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 S&P Growth Allocation Fund (AOR) 43.0 $1.4B 1.4M 995.43
iShares Russell 1000 Growth Index (IWF) 14.2 $455M 455k 999.86
iShares Russell 1000 Value Index (IWD) 10.0 $320M 323k 988.06
iShares MSCI EAFE Index Fund (EFA) 5.1 $164M 164k 999.99
iShares S&P SmallCap 600 Index (IJR) 4.7 $151M 152k 995.99
iShares MSCI ACWI ex US Index Fund (ACWX) 4.3 $137M 187k 732.43
Vanguard Total Stock Market ETF (VTI) 3.8 $123M 131k 942.12
Spdr S&p 500 Etf (SPY) 3.1 $101M 101k 992.32
iShares S&P 500 Growth Index (IVW) 2.1 $67M 67k 997.60
iShares Russell 2000 Value Index (IWN) 1.8 $57M 58k 994.17
iShares Russell 2000 Growth Index (IWO) 1.4 $47M 47k 998.46
iShares Russell Midcap Growth Idx. (IWP) 1.2 $40M 41k 985.92
iShares Russell 2000 Index (IWM) 1.1 $36M 36k 998.72
iShares MSCI Emerging Markets Indx (EEM) 0.9 $30M 30k 996.07
iShares S&P 500 Value Index (IVE) 0.9 $28M 28k 999.96
Vanguard Europe Pacific ETF (VEA) 0.4 $14M 15k 984.18
Vanguard Dividend Appreciation ETF (VIG) 0.4 $13M 13k 963.43
iShares Russell Midcap Index Fund (IWR) 0.3 $9.5M 9.7k 987.18
Vanguard S&p 500 Etf idx (VOO) 0.3 $9.5M 20k 476.28
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $5.7M 5.7k 999.82
iShares Russell Midcap Value Index (IWS) 0.2 $5.5M 7.9k 705.38
iShares S&P 500 Index (IVV) 0.1 $3.5M 3.6k 969.73
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $3.2M 4.8k 659.42
iShares S&P MidCap 400 Index (IJH) 0.1 $2.9M 7.0k 415.57
iShares S&P SmallCap 600 Growth (IJT) 0.1 $2.4M 3.3k 706.22
Vanguard Small-Cap ETF (VB) 0.1 $1.5M 1.9k 800.74
iShares S&P MidCap 400 Value Index (IJJ) 0.0 $1.2M 4.9k 251.27
iShares S&P MidCap 400 Growth (IJK) 0.0 $746k 1.3k 565.15