Schneider Downs Wealth Management Advisors, LP ETFs

Schneider Downs Wealth Management Advisors, LP

$649 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWM Ishares Russell 2000 ETF	$0	$675,000 0.1% of portfolio	3,131	Q2 2025 Added 1.23%
EFG Msci Eafe Growth ETF	$0	$659,000 0.1% of portfolio	5,884	Q1 2025 Reduced 15.75%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$644,000 0.1% of portfolio	1,462	Q2 2022 Added 11.6%
XLE Energy Sector Spdr	$0	$628,000 0.1% of portfolio	7,407	Q2 2025 Added 170.13%
IWO Ishares Russell 2000 Gwt ETF	$0	$612,000 0.09% of portfolio	2,144	Q2 2025 Added 5.25%
SCHZ Schwab Us Aggregate Bond ETF	$0	$591,000 0.09% of portfolio	25,443	Q2 2025 Reduced 2.48%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$533,000 0.08% of portfolio	13,621	Q2 2025 Reduced 23.08%
IJUL Innovator Etfs Tr	$0	$493,000 0.08% of portfolio	15,436	Q2 2025 New
XLK Technology Sector Spdr	$0	$455,000 0.07% of portfolio	1,799	Q1 2025 Added 1.7%
GTO Invesco Actively Managed ETF T	$0	$440,000 0.07% of portfolio	9,385	Q2 2025 Reduced 50.9%
NUSC Nuveen Esg Small Cap ETF	$0	$396,000 0.06% of portfolio	9,735	Q2 2025 Reduced 32.14%
VGT Vanguard Information Technolog	$0	$386,000 0.06% of portfolio	583	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$375,000 0.06% of portfolio	2,061	Q1 2025 Reduced 4.72%
OEF Ishares S&P 100 ETF	$0	$371,000 0.06% of portfolio	1,398	Q1 2025 Added 1.23%
IMCB Ishares Morningstar Mid Cap Et	$0	$322,000 0.05% of portfolio	4,053	Q2 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$314,000 0.05% of portfolio	1,105	Q1 2023 New
AGG Ishares Core U.S. Aggregate Bo	$0	$305,000 0.05% of portfolio	3,078	Q2 2025 Reduced 1.94%
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$297,000 0.05% of portfolio	2,361	Q2 2025 New
EJUL Innovator Etfs Tr Emerging Mkt	$0	$283,000 0.04% of portfolio	10,234	Q2 2025 New
VT Vanguard Total World Stk Index	$0	$278,000 0.04% of portfolio	2,165	Q4 2024 Reduced 6.32%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$269,000 0.04% of portfolio	3,395	Q4 2024 Reduced 6.83%
CWB Spdr Bloomberg Convertible Sec	$0	$265,000 0.04% of portfolio	3,207	Q4 2022 Reduced 65.78%
XLU Utilities Sector Spdr	$0	$264,000 0.04% of portfolio	3,235	Q1 2025 Added 9.4%
VV Vanguard Large Cap ETF	$0	$234,000 0.04% of portfolio	821	Q3 2024 Reduced 0.97%
FV First Trust Dorsey Wright Focu	$0	$232,000 0.04% of portfolio	3,921	Q2 2025 Added 0.03%
VOE Vanguard Mid Cap Value Index F	$0	$216,000 0.03% of portfolio	1,315	Q3 2024 New
VOTE Engine No 1 ETF Tr	$0	$216,000 0.03% of portfolio	2,974	Q2 2025 New
SLV I Shares Silver Trust	$18B	$214,000 0.03% of portfolio	6,537	Q2 2025 New
ISCB International Speedway Corp	$0	$208,000 0.03% of portfolio	3,572	Q2 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$204,000 0.03% of portfolio	1,054	Q2 2025 New
ICLN Ishares	$0	$134,000 0.02% of portfolio	10,286	Q2 2025 New

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