Strategic Wealth Partners

Strategic Wealth Partners Group as of June 30, 2017

Portfolio Holdings for Strategic Wealth Partners Group

Strategic Wealth Partners Group holds 26 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
iShares Russell 1000 Growth Index (IWF) 21.4 $44M 370k 119.02
iShares S&P Growth Allocation Fund (AOR) 17.1 $35M 807k 43.61
iShares Russell 1000 Value Index (IWD) 15.0 $31M 265k 116.43
Spdr S&p 500 Etf (SPY) 10.2 $21M 87k 241.80
Vanguard Total Stock Market ETF (VTI) 7.2 $15M 119k 124.45
iShares MSCI EAFE Index Fund (EFA) 6.6 $14M 208k 65.20
iShares Russell 2000 Growth Index (IWO) 4.0 $8.3M 49k 168.77
iShares Russell 2000 Value Index (IWN) 3.6 $7.4M 62k 118.86
iShares MSCI ACWI ex US Index Fund (ACWX) 2.7 $5.6M 122k 45.59
iShares Russell 2000 Index (IWM) 2.7 $5.5M 39k 140.93
iShares Russell Midcap Growth Idx. (IWP) 2.4 $5.0M 46k 108.08
Vanguard S&p 500 Etf idx (VOO) 1.5 $3.0M 14k 222.02
iShares Russell 1000 Index (IWB) 1.3 $2.6M 19k 135.28
Vanguard Dividend Appreciation ETF (VIG) 0.8 $1.6M 18k 92.68
Vanguard Short Term Corporate Bond ETF (VCSH) 0.5 $1.0M 13k 80.04
iShares MSCI Emerging Markets Indx (EEM) 0.5 $922k 22k 41.38
Vanguard Extended Market ETF (VXF) 0.4 $865k 8.5k 102.27
Vanguard Short-Term Bond ETF (BSV) 0.3 $631k 7.9k 79.81
Vanguard Europe Pacific ETF (VEA) 0.3 $647k 16k 41.35
Vanguard REIT ETF (VNQ) 0.3 $555k 6.7k 83.28
Vanguard Growth ETF (VUG) 0.3 $532k 4.2k 127.09
Vanguard Small-Cap ETF (VB) 0.3 $536k 4.0k 135.46
iShares S&P 500 Index (IVV) 0.2 $512k 2.1k 243.46
iShares Russell Midcap Index Fund (IWR) 0.2 $458k 2.4k 192.03
iShares Russell Midcap Value Index (IWS) 0.2 $435k 5.2k 84.17
Vanguard Mid-Cap Value ETF (VOE) 0.1 $223k 2.2k 102.95