Strategic Wealth Partners

Strategic Wealth Partners Group as of Dec. 31, 2020

Portfolio Holdings for Strategic Wealth Partners Group

Strategic Wealth Partners Group holds 56 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 22.1 $104M 432k 241.10
Ishares Tr S&p 500 Val Etf (IVE) 9.5 $45M 351k 127.99
Vanguard Index Fds Total Stk Mkt (VTI) 9.1 $43M 221k 194.65
Ishares Tr Grwt Allocat Etf (AOR) 8.9 $42M 808k 52.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.6 $40M 109k 372.09
Ishares Tr Rus 1000 Val Etf (IWD) 7.6 $36M 258k 140.00
Ishares Tr S&p 500 Grwt Etf (IVW) 3.8 $18M 285k 63.82
Ishares Tr Core S&p Scp Etf (IJR) 3.8 $18M 193k 92.78
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.3 $16M 335k 47.21
Ishares Tr Rus 2000 Grw Etf (IWO) 2.5 $12M 42k 286.70
Ishares Tr Russell 2000 Etf (IWM) 2.5 $12M 60k 195.71
Ishares Tr Msci Eafe Etf (EFA) 1.8 $8.5M 118k 72.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $8.4M 25k 343.68
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.7 $8.2M 80k 102.65
Ishares Tr Rus 2000 Val Etf (IWN) 1.7 $7.9M 60k 131.75
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $7.1M 60k 118.20
Ishares Tr Rus 1000 Etf (IWB) 1.1 $5.1M 24k 211.84
Ishares Tr Core S&p500 Etf (IVV) 1.0 $4.7M 13k 375.36
Ishares Tr Msci Acwi Ex Us (ACWX) 0.8 $3.7M 69k 53.04
Ishares Tr Sp Smcp600vl Etf (IJS) 0.7 $3.4M 42k 81.32
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.9M 21k 141.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $2.5M 20k 127.55
Vanguard Index Fds Growth Etf (VUG) 0.5 $2.2M 8.6k 253.36
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.5M 12k 128.42
Vanguard Index Fds Value Etf (VTV) 0.3 $1.4M 12k 118.82
Ishares Tr Rusel 2500 Etf (SMMD) 0.3 $1.3M 23k 56.76
Broadcom (AVGO) 0.2 $1.1M 2.5k 438.13
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.0M 19k 51.68
Ishares Tr Mrngstr Lg-cp Et (ILCB) 0.2 $985k 4.5k 216.82
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $963k 5.8k 164.67
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $935k 16k 59.51
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $912k 16k 58.36
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $853k 9.9k 86.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $839k 3.7k 229.80
Ishares Tr Core Msci Eafe (IEFA) 0.2 $770k 11k 69.13
Vanguard Index Fds Small Cp Etf (VB) 0.2 $728k 3.7k 194.76
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $656k 5.7k 114.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $619k 12k 50.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $548k 8.0k 68.53
Ishares Tr Core Msci Total (IXUS) 0.1 $539k 8.0k 67.15
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $468k 3.6k 131.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $437k 5.2k 83.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $386k 7.0k 55.14
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $383k 5.3k 72.16
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $382k 3.9k 96.88
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $376k 6.8k 55.11
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $353k 13k 27.37
Ishares Tr Ibonds Dec23 Etf 0.1 $345k 13k 26.24
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $343k 2.9k 118.93
Ishares Tr Ibonds Dec22 Etf 0.1 $333k 13k 25.54
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $332k 13k 26.59
Ishares Tr Ibonds Dec21 Etf 0.1 $330k 13k 24.94
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $313k 7.1k 43.90
Ishares Tr Russell 3000 Etf (IWV) 0.1 $290k 1.3k 223.25
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $245k 582.00 420.96
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $242k 792.00 305.56