Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of Dec. 31, 2024

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 138 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 10.8 $57M 217k 264.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.4 $50M 1.5M 34.13
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.0 $43M 1.5M 27.87
New York Life Invts Active E Nyli Mackay Mun (MMIT) 6.9 $37M 1.5M 24.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.5 $35M 1.5M 23.18
Ishares Tr National Mun Etf (MUB) 5.4 $29M 268k 106.55
Ishares Tr S&P SML 600 GWT (IJT) 4.2 $22M 163k 135.37
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.5 $18M 377k 48.91
Ishares Tr Rus 1000 Grw Etf (IWF) 3.2 $17M 42k 401.58
Ishares Core Msci Emkt (IEMG) 2.7 $14M 271k 52.22
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 2.1 $11M 445k 24.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $11M 20k 538.80
Microsoft Corporation (MSFT) 1.8 $9.8M 23k 421.50
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $9.7M 84k 115.22
J P Morgan Exchange Traded F Income Etf (JPIE) 1.5 $8.2M 180k 45.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $8.2M 171k 47.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $8.0M 288k 27.71
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.5 $7.7M 172k 44.87
Apple (AAPL) 1.4 $7.2M 29k 250.42
New York Life Invts Active E Nyli Mackay Muni (MMIN) 1.3 $7.0M 294k 23.84
Ishares Tr Msci Eafe Etf (EFA) 1.3 $6.7M 89k 75.61
Ishares Tr Rus Mid Cap Etf (IWR) 1.3 $6.7M 75k 88.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $5.6M 111k 50.13
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $5.0M 190k 26.07
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.8 $4.2M 60k 69.65
Ishares Tr Core S&p500 Etf (IVV) 0.6 $3.4M 5.7k 588.70
Raymond James Financial (RJF) 0.6 $3.3M 22k 155.33
Federated Hermes CL B (FHI) 0.6 $3.3M 80k 41.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.0M 5.1k 586.08
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $2.5M 95k 26.63
Ishares Tr Msci Kld400 Soc (DSI) 0.5 $2.5M 23k 110.25
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $2.3M 34k 68.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.3M 125k 18.50
PNC Financial Services (PNC) 0.4 $2.1M 11k 192.86
Cbiz (CBZ) 0.4 $1.9M 24k 81.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.9M 19k 101.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.9M 6.4k 289.81
Eaton Corp SHS (ETN) 0.3 $1.8M 5.6k 331.87
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $1.8M 32k 57.45
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.8M 7.2k 242.13
Exxon Mobil Corporation (XOM) 0.3 $1.7M 16k 107.57
Remitly Global (RELY) 0.3 $1.7M 74k 22.57
Invesco Actively Managed Exc Total Return (GTO) 0.3 $1.7M 36k 46.40
JPMorgan Chase & Co. (JPM) 0.3 $1.6M 6.9k 239.72
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.6M 23k 70.28
Ansys (ANSS) 0.3 $1.6M 4.7k 337.33
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.6M 8.2k 189.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.5M 25k 62.31
Porch Group (PRCH) 0.3 $1.4M 283k 4.92
Farmers Natl Banc Corp (FMNB) 0.2 $1.3M 93k 14.22
Amazon (AMZN) 0.2 $1.3M 5.9k 219.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.2M 48k 25.86
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $1.2M 15k 81.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.2M 13k 89.08
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.1M 6.0k 190.88
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $1.1M 44k 24.70
NVIDIA Corporation (NVDA) 0.2 $1.0M 7.7k 134.29
Visa Com Cl A (V) 0.2 $980k 3.1k 316.04
Alphabet Cap Stk Cl C (GOOG) 0.2 $941k 4.9k 190.44
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $923k 8.9k 103.30
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $876k 12k 76.14
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $828k 11k 74.02
Paccar (PCAR) 0.1 $782k 7.5k 104.02
Meta Platforms Cl A (META) 0.1 $752k 1.3k 585.51
Amgen (AMGN) 0.1 $713k 2.7k 260.64
Wal-Mart Stores (WMT) 0.1 $699k 7.7k 90.35
Costco Wholesale Corporation (COST) 0.1 $693k 756.00 916.27
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $690k 7.9k 86.89
Ishares Tr Russell 2000 Etf (IWM) 0.1 $681k 3.1k 220.96
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $679k 30k 22.72
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $676k 7.0k 96.83
Kkr & Co (KKR) 0.1 $666k 4.5k 147.91
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $622k 1.5k 425.50
Oracle Corporation (ORCL) 0.1 $614k 3.7k 166.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $611k 1.2k 511.23
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $592k 26k 22.70
Ishares Esg Awr Msci Em (ESGE) 0.1 $591k 18k 33.39
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $586k 2.0k 287.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $585k 2.1k 280.06
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $559k 13k 41.88
Netflix (NFLX) 0.1 $559k 627.00 891.32
Vanguard Index Fds Small Cp Etf (VB) 0.1 $554k 2.3k 240.28
McDonald's Corporation (MCD) 0.1 $550k 1.9k 289.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $521k 1.2k 453.28
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $513k 4.7k 108.61
Ishares Tr U.s. Energy Etf (IYE) 0.1 $500k 11k 45.57
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $494k 5.4k 90.93
Manulife Finl Corp (MFC) 0.1 $488k 16k 30.71
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $483k 14k 33.91
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $479k 15k 31.79
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $478k 3.8k 124.96
Park-Ohio Holdings (PKOH) 0.1 $455k 17k 26.27
Trimas Corp Com New (TRS) 0.1 $454k 19k 24.59
Johnson & Johnson (JNJ) 0.1 $450k 3.1k 144.62
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $424k 2.2k 195.83
Select Sector Spdr Tr Technology (XLK) 0.1 $411k 1.8k 232.52
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.1 $405k 15k 26.60
Ishares Tr S&p 100 Etf (OEF) 0.1 $399k 1.4k 288.85
Uber Technologies (UBER) 0.1 $391k 6.5k 60.32
Lululemon Athletica (LULU) 0.1 $388k 1.0k 382.41
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $387k 7.1k 54.19
International Business Machines (IBM) 0.1 $355k 1.6k 219.83
Merck & Co (MRK) 0.1 $348k 3.5k 99.48
Cheniere Energy Com New (LNG) 0.1 $342k 1.6k 214.87
Cisco Systems (CSCO) 0.1 $336k 5.7k 59.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $331k 7.9k 41.82
Home Depot (HD) 0.1 $324k 834.00 388.99
The Baldwin Insurance Grp In Com Cl A (BWIN) 0.1 $318k 8.2k 38.76
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $309k 3.2k 96.89
Pepsi (PEP) 0.1 $308k 2.0k 152.06
Raytheon Technologies Corp (RTX) 0.1 $305k 2.6k 115.72
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $280k 1.1k 253.75
Rocket Lab Usa 0.1 $280k 11k 25.47
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $273k 3.4k 81.25
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $272k 3.4k 80.20
NVR (NVR) 0.1 $270k 33.00 8178.91
Abbvie (ABBV) 0.0 $266k 1.5k 177.70
Nextera Energy (NEE) 0.0 $265k 3.7k 71.69
Bank of New York Mellon Corporation (BK) 0.0 $260k 3.4k 76.83
Procter & Gamble Company (PG) 0.0 $258k 1.5k 167.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $254k 2.2k 117.48
United States Steel Corporation 0.0 $250k 7.4k 33.99
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $250k 3.2k 77.89
Corning Incorporated (GLW) 0.0 $244k 5.1k 47.52
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $232k 3.9k 59.05
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $224k 3.0k 75.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $223k 1.1k 198.10
Vanguard Index Fds Large Cap Etf (VV) 0.0 $221k 821.00 269.70
At&t (T) 0.0 $219k 9.6k 22.77
Select Sector Spdr Tr Energy (XLE) 0.0 $219k 2.6k 85.67
Warrior Met Coal (HCC) 0.0 $217k 4.0k 54.24
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $213k 1.3k 161.77
TJX Companies (TJX) 0.0 $212k 1.8k 120.81
Mastercard Incorporated Cl A (MA) 0.0 $204k 387.00 526.57
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $202k 2.7k 74.76
D-wave Quantum (QBTS) 0.0 $105k 13k 8.40
Peloton Interactive Cl A Com (PTON) 0.0 $87k 10k 8.70
Gold Resource Corporation (GORO) 0.0 $5.5k 24k 0.23