emerging Markets ETF (VWO) 0.1 $201k 4.3k 47.03
Federated Premier Municipal Income (FMN) 0.1 $177k 13k 13.35
Ford Motor Company (F) 0.1 $133k 12k 11.12
Sanofi Aventis Wi Conval Rt 0.0 $11k 25k 0.44