Filling information for Schneider Downs Wealth Management Advisors, LP as Treemap, investor disclosed 111 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
023135106 | 023135106 | AMAZON COM INC | COM | 369049 | 2831 | |
78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 1137006 | 6378 | |
922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 313148 | 3229 | |
78464A359 | 78464A359 | SPDR SER TR | BBG CONV SEC ETF | 224330 | 3207 | |
46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 540478 | 8007 | |
464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 10873752 | 94612 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 13620587 | 49497 | |
808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 22370948 | 427171 | |
46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 965000 | 30509 | |
808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 1572376 | 35899 | |
922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 227376 | 1105 | |
81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 219565 | 2705 | |
319829107 | 319829107 | FIRST COMWLTH FINL CORP PA | COM | 126500 | 10000 | |
314211103 | 314211103 | FEDERATED HERMES INC | CL B | 112755384 | 3145199 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 1071666 | 4098 | |
31423P108 | 31423P108 | FEDERATED HERMES PREM MUNI I | COM | 140954 | 13260 | |
808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 4984125 | 107975 | |
808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 2411972 | 67657 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1753645 | 16351 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 643409 | 3235 | |
00165C104 | 00165C104 | AMC ENTMT HLDGS INC | CL A COM | 373252 | 84830 | |
713448108 | 713448108 | PEPSICO INC | COM | 278200 | 1502 | |
464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 255842 | 1621 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 6447152 | 15830 | |
G16252101 | G16252101 | BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 370256 | 10144 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 2568144 | 5762 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 6250629 | 62726 | |
46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 12688813 | 257432 | |
922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 2077752 | 41373 | |
808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 5275739 | 74275 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 463622 | 1255 | |
44862P109 | 44862P109 | HYCROFT MINING HOLDING CORP | COM CL A | 70577 | 239000 | |
693506107 | 693506107 | PPG INDS INC | COM | 297786 | 2008 | |
754730109 | 754730109 | RAYMOND JAMES FINL INC | COM | 1015389 | 9785 | |
46435G193 | 46435G193 | ISHARES TR | ESG AWRE USD ETF | 245842 | 10811 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2231028 | 5033 | |
464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 873600 | 10379 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 586535 | 3611 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 484101 | 4065 | |
808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 3033456 | 123161 | |
31423L206 | 31423L206 | FEDERATED HERMES ETF TRUST | SHORT DURATION H | 1574730 | 70482 | |
G29183103 | G29183103 | EATON CORP PLC | SHS | 774436 | 3851 | |
46641Q159 | 46641Q159 | J P MORGAN EXCHANGE TRADED F | INCOME ETF | 3103854 | 68669 | |
48251W104 | 48251W104 | KKR & CO INC | COM | 252000 | 4500 | |
78464A839 | 78464A839 | SPDR SER TR | S&P 400 MDCP VAL | 250634 | 3644 | |
124805102 | 124805102 | CBIZ INC | COM | 1506865 | 28282 | |
03662Q105 | 03662Q105 | ANSYS INC | COM | 1555572 | 4710 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 33813978 | 153588 | |
464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 353192 | 8928 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 364057 | 1068 | |
78464A821 | 78464A821 | SPDR SER TR | S&P 400 MDCP GRW | 584879 | 8163 | |
733245104 | 733245104 | PORCH GROUP INC | COM | 391383 | 283611 | |
464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 535123 | 5628 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 349875 | 4187 | |
808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 3385792 | 50466 | |
783859101 | 783859101 | S & T BANCORP INC | COM | 521232 | 19170 | |
47103U886 | 47103U886 | JANUS DETROIT STR TR | HENDRSN SHRT ETF | 11400226 | 238548 | |
464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 229724 | 12485 | |
31423L107 | 31423L107 | FEDERATED HERMES ETF TRUST | SHORT DURATION C | 254316 | 10900 | |
78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 502709 | 1462 | |
064058100 | 064058100 | BANK NEW YORK MELLON CORP | COM | 310883 | 6983 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 263801 | 1958 | |
46090A804 | 46090A804 | INVESCO ACTIVELY MANAGED ETF | TOTAL RETURN | 3239387 | 69724 | |
464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 923664 | 9681 | |
031162100 | 031162100 | AMGEN INC | COM | 378322 | 1704 | |
464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 417150 | 5562 | |
16411R208 | 16411R208 | CHENIERE ENERGY INC | COM NEW | 246214 | 1616 | |
92189F106 | 92189F106 | VANECK ETF TRUST | GOLD MINERS ETF | 320190 | 10634 | |
464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 467176 | 4361 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 726982 | 3882 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 6499482 | 19086 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 268435 | 4102 | |
931142103 | 931142103 | WALMART INC | COM | 273493 | 1740 | |
896215209 | 896215209 | TRIMAS CORP | COM NEW | 625123 | 22740 | |
45409F843 | 45409F843 | INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 904365 | 37355 | |
11271J107 | 11271J107 | BROOKFIELD CORP | CL A LTD VT SH | 1080401 | 32107 | |
550021109 | 550021109 | LULULEMON ATHLETICA INC | COM | 384178 | 1015 | |
309627107 | 309627107 | FARMERS NATIONAL BANC CORP | COM | 2625730 | 212266 | |
464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 523903 | 2159 | |
693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 360091 | 2859 | |
47804J107 | 47804J107 | JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 2352948 | 42867 | |
126408103 | 126408103 | CSX CORP | COM | 209204 | 6135 | |
464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 1011467 | 6275 | |
577128101 | 577128101 | MATTHEWS INTL CORP | CL A | 1990439 | 46702 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 224910 | 5413 | |
78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 26687662 | 820149 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 15214565 | 142552 | |
037833100 | 037833100 | APPLE INC | COM | 5529262 | 28506 | |
46435G243 | 46435G243 | ISHARES TR | ESG AWRE 1 5 YR | 491470 | 20555 | |
464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 1310223 | 18590 | |
808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 25863859 | 345082 | |
46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 578918 | 7938 | |
45409F827 | 45409F827 | INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 16812376 | 690163 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 8024883 | 173774 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 291150 | 1759 | |
75960P104 | 75960P104 | REMITLY GLOBAL INC | COM | 2761590 | 146737 | |
530307305 | 530307305 | LIBERTY BROADBAND CORP | COM SER C | 216778 | 2706 | |
81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 299812 | 8894 | |
113004105 | 113004105 | BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 263128 | 8064 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 697005 | 4009 | |
693718108 | 693718108 | PACCAR INC | COM | 376425 | 4500 | |
78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 1736045 | 33315 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 6530573 | 90077 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 201138 | 1216 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 2515818 | 11421 | |
92206C680 | 92206C680 | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 606979 | 8578 | |
464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 8615574 | 117973 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 386018 | 717 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 437743 | 3657 | |
700666100 | 700666100 | PARK-OHIO HLDGS CORP | COM | 348555 | 18345 | |
92206C714 | 92206C714 | VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 366121 | 5290 |