Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of Dec. 31, 2016

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 30 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 61.2 $90M 3.2M 28.28
Vanguard Europe Pacific ETF (VEA) 7.4 $11M 299k 36.54
iShares Russell Midcap Index Fund (IWR) 6.3 $9.3M 52k 178.86
Vanguard Mid-Cap ETF (VO) 5.8 $8.6M 65k 131.64
iShares Russell 1000 Growth Index (IWF) 2.9 $4.3M 41k 104.90
Schwab International Equity ETF (SCHF) 2.6 $3.9M 139k 27.68
Vanguard REIT ETF (VNQ) 2.0 $2.9M 35k 82.53
iShares S&P 500 Index (IVV) 1.6 $2.3M 10k 224.98
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.5 $2.2M 23k 93.96
Vanguard S&p 500 Etf idx (VOO) 1.5 $2.2M 11k 205.32
Vanguard Short-Term Bond ETF (BSV) 1.2 $1.7M 22k 79.44
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.7 $1.0M 7.8k 133.07
WesBan (WSBC) 0.6 $934k 22k 43.05
iShares S&P MidCap 400 Value Index (IJJ) 0.5 $752k 5.2k 145.20
iShares Lehman Aggregate Bond (AGG) 0.4 $580k 5.4k 108.07
Vanguard Small-Cap ETF (VB) 0.4 $555k 4.3k 128.92
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.4 $555k 10k 53.63
Powershares Etf Tr Ii s^p500 low vol 0.3 $503k 12k 41.55
Apple (AAPL) 0.3 $477k 4.1k 115.89
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $458k 8.9k 51.50
At&t (T) 0.3 $443k 10k 42.56
iShares FTSE KLD 400 Social Idx (DSI) 0.3 $446k 5.4k 82.30
Verizon Communications (VZ) 0.3 $432k 8.1k 53.39
Schwab Strategic Tr us lrg cap etf (SCHX) 0.3 $430k 8.1k 53.21
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $297k 3.6k 82.96
Vanguard Emerging Markets ETF (VWO) 0.2 $291k 8.1k 35.80
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $214k 4.2k 50.38
Ishares Tr core strm usbd (ISTB) 0.1 $220k 4.4k 50.05
Ford Motor Company (F) 0.1 $150k 12k 12.15
Sanofi Aventis Wi Conval Rt 0.0 $10k 25k 0.40