Strategic Wealth Partners

Strategic Wealth Partners Group as of Dec. 31, 2017

Portfolio Holdings for Strategic Wealth Partners Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Growth Index (IWF) 22.6 $51M 378k 134.68
iShares Russell 1000 Value Index (IWD) 14.9 $34M 270k 124.34
iShares S&P Growth Allocation Fund (AOR) 13.2 $30M 660k 44.92
Spdr S&p 500 Etf (SPY) 11.1 $25M 94k 266.70
Vanguard Total Stock Market ETF (VTI) 7.3 $17M 121k 137.25
iShares MSCI EAFE Index Fund (EFA) 6.9 $16M 222k 70.31
iShares Russell 2000 Growth Index (IWO) 4.0 $8.9M 48k 186.70
iShares Russell 2000 Value Index (IWN) 3.4 $7.7M 61k 125.76
iShares MSCI ACWI ex US Index Fund (ACWX) 3.4 $7.6M 151k 49.95
iShares Russell Midcap Growth Idx. (IWP) 2.4 $5.4M 45k 120.65
iShares Russell 2000 Index (IWM) 2.0 $4.5M 29k 152.46
iShares S&P SmallCap 600 Index (IJR) 2.0 $4.5M 58k 76.80
Vanguard S&p 500 Etf idx (VOO) 1.5 $3.4M 14k 245.32
iShares Russell 1000 Index (IWB) 1.2 $2.8M 19k 148.59
Vanguard Dividend Appreciation ETF (VIG) 0.8 $1.7M 17k 102.03
iShares MSCI Emerging Markets Indx (EEM) 0.5 $1.1M 24k 47.12
Vanguard Extended Market ETF (VXF) 0.4 $819k 7.3k 111.76
Vanguard Short Term Corporate Bond ETF (VCSH) 0.3 $767k 9.7k 79.32
iShares S&P 500 Index (IVV) 0.3 $735k 2.7k 268.84
Vanguard Europe Pacific ETF (VEA) 0.3 $632k 14k 44.89
Vanguard Growth ETF (VUG) 0.3 $620k 4.4k 140.72
Vanguard Small-Cap ETF (VB) 0.2 $550k 3.7k 147.85
Vanguard Short-Term Bond ETF (BSV) 0.2 $519k 6.6k 79.15
iShares Russell Midcap Index Fund (IWR) 0.2 $496k 2.4k 207.97
iShares Russell Midcap Value Index (IWS) 0.2 $452k 5.1k 89.06
Vanguard REIT ETF (VNQ) 0.2 $407k 4.9k 83.04
Vanguard Mid-Cap Value ETF (VOE) 0.1 $242k 2.2k 111.62