Strategic Wealth Partners

Strategic Wealth Partners as of March 31, 2017

Portfolio Holdings for Strategic Wealth Partners

Strategic Wealth Partners holds 26 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
iShares Russell 1000 Growth Index (IWF) 21.4 $42M 370k 113.80
iShares S&P Growth Allocation Fund (AOR) 17.9 $35M 833k 42.39
iShares Russell 1000 Value Index (IWD) 15.4 $30M 264k 114.94
Spdr S&p 500 Etf (SPY) 10.0 $20M 84k 235.75
Vanguard Total Stock Market ETF (VTI) 7.2 $14M 116k 121.32
iShares MSCI EAFE Index Fund (EFA) 6.3 $12M 198k 62.29
iShares Russell 2000 Growth Index (IWO) 4.1 $8.0M 50k 161.65
iShares Russell 2000 Value Index (IWN) 3.7 $7.3M 61k 118.16
iShares MSCI ACWI ex US Index Fund (ACWX) 2.6 $5.1M 117k 43.62
iShares Russell Midcap Growth Idx. (IWP) 2.5 $4.9M 47k 103.76
iShares Russell 2000 Index (IWM) 2.5 $4.8M 35k 137.48
iShares Russell 1000 Index (IWB) 1.3 $2.5M 19k 131.24
Vanguard Dividend Appreciation ETF (VIG) 0.8 $1.6M 18k 89.93
Vanguard S&p 500 Etf idx (VOO) 0.7 $1.4M 6.3k 216.42
Vanguard Short Term Corporate Bond ETF (VCSH) 0.6 $1.1M 14k 79.75
iShares MSCI Emerging Markets Indx (EEM) 0.4 $863k 22k 39.41
Vanguard Extended Market ETF (VXF) 0.4 $858k 8.6k 99.92
Vanguard Europe Pacific ETF (VEA) 0.4 $750k 19k 39.31
Vanguard Short-Term Bond ETF (BSV) 0.3 $636k 8.0k 79.77
Vanguard REIT ETF (VNQ) 0.3 $550k 6.7k 82.53
Vanguard Growth ETF (VUG) 0.3 $509k 4.2k 121.60
Vanguard Small-Cap ETF (VB) 0.3 $518k 3.9k 133.37
iShares Russell Midcap Index Fund (IWR) 0.2 $446k 2.4k 187.00
iShares Russell Midcap Value Index (IWS) 0.2 $429k 5.2k 83.01
iShares S&P 500 Index (IVV) 0.2 $344k 1.4k 237.57
Vanguard Mid-Cap Value ETF (VOE) 0.1 $221k 2.2k 102.03