Asset Manager
← All Institutions
Schneider Downs Wealth Management Advisors, LP
Market Value
$0
-100.0%
Holdings
155
-4
New Purchases
0
Added To
0
Closed
155
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 42 | $0 | 0% |
| Large Cap | 78 | $0 | 0% |
| Mid Cap | 17 | $0 | 0% |
| Small Cap | 15 | $0 | 0% |
| Micro Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$339.2B
Median Market Cap
$68.7B
Avg P/E
31.2
Median P/E
25.6
Avg Dividend Yield
0.01%
Avg Beta
0.97
# Stocks
68
# ETFs / Funds
87
Top Holdings (155 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FHI | —% | — | — | — | -$139M | -2,662,853 | -100.0% | SOLD |
| 2 | BRK-A | —% | — | — | — | -$2M | -3 | -100.0% | SOLD |
| 3 | CB | —% | — | — | — | -$256K | -822 | -100.0% | SOLD |
| 4 | UBER | —% | — | — | — | -$559K | -6,843 | -100.0% | SOLD |
| 5 | XOM | —% | — | — | — | -$234K | -1,942 | -100.0% | SOLD |
| 6 | NEE | —% | — | — | — | -$549K | -6,839 | -100.0% | SOLD |
| 7 | BN | —% | — | — | — | -$2M | -48,234 | -100.0% | SOLD |
| 8 | CBZ | —% | — | — | — | -$1M | -23,215 | -100.0% | SOLD |
| 9 | HD | —% | — | — | — | -$374K | -1,088 | -100.0% | SOLD |
| 10 | AXP | —% | — | — | — | -$336K | -909 | -100.0% | SOLD |
| 11 | RJF | —% | — | — | — | -$3M | -21,588 | -100.0% | SOLD |
| 12 | ABBV | —% | — | — | — | -$574K | -2,511 | -100.0% | SOLD |
| 13 | ETN | —% | — | — | — | -$578K | -1,815 | -100.0% | SOLD |
| 14 | PNC | —% | — | — | — | -$2M | -11,819 | -100.0% | SOLD |
| 15 | MFC | —% | — | — | — | -$575K | -15,840 | -100.0% | SOLD |
| 16 | SPGI | —% | — | — | — | -$285K | -546 | -100.0% | SOLD |
| 17 | IBM | —% | — | — | — | -$432K | -1,458 | -100.0% | SOLD |
| 18 | PM | —% | — | — | — | -$253K | -1,578 | -100.0% | SOLD |
| 19 | TJX | —% | — | — | — | -$1M | -8,763 | -100.0% | SOLD |
| 20 | CAT | —% | — | — | — | -$581K | -1,015 | -100.0% | SOLD |
| 21 | JPM | —% | — | — | — | -$3M | -8,991 | -100.0% | SOLD |
| 22 | BAC | —% | — | — | — | -$221K | -4,014 | -100.0% | SOLD |
| 23 | SCHW | —% | — | — | — | -$230K | -2,298 | -100.0% | SOLD |
| 24 | PG | —% | — | — | — | -$259K | -1,804 | -100.0% | SOLD |
| 25 | V | —% | — | — | — | -$1M | -3,176 | -100.0% | SOLD |
| 26 | COST | —% | — | — | — | -$1M | -1,171 | -100.0% | SOLD |
| 27 | TMO | —% | — | — | — | -$312K | -538 | -100.0% | SOLD |
| 28 | LLY | —% | — | — | — | -$223K | -207 | -100.0% | SOLD |
| 29 | MA | —% | — | — | — | -$218K | -382 | -100.0% | SOLD |
| 30 | MRK | —% | — | — | — | -$320K | -3,037 | -100.0% | SOLD |
| 31 | MCD | —% | — | — | — | -$529K | -1,731 | -100.0% | SOLD |
| 32 | JNJ | —% | — | — | — | -$712K | -3,440 | -100.0% | SOLD |
| 33 | COHR | —% | — | — | — | -$246K | -1,335 | -100.0% | SOLD |
| 34 | BIP | —% | — | — | — | -$523K | -15,057 | -100.0% | SOLD |
| 35 | AWK | —% | — | — | — | -$205K | -1,568 | -100.0% | SOLD |
| 36 | RTX | —% | — | — | — | -$576K | -3,143 | -100.0% | SOLD |
| 37 | ASML | —% | — | — | — | -$332K | -310 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$380K | -3,029 | -100.0% | SOLD |
| 39 | MO | —% | — | — | — | -$278K | -4,814 | -100.0% | SOLD |
| 40 | CSCO | —% | — | — | — | -$432K | -5,612 | -100.0% | SOLD |
| 41 | IJT | —% | — | — | — | -$23M | -159,516 | -100.0% | SOLD |
| 42 | EFG | —% | — | — | — | -$680K | -5,970 | -100.0% | SOLD |
| 43 | ESGE | —% | — | — | — | -$602K | -13,621 | -100.0% | SOLD |
| 44 | AMZN | —% | — | — | — | -$2M | -9,743 | -100.0% | SOLD |
| 45 | LULU | —% | — | — | — | -$211K | -1,016 | -100.0% | SOLD |
| 46 | AAPL | —% | — | — | — | -$9M | -33,936 | -100.0% | SOLD |
| 47 | HON | —% | — | — | — | -$219K | -1,125 | -100.0% | SOLD |
| 48 | LIN | —% | — | — | — | -$266K | -623 | -100.0% | SOLD |
| 49 | ICLN | —% | — | — | — | -$169K | -10,286 | -100.0% | SOLD |
| 50 | META | —% | — | — | — | -$855K | -1,295 | -100.0% | SOLD |
| 51 | JPIE | —% | — | — | — | -$19M | -411,612 | -100.0% | SOLD |
| 52 | FMNB | —% | — | — | — | -$494K | -37,086 | -100.0% | SOLD |
| 53 | ESGD | —% | — | — | — | -$1M | -14,047 | -100.0% | SOLD |
| 54 | FBTC | —% | — | — | — | -$359K | -4,712 | -100.0% | SOLD |
| 55 | FBND | —% | — | — | — | -$15M | -326,178 | -100.0% | SOLD |
| 56 | SCHA | —% | — | — | — | -$1M | -47,264 | -100.0% | SOLD |
| 57 | GTO | —% | — | — | — | -$445K | -9,385 | -100.0% | SOLD |
| 58 | GBTC | —% | — | — | — | -$850K | -12,429 | -100.0% | SOLD |
| 59 | IJJ | —% | — | — | — | -$1M | -7,815 | -100.0% | SOLD |
| 60 | IWR | —% | — | — | — | -$8M | -78,722 | -100.0% | SOLD |
| 61 | IVV | —% | — | — | — | -$4M | -5,880 | -100.0% | SOLD |
| 62 | IWM | —% | — | — | — | -$897K | -3,642 | -100.0% | SOLD |
| 63 | VOTE | —% | — | — | — | -$239K | -2,974 | -100.0% | SOLD |
| 64 | DIA | —% | — | — | — | -$682K | -1,419 | -100.0% | SOLD |
| 65 | PEP | —% | — | — | — | -$388K | -2,701 | -100.0% | SOLD |
| 66 | RELY | —% | — | — | — | -$867K | -62,848 | -100.0% | SOLD |
| 67 | SPDW | —% | — | — | — | -$79M | -1,774,091 | -100.0% | SOLD |
| 68 | VT | —% | — | — | — | -$305K | -2,165 | -100.0% | SOLD |
| 69 | VTI | —% | — | — | — | -$2M | -6,653 | -100.0% | SOLD |
| 70 | VBR | —% | — | — | — | -$3M | -12,952 | -100.0% | SOLD |
| 71 | XOP | —% | — | — | — | -$298K | -2,361 | -100.0% | SOLD |
| 72 | VB | —% | — | — | — | -$2M | -8,147 | -100.0% | SOLD |
| 73 | VGT | —% | — | — | — | -$436K | -579 | -100.0% | SOLD |
| 74 | VEA | —% | — | — | — | -$14M | -219,427 | -100.0% | SOLD |
| 75 | VONV | —% | — | — | — | -$977K | -10,589 | -100.0% | SOLD |
| 76 | WMT | —% | — | — | — | -$1M | -10,012 | -100.0% | SOLD |
| 77 | EEM | —% | — | — | — | -$222K | -4,051 | -100.0% | SOLD |
| 78 | VTEB | —% | — | — | — | -$8M | -150,205 | -100.0% | SOLD |
| 79 | FDV | —% | — | — | — | -$436K | -15,242 | -100.0% | SOLD |
| 80 | IJH | —% | — | — | — | -$2M | -23,907 | -100.0% | SOLD |
| 81 | JGRO | —% | — | — | — | -$2M | -19,885 | -100.0% | SOLD |
| 82 | MUB | —% | — | — | — | -$36M | -340,737 | -100.0% | SOLD |
| 83 | VIG | —% | — | — | — | -$453K | -2,061 | -100.0% | SOLD |
| 84 | SUSB | —% | — | — | — | -$1M | -42,652 | -100.0% | SOLD |
| 85 | SPY | —% | — | — | — | -$8M | -11,250 | -100.0% | SOLD |
| 86 | SUSC | —% | — | — | — | -$883K | -37,753 | -100.0% | SOLD |
| 87 | VV | —% | — | — | — | -$258K | -821 | -100.0% | SOLD |
| 88 | AMGN | —% | — | — | — | -$491K | -1,500 | -100.0% | SOLD |
| 89 | MDYV | —% | — | — | — | -$287K | -3,395 | -100.0% | SOLD |
| 90 | EFA | —% | — | — | — | -$6M | -61,180 | -100.0% | SOLD |
| 91 | VONG | —% | — | — | — | -$3M | -26,116 | -100.0% | SOLD |
| 92 | AVGO | —% | — | — | — | -$900K | -2,601 | -100.0% | SOLD |
| 93 | GOOGL | —% | — | — | — | -$3M | -9,327 | -100.0% | SOLD |
| 94 | GOOG | —% | — | — | — | -$3M | -8,315 | -100.0% | SOLD |
| 95 | GLD | —% | — | — | — | -$3M | -6,571 | -100.0% | SOLD |
| 96 | GORO | —% | — | — | — | -$20K | -23,820 | -100.0% | SOLD |
| 97 | FV | —% | — | — | — | -$206K | -3,271 | -100.0% | SOLD |
| 98 | IVE | —% | — | — | — | -$2M | -10,893 | -100.0% | SOLD |
| 99 | IEMG | —% | — | — | — | -$42M | -619,917 | -100.0% | SOLD |
| 100 | IJR | —% | — | — | — | -$12M | -102,218 | -100.0% | SOLD |