Strategic Wealth Partners

Strategic Wealth Partners Group as of Sept. 30, 2018

Portfolio Holdings for Strategic Wealth Partners Group

Strategic Wealth Partners Group holds 29 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf idx (VOO) 69.8 $3.2M 19k 167.34
Vanguard Total Stock Market ETF (VTI) 10.2 $474k 130k 3.66
Vanguard Short Term Corporate Bond ETF (VCSH) 7.3 $339k 9.6k 35.42
Vanguard Small-Cap ETF (VB) 1.7 $78k 2.0k 39.54
iShares S&P 500 Index (IVV) 1.7 $77k 3.5k 22.09
iShares Russell 1000 Growth Index (IWF) 1.6 $76k 409k 0.19
iShares S&P SmallCap 600 Index (IJR) 1.4 $67k 109k 0.62
Vanguard Dividend Appreciation ETF (VIG) 1.3 $62k 13k 4.66
iShares Russell 1000 Value Index (IWD) 1.1 $49k 295k 0.17
Spdr S&p 500 Etf (SPY) 0.7 $32k 103k 0.32
iShares S&P Growth Allocation Fund (AOR) 0.7 $31k 683k 0.05
Vanguard Growth ETF (VUG) 0.4 $20k 4.2k 4.75
iShares Russell Midcap Index Fund (IWR) 0.4 $19k 2.5k 7.71
iShares MSCI EAFE Index Fund (EFA) 0.3 $16k 234k 0.07
Vanguard Europe Pacific ETF (VEA) 0.2 $11k 15k 0.78
iShares Russell 2000 Growth Index (IWO) 0.2 $10k 48k 0.22
iShares Russell 2000 Index (IWM) 0.2 $7.8k 26k 0.30
iShares Russell 2000 Value Index (IWN) 0.2 $7.9k 60k 0.13
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $7.8k 164k 0.05
iShares S&P MidCap 400 Growth (IJK) 0.1 $7.0k 30.00 232.93
iShares Russell Midcap Growth Idx. (IWP) 0.1 $5.8k 43k 0.14
iShares Russell 1000 Index (IWB) 0.1 $3.0k 19k 0.16
iShares MSCI Emerging Markets Indx (EEM) 0.0 $1.3k 31k 0.04
Vanguard Extended Market ETF (VXF) 0.0 $728.121400 5.9k 0.12
iShares Russell Midcap Value Index (IWS) 0.0 $464.890800 5.2k 0.09
iShares S&P MidCap 400 Index (IJH) 0.0 $411.051600 2.0k 0.20
iShares S&P SmallCap 600 Growth (IJT) 0.0 $401.992500 2.0k 0.20
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $248.049600 1.5k 0.17
Vanguard Mid-Cap Value ETF (VOE) 0.0 $244.984000 2.2k 0.11