Schneider Downs Wealth Management Advisors, LP Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$552.1M
Holdings
141
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (141 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOVANGUARD INDEX FDS | 230,998 | $59.7M | 10.82% | |
| 2 | SPDWSPDR INDEX SHS FDS | 1,576,264 | $57.4M | 10.40% | |
| 3 | MMITNEW YORK LIFE INVTS ACTIVE E | 1,760,782 | $42.2M | 7.64% | |
| 4 | SCHGSCHWAB STRATEGIC TR | 1,578,030 | $39.5M | 7.16% | |
| 5 | SCHXSCHWAB STRATEGIC TR | 1,508,271 | $33.3M | 6.03% | |
| 6 | MUBISHARES TR | 296,578 | $31.3M | 5.66% | |
| 7 | VNLAJANUS DETROIT STR TR | 514,863 | $25.3M | 4.58% | |
| 8 | IJTISHARES TR | 186,965 | $23.3M | 4.22% | |
| 9 | IWFISHARES TR | 42,675 | $15.4M | 2.79% | |
| 10 | IEMGISHARES INC | 220,321 | $11.9M | 2.15% | |
| 11 | FTRBFEDERATED HERMES ETF TRUST | 458,847 | $11.5M | 2.08% | |
| 12 | JPIEJ P MORGAN EXCHANGE TRADED F | 237,357 | $10.9M | 1.98% | |
| 13 | IJRISHARES TR | 99,406 | $10.4M | 1.88% | |
| 14 | VOOVANGUARD INDEX FDS | 19,814 | $10.2M | 1.84% | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 197,126 | $9.0M | 1.63% | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 171,121 | $8.7M | 1.58% | |
| 17 | MSFTMICROSOFT CORP | 22,894 | $8.6M | 1.56% | |
| 18 | SCHMSCHWAB STRATEGIC TR | 326,433 | $8.6M | 1.55% | |
| 19 | EFAISHARES TR | 85,183 | $7.0M | 1.26% | |
| 20 | MMINNEW YORK LIFE INVTS ACTIVE E | 273,574 | $6.5M | 1.17% | |
| 21 | AAPLAPPLE INC | 28,968 | $6.4M | 1.17% | |
| 22 | IWRISHARES TR | 75,382 | $6.4M | 1.16% | |
| 23 | SCHVSCHWAB STRATEGIC TR | 191,224 | $5.1M | 0.92% | |
| 24 | VTEBVANGUARD MUN BD FDS | 100,108 | $5.0M | 0.90% | |
| 25 | JHMLJOHN HANCOCK EXCHANGE TRADED | 62,012 | $4.2M | 0.76% | |
| 26 | FHIFEDERATED HERMES INC | 89,504 | $3.6M | 0.66% | |
| 27 | SPYSPDR S&P 500 ETF TR | 5,803 | $3.2M | 0.59% | |
| 28 | IVVISHARES TR | 5,665 | $3.2M | 0.58% | |
| 29 | RJFRAYMOND JAMES FINL INC | 21,546 | $3.0M | 0.54% | |
| 30 | SCHFSCHWAB STRATEGIC TR | 123,807 | $2.4M | 0.44% | |
| 31 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.4M | 0.43% | |
| 32 | DSIISHARES TR | 21,863 | $2.2M | 0.41% | |
| 33 | SPYMSPDR SER TR | 33,997 | $2.2M | 0.40% | |
| 34 | PRCHPORCH GROUP INC | 283,276 | $2.1M | 0.37% | |
| 35 | GQ9SPDR GOLD TR | 6,891 | $2.0M | 0.36% | |
| 36 | PNCPNC FINL SVCS GROUP INC | 11,079 | $1.9M | 0.35% | |
| 37 | XOMEXXON MOBIL CORP | 16,073 | $1.9M | 0.35% | |
| 38 | VTIVANGUARD INDEX FDS | 6,653 | $1.8M | 0.33% | |
| 39 | IVWISHARES TR | 19,470 | $1.8M | 0.33% | |
| 40 | SCHESCHWAB STRATEGIC TR | 65,336 | $1.8M | 0.33% | |
| 41 | CBZCBIZ INC | 23,643 | $1.8M | 0.32% | |
| 42 | BNBROOKFIELD CORP | 32,107 | $1.7M | 0.30% | |
| 43 | JPMJPMORGAN CHASE & CO. | 6,664 | $1.6M | 0.30% | |
| 44 | JGROJ P MORGAN EXCHANGE TRADED F | 21,070 | $1.6M | 0.28% | |
| 45 | IJHISHARES TR | 26,179 | $1.5M | 0.28% | |
| 46 | ETNEATON CORP PLC | 5,569 | $1.5M | 0.27% | |
| 47 | AKXANSYS INC | 4,715 | $1.5M | 0.27% | |
| 48 | AQLTISHARES TR | 19,093 | $1.4M | 0.26% | |
| 49 | RELYREMITLY GLOBAL INC | 67,338 | $1.4M | 0.25% | |
| 50 | GOOGLALPHABET INC | 8,522 | $1.3M | 0.24% | |
| 51 | AMZNAMAZON COM INC | 6,312 | $1.2M | 0.22% | |
| 52 | IVEISHARES TR | 6,087 | $1.2M | 0.21% | |
| 53 | SCHASCHWAB STRATEGIC TR | 49,378 | $1.2M | 0.21% | |
| 54 | VNQVANGUARD INDEX FDS | 12,060 | $1.1M | 0.20% | |
| 55 | SUSBISHARES TR | 42,694 | $1.1M | 0.19% | |
| 56 | ESGDISHARES TR | 12,229 | $998K | 0.18% | |
| 57 | VVISA INC | 2,748 | $963K | 0.17% | |
| 58 | GTOINVESCO ACTIVELY MANAGED EXC | 19,113 | $896K | 0.16% | |
| 59 | AMGNAMGEN INC | 2,736 | $852K | 0.15% | |
| 60 | GOOGALPHABET INC | 5,390 | $842K | 0.15% | |
| 61 | NVDANVIDIA CORPORATION | 7,740 | $838K | 0.15% | |
| 62 | VONGVANGUARD SCOTTSDALE FDS | 8,939 | $829K | 0.15% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 796 | $752K | 0.14% | |
| 64 | METAMETA PLATFORMS INC | 1,297 | $747K | 0.14% | |
| 65 | GBTCGRAYSCALE BITCOIN TRUST ETF | 11,185 | $728K | 0.13% | |
| 66 | SUSCISHARES TR | 29,882 | $689K | 0.12% | |
| 67 | WMTWALMART INC | 7,749 | $680K | 0.12% | |
| 68 | NDQINVESCO QQQ TR | 1,412 | $662K | 0.12% | |
| 69 | GDXVANECK ETF TRUST | 14,249 | $655K | 0.12% | |
| 70 | MDYGSPDR SER TR | 7,939 | $630K | 0.11% | |
| 71 | NFLXNETFLIX INC | 667 | $621K | 0.11% | |
| 72 | ESGEISHARES INC | 17,707 | $618K | 0.11% | |
| 73 | IWMISHARES TR | 3,093 | $617K | 0.11% | |
| 74 | DONSPDR DOW JONES INDL AVERAGE | 1,462 | $613K | 0.11% | |
| 75 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,141 | $607K | 0.11% | |
| 76 | SCHZSCHWAB STRATEGIC TR | 26,091 | $604K | 0.11% | |
| 77 | MCDMCDONALDS CORP | 1,898 | $592K | 0.11% | |
| 78 | EFGISHARES TR | 5,884 | $588K | 0.11% | |
| 79 | HWMHOWMET AEROSPACE INC | 4,355 | $564K | 0.10% | |
| 80 | NUSCNUSHARES ETF TR | 14,345 | $549K | 0.10% | |
| 81 | IYEISHARES TR | 10,962 | $540K | 0.10% | |
| 82 | VBKVANGUARD INDEX FDS | 2,088 | $525K | 0.10% | |
| 83 | KKRKKR & CO INC | 4,500 | $520K | 0.09% | |
| 84 | IWOISHARES TR | 2,037 | $520K | 0.09% | |
| 85 | ORCLORACLE CORP | 3,686 | $515K | 0.09% | |
| 86 | VBVANGUARD INDEX FDS | 2,306 | $511K | 0.09% | |
| 87 | MFCMANULIFE FINL CORP | 15,910 | $495K | 0.09% | |
| 88 | FMNBFARMERS NATIONAL BANC CORP | 37,086 | $483K | 0.09% | |
| 89 | UBERUBER TECHNOLOGIES INC | 6,475 | $471K | 0.09% | |
| 90 | IJSISHARES TR | 4,734 | $461K | 0.08% | |
| 91 | IJJISHARES TR | 3,828 | $458K | 0.08% | |
| 92 | IJKISHARES TR | 5,432 | $452K | 0.08% | |
| 93 | BIPBROOKFIELD INFRAST PARTNERS | 15,057 | $448K | 0.08% | |
| 94 | JNJJOHNSON & JOHNSON | 2,627 | $435K | 0.08% | |
| 95 | TRSTRIMAS CORP | 18,474 | $432K | 0.08% | |
| 96 | FDVFEDERATED HERMES ETF TRUST | 15,242 | $429K | 0.08% | |
| 97 | IBMINTERNATIONAL BUSINESS MACHS | 1,614 | $401K | 0.07% | |
| 98 | VIGVANGUARD SPECIALIZED FUNDS | 2,061 | $399K | 0.07% | |
| 99 | OEFISHARES TR | 1,398 | $378K | 0.07% | |
| 100 | PKOHPARK-OHIO HLDGS CORP | 17,306 | $373K | 0.07% |
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