Strategic Wealth Partners

Strategic Wealth Partners Group as of Dec. 31, 2018

Portfolio Holdings for Strategic Wealth Partners Group

Strategic Wealth Partners Group holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P Growth Allocation Fund (AOR) 23.0 $60M 1.5M 41.31
iShares Russell 1000 Growth Index (IWF) 22.1 $58M 444k 130.91
iShares Russell 1000 Value Index (IWD) 12.7 $33M 301k 111.05
Spdr S&p 500 Etf (SPY) 9.8 $26M 103k 249.92
Vanguard Total Stock Market ETF (VTI) 6.8 $18M 139k 127.63
iShares MSCI ACWI ex US Index Fund (ACWX) 4.2 $11M 263k 41.96
iShares MSCI EAFE Index Fund (EFA) 3.8 $10M 171k 58.78
iShares S&P 500 Growth Index (IVW) 3.7 $9.6M 64k 150.67
iShares S&P SmallCap 600 Index (IJR) 3.0 $7.9M 114k 69.32
iShares Russell 2000 Value Index (IWN) 2.4 $6.4M 59k 107.53
iShares Russell 2000 Index (IWM) 1.8 $4.8M 36k 133.89
iShares Russell Midcap Growth Idx. (IWP) 1.8 $4.7M 42k 113.70
Vanguard S&p 500 Etf idx (VOO) 1.2 $3.2M 14k 229.78
iShares S&P 500 Value Index (IVE) 1.0 $2.6M 26k 101.15
iShares S&P MidCap 400 Index (IJH) 0.5 $1.3M 8.1k 166.09
iShares MSCI Emerging Markets Indx (EEM) 0.4 $1.1M 29k 39.07
iShares S&P 500 Index (IVV) 0.3 $889k 3.5k 251.70
iShares S&P SmallCap 600 Value Idx (IJS) 0.3 $753k 5.7k 131.85
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $760k 5.5k 138.33
iShares S&P SmallCap 600 Growth (IJT) 0.2 $654k 4.1k 161.28
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $577k 7.4k 77.90
iShares Russell Midcap Value Index (IWS) 0.1 $394k 5.2k 76.43
iShares S&P MidCap 400 Growth (IJK) 0.1 $264k 1.4k 191.30
Vanguard Small-Cap ETF (VB) 0.0 $63k 480.00 131.25
Vanguard Dividend Appreciation ETF (VIG) 0.0 $54k 550.00 98.18
iShares Russell Midcap Index Fund (IWR) 0.0 $15k 322.00 46.58
iShares Russell 2000 Growth Index (IWO) 0.0 $15k 90.00 166.67
Vanguard Europe Pacific ETF (VEA) 0.0 $18k 494.00 36.44