Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of June 30, 2017

Portfolio Holdings for Schneider Downs Wealth Management Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 55.2 $84M 3.0M 28.25
Vanguard Europe Pacific ETF (VEA) 8.1 $12M 300k 41.32
Vanguard Mid-Cap ETF (VO) 7.0 $11M 74k 142.52
iShares Russell Midcap Index Fund (IWR) 6.2 $9.5M 49k 192.10
Schwab International Equity ETF (SCHF) 3.4 $5.1M 162k 31.78
iShares Russell 1000 Growth Index (IWF) 2.8 $4.3M 36k 119.03
iShares S&P 500 Index (IVV) 1.7 $2.5M 10k 243.39
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.5 $2.3M 24k 96.31
Vanguard S&p 500 Etf idx (VOO) 1.5 $2.3M 10k 222.06
Aetna 1.4 $2.1M 14k 151.82
Vanguard Short-Term Bond ETF (BSV) 1.1 $1.7M 21k 79.85
Vanguard REIT ETF (VNQ) 0.9 $1.3M 16k 83.23
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.8 $1.2M 8.7k 143.19
Schwab Strategic Tr us aggregate b (SCHZ) 0.7 $1.0M 20k 52.26
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $949k 16k 60.86
Schwab Strategic Tr us lrg cap etf (SCHX) 0.6 $878k 15k 57.74
Powershares Etf Tr Ii s^p500 low vol 0.5 $718k 16k 44.73
Vanguard Small-Cap ETF (VB) 0.5 $680k 5.0k 135.62
iShares Lehman Aggregate Bond (AGG) 0.4 $622k 5.7k 109.43
Rydex S&P Equal Weight ETF 0.3 $500k 5.4k 92.59
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $477k 9.5k 50.45
At&t (T) 0.3 $454k 12k 37.77
Verizon Communications (VZ) 0.3 $412k 9.2k 44.69
Altria (MO) 0.3 $415k 5.6k 74.48
Schwab Emerging Markets Equity ETF (SCHE) 0.3 $412k 17k 24.82
Apple (AAPL) 0.3 $398k 2.8k 143.89
SPDR Gold Trust (GLD) 0.3 $391k 3.3k 117.95
Vanguard Emerging Markets ETF (VWO) 0.3 $402k 9.8k 40.86
Brookfield Infrastructure Part (BIP) 0.2 $373k 9.1k 40.88
wisdomtreetrusdivd.. (DGRW) 0.2 $360k 9.8k 36.83
Ishares Inc core msci emkt (IEMG) 0.2 $347k 6.9k 49.97
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $303k 3.6k 84.64
Vanguard Dividend Appreciation ETF (VIG) 0.2 $295k 3.2k 92.62
Microsoft Corporation (MSFT) 0.2 $238k 3.4k 69.07
Schwab Strategic Tr us reit etf (SCHH) 0.2 $247k 6.0k 41.29
Digital Realty Trust (DLR) 0.1 $226k 2.0k 113.00
Utilities SPDR (XLU) 0.1 $223k 4.3k 52.02
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $236k 1.6k 148.61
Vanguard Mid-Cap Value ETF (VOE) 0.1 $226k 2.2k 102.73
Welltower Inc Com reit (WELL) 0.1 $229k 3.1k 74.96
iShares S&P MidCap 400 Growth (IJK) 0.1 $205k 1.0k 196.55
SPDR S&P Biotech (XBI) 0.1 $204k 2.6k 77.04
Ishares Tr core strm usbd (ISTB) 0.1 $203k 4.0k 50.25
Ford Motor Company (F) 0.1 $161k 14k 11.22
Sanofi Aventis Wi Conval Rt 0.0 $10k 25k 0.40