Strategic Wealth Partners

Strategic Wealth Partners Group as of Sept. 30, 2017

Portfolio Holdings for Strategic Wealth Partners Group

Strategic Wealth Partners Group holds 27 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Growth Index (IWF) 21.0 $47M 377k 125.06
iShares S&P Growth Allocation Fund (AOR) 15.7 $35M 788k 44.83
iShares Russell 1000 Value Index (IWD) 14.3 $32M 271k 118.51
Spdr S&p 500 Etf (SPY) 11.1 $25M 99k 251.23
iShares MSCI EAFE Index Fund (EFA) 7.0 $16M 231k 68.48
Vanguard Total Stock Market ETF (VTI) 6.9 $16M 120k 129.52
iShares Russell 2000 Growth Index (IWO) 4.0 $9.0M 50k 178.96
iShares Russell 2000 Value Index (IWN) 3.5 $7.8M 63k 124.11
iShares MSCI ACWI ex US Index Fund (ACWX) 3.0 $6.8M 141k 48.35
iShares Russell Midcap Growth Idx. (IWP) 2.3 $5.2M 46k 113.19
iShares Russell 2000 Index (IWM) 2.0 $4.5M 30k 148.17
Vanguard S&p 500 Etf idx (VOO) 1.6 $3.6M 16k 230.76
iShares S&P SmallCap 600 Index (IJR) 1.4 $3.2M 43k 74.21
iShares Russell 1000 Index (IWB) 1.2 $2.8M 20k 139.86
Vanguard Dividend Appreciation ETF (VIG) 0.8 $1.9M 20k 94.79
iShares MSCI Emerging Markets Indx (EEM) 0.5 $1.2M 26k 44.81
Vanguard Short Term Corporate Bond ETF (VCSH) 0.4 $972k 12k 80.11
iShares S&P 500 Index (IVV) 0.4 $948k 3.7k 253.00
Vanguard Growth ETF (VUG) 0.4 $945k 7.1k 132.71
Vanguard Extended Market ETF (VXF) 0.4 $828k 7.7k 107.13
Vanguard Europe Pacific ETF (VEA) 0.3 $794k 18k 43.41
Vanguard Short-Term Bond ETF (BSV) 0.3 $760k 9.5k 79.82
Vanguard Small-Cap ETF (VB) 0.3 $641k 4.5k 141.35
iShares Russell Midcap Index Fund (IWR) 0.3 $632k 3.2k 197.25
Vanguard REIT ETF (VNQ) 0.3 $594k 7.1k 83.16
iShares Russell Midcap Value Index (IWS) 0.2 $431k 5.1k 84.93
Vanguard Mid-Cap Value ETF (VOE) 0.1 $304k 2.9k 105.56