Strategic Wealth Partners

Strategic Wealth Partners Group as of March 31, 2019

Portfolio Holdings for Strategic Wealth Partners Group

Strategic Wealth Partners Group holds 28 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Growth Index (IWF) 22.5 $69M 455k 151.36
iShares S&P Growth Allocation Fund (AOR) 20.2 $62M 1.4M 44.70
iShares Russell 1000 Value Index (IWD) 13.0 $40M 323k 123.49
Spdr S&p 500 Etf (SPY) 9.3 $29M 101k 282.48
Vanguard Total Stock Market ETF (VTI) 6.2 $19M 131k 144.71
iShares S&P SmallCap 600 Index (IJR) 3.8 $12M 152k 77.15
iShares S&P 500 Growth Index (IVW) 3.8 $12M 67k 172.36
iShares MSCI EAFE Index Fund (EFA) 3.5 $11M 164k 64.86
iShares Russell 2000 Growth Index (IWO) 3.0 $9.2M 47k 196.68
iShares MSCI ACWI ex US Index Fund (ACWX) 2.8 $8.7M 187k 46.27
iShares Russell 2000 Value Index (IWN) 2.3 $6.9M 58k 119.90
iShares Russell 2000 Index (IWM) 1.8 $5.5M 36k 153.08
iShares Russell Midcap Growth Idx. (IWP) 1.8 $5.5M 41k 135.66
Vanguard S&p 500 Etf idx (VOO) 1.7 $5.2M 20k 259.53
iShares S&P 500 Value Index (IVE) 1.0 $3.1M 28k 112.74
Vanguard Dividend Appreciation ETF (VIG) 0.5 $1.5M 13k 109.62
iShares S&P MidCap 400 Index (IJH) 0.4 $1.3M 7.0k 189.43
iShares MSCI Emerging Markets Indx (EEM) 0.4 $1.3M 30k 42.92
iShares S&P 500 Index (IVV) 0.3 $1.0M 3.6k 284.75
iShares S&P SmallCap 600 Value Idx (IJS) 0.3 $839k 5.7k 147.61
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $771k 4.9k 156.87
iShares Russell Midcap Value Index (IWS) 0.2 $683k 7.9k 86.88
Vanguard Europe Pacific ETF (VEA) 0.2 $592k 15k 40.90
iShares S&P SmallCap 600 Growth (IJT) 0.2 $597k 3.3k 178.42
iShares Russell Midcap Index Fund (IWR) 0.2 $522k 9.7k 53.98
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $385k 4.8k 79.76
iShares S&P MidCap 400 Growth (IJK) 0.1 $289k 1.3k 218.94
Vanguard Small-Cap ETF (VB) 0.1 $290k 1.9k 152.87