Strategic Wealth Partners

Strategic Wealth Partners Group as of June 30, 2019

Portfolio Holdings for Strategic Wealth Partners Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Growth Index (IWF) 21.9 $75M 474k 157.34
iShares S&P Growth Allocation Fund (AOR) 18.3 $62M 1.4M 46.02
iShares Russell 1000 Value Index (IWD) 13.1 $44M 349k 127.22
Spdr S&p 500 Etf (SPY) 9.8 $34M 114k 293.00
Vanguard Total Stock Market ETF (VTI) 6.7 $23M 152k 150.09
iShares S&P SmallCap 600 Index (IJR) 4.3 $15M 186k 78.28
iShares MSCI EAFE Index Fund (EFA) 3.9 $13M 203k 65.73
iShares S&P 500 Growth Index (IVW) 3.6 $12M 68k 179.25
iShares Russell 2000 Growth Index (IWO) 2.8 $9.5M 47k 200.88
iShares MSCI ACWI ex US Index Fund (ACWX) 2.6 $8.9M 190k 46.76
Vanguard S&p 500 Etf idx (VOO) 2.4 $8.3M 31k 269.15
iShares Russell 2000 Value Index (IWN) 2.0 $7.0M 58k 120.50
iShares Russell Midcap Growth Idx. (IWP) 1.7 $5.8M 41k 142.60
iShares Russell 2000 Index (IWM) 1.6 $5.6M 36k 155.51
iShares S&P 500 Value Index (IVE) 1.1 $3.9M 33k 116.57
Vanguard Dividend Appreciation ETF (VIG) 0.6 $1.9M 17k 115.19
iShares S&P MidCap 400 Index (IJH) 0.5 $1.7M 8.9k 194.21
iShares MSCI Emerging Markets Indx (EEM) 0.5 $1.6M 37k 42.90
iShares S&P 500 Index (IVV) 0.5 $1.6M 5.4k 294.73
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $1.2M 7.2k 159.42
iShares Russell Midcap Index Fund (IWR) 0.3 $1.1M 20k 55.87
iShares S&P SmallCap 600 Value Idx (IJS) 0.3 $1.0M 6.8k 148.62
Vanguard Small-Cap ETF (VB) 0.3 $942k 6.0k 156.74
iShares Russell Midcap Value Index (IWS) 0.2 $701k 7.9k 89.16
iShares S&P SmallCap 600 Growth (IJT) 0.2 $652k 3.6k 182.38
Vanguard Europe Pacific ETF (VEA) 0.2 $582k 14k 41.71
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $363k 4.5k 80.60
iShares S&P MidCap 400 Growth (IJK) 0.1 $334k 1.5k 225.98