Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of June 30, 2018

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 53 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 47.2 $71M 3.0M 23.32
Vanguard Mid-Cap ETF (VO) 9.6 $14M 92k 157.64
Vanguard Europe Pacific ETF (VEA) 7.3 $11M 257k 42.90
iShares Russell Midcap Index Fund (IWR) 6.5 $9.8M 46k 212.13
iShares Russell 1000 Growth Index (IWF) 3.8 $5.7M 40k 143.79
Schwab International Equity ETF (SCHF) 3.2 $4.9M 148k 33.05
Schwab Strategic Tr us aggregate b (SCHZ) 1.9 $2.9M 58k 50.63
iShares S&P 500 Index (IVV) 1.8 $2.7M 10k 273.05
Spdr S&p 500 Etf (SPY) 1.8 $2.7M 9.8k 271.27
Vanguard S&p 500 Etf idx (VOO) 1.5 $2.3M 9.1k 249.53
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.4 $2.1M 40k 52.02
Schwab Strategic Tr us lrg cap etf (SCHX) 1.3 $1.9M 30k 65.00
J P Morgan Exchange Traded F div rtn int eq (JPIN) 1.0 $1.5M 26k 57.59
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.8 $1.3M 23k 53.99
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.7 $1.0M 16k 63.36
Apple (AAPL) 0.7 $975k 5.3k 185.04
iShares MSCI EAFE Index Fund (EFA) 0.6 $821k 12k 66.99
Vanguard Short-Term Bond ETF (BSV) 0.5 $816k 10k 78.21
inv grd crp bd (CORP) 0.5 $704k 7.0k 100.26
Vanguard Small-Cap ETF (VB) 0.5 $700k 4.5k 155.69
John Hancock Exchange Traded multifactor la (JHML) 0.4 $643k 18k 35.21
Schwab Strategic Tr sht tm us tres (SCHO) 0.4 $634k 13k 49.74
Sch Us Mid-cap Etf etf (SCHM) 0.4 $632k 12k 54.91
iShares Lehman Aggregate Bond (AGG) 0.4 $574k 5.4k 106.24
Schwab Emerging Markets Equity ETF (SCHE) 0.4 $542k 21k 25.91
Verizon Communications (VZ) 0.3 $441k 8.8k 50.27
Schwab U S Small Cap ETF (SCHA) 0.3 $419k 5.7k 73.51
Ishares Inc core msci emkt (IEMG) 0.3 $418k 8.0k 52.47
SPDR Gold Trust (GLD) 0.3 $393k 3.3k 118.55
iShares S&P MidCap 400 Index (IJH) 0.3 $397k 2.0k 194.70
At&t (T) 0.2 $372k 12k 32.10
Microsoft Corporation (MSFT) 0.2 $358k 3.6k 98.62
iShares S&P SmallCap 600 Index (IJR) 0.2 $352k 4.2k 83.39
Vanguard Dividend Appreciation ETF (VIG) 0.2 $340k 3.3k 101.55
SPDR Barclays Capital Convertible SecETF (CWB) 0.2 $339k 6.4k 53.00
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $341k 3.3k 101.82
PNC Financial Services (PNC) 0.2 $327k 2.4k 135.07
Vanguard REIT ETF (VNQ) 0.2 $330k 4.0k 81.50
iShares MSCI Emerging Markets Indx (EEM) 0.2 $295k 6.8k 43.38
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $290k 3.6k 81.01
Invesco Exchng Traded Fd Tr dwa tactcl mlt 0.2 $287k 11k 25.50
Aetna 0.2 $270k 1.5k 183.67
Brookfield Infrastructure Part (BIP) 0.2 $260k 6.8k 38.44
Altria (MO) 0.2 $245k 4.3k 56.71
iShares S&P MidCap 400 Growth (IJK) 0.2 $234k 1.0k 224.35
Invesco S&p 500 Low Volatility Etf (SPLV) 0.2 $239k 5.0k 47.41
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) 0.2 $245k 13k 18.27
Johnson & Johnson (JNJ) 0.1 $231k 1.9k 121.51
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $219k 1.4k 161.86
Utilities SPDR (XLU) 0.1 $213k 4.1k 51.93
Federated Premier Municipal Income (FMN) 0.1 $176k 13k 13.27
Ford Motor Company (F) 0.1 $132k 12k 11.04
Sanofi Aventis Wi Conval Rt 0.0 $13k 25k 0.52