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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP

Time Period2018-12-31

Total Holdings66

Total Value ($x1000)231,398
Activities
New17

Increased20

Unchanged13

Decreased16

Sold Out7

Top 10 Stock Holdingstotal 85.64%
FII60.04

VO5.9

VEA3.85

IWR3.66

SCHF3.55

 
IWF2.98

JPIN2.19

SCHX1.25

EFV1.14

SCHE1.08

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FII
60.04%
CL B
VO
5.9%
MID CAP ETF
VEA
3.85%
FTSE DEV MKT ETF
IWR
3.66%
RUS MID-CAP ETF
SCHF
3.55%
INTL EQTY ETF
IWF
2.98%
RUS 1000 GRW ETF
JPIN
2.19%
DIV RTN INT EQ
SCHX
1.25%
US LRG CAP ETF
EFV
1.14%
EAFE VALUE ETF
SCHE
1.08%
EMRG MKTEQ ETF
SPY
1.06%
TR UNIT
IVV
1.04%
CORE S&P500 ETF
VOO
0.89%
SHS
MDYV
0.73%
S&P 400 MDCP VAL
SCHZ
0.68%
US AGGREGATE B
SCHM
0.65%
US MID-CAP ETF
SCHA
0.56%
US SML CAP ETF
IWN
0.51%
RUS 2000 VAL ETF
IEFA
0.43%
CORE MSCI EAFE
MDYG
0.43%
S&P 400 MDCP GRW
CORP
0.38%
INV GRD CRP BD
SCHO
0.38%
SHT TM US TRES
AAPL
0.37%
COM
EFG
0.36%
EAFE GRWTH ETF
EFA
0.35%
MSCI EAFE ETF
JHML
0.32%
MULTIFACTOR LA
AGG
0.29%
CORE TOTUSBD ETF
VB
0.25%
SMALL CP ETF
IVE
0.23%
S&P 500 VAL ETF
BAM
0.23%
CL A LTD VT SH
VZ
0.22%
COM
BSV
0.22%
SHORT TRM BOND
TRS
0.2%
COM NEW
CBZ
0.17%
COM
GLD
0.17%
GOLD SHS
MSFT
0.17%
COM
IJH
0.16%
CORE S&P MCP ETF
ISTB
0.16%
CORE STRM USBD
IJR
0.13%
CORE S&P SCP ETF
VNQ
0.13%
REIT ETF
CWB
0.13%
BRC CNV SECS ETF
C
0.12%
COM NEW
T
0.12%
COM
VIG
0.12%
DIV APP ETF
VWO
0.12%
FTSE EMR MKT ETF
DWIN
0.12%
DWA TACTCL MLT
PHB
0.12%
FNDMNTL HY CRP
PNC
0.12%
COM
IJK
0.11%
S&P MC 400GR ETF
SUSB
0.11%
ESG 1 5 YR USD
IWO
0.11%
RUS 2000 GRW ETF
IJJ
0.11%
S&P MC 400VL ETF
BIP
0.1%
LP INT UNIT
SPLV
0.1%
S&P500 LOW VOL
JNJ
0.1%
COM
AIG
0.09%
COM NEW
IVW
0.09%
S&P 500 GRWT ETF
XLU
0.09%
SBI INT-UTILS
MO
0.09%
COM
SCHV
0.09%
US LCAP VA ETF
TAST
0.08%
COM
FMN
0.07%
COM
SFE
0.06%
COM NEW
AGFS
0.04%
COM
PMBC
0.04%
COM
GCVRZ
0.01%
RIGHT 12/31/2020
WSBC
0.64%
COM
DSI
0.24%
MSCI KLD400 SOC
RSP
0.23%
S&P500 EQL WGT
AET
0.19%
COM
XOM
0.15%
COM
GOOGL
0.15%
CAP STK CL A
PCAR
0.13%
COM