HoldingsChannel.com
Wealthquest Corp Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
AMERICAN FINL GROUP INC OHIO 343,365 UNCH $37,031
     AFG343,365UNCH$37,031
ISHARES TR (IJH) 120,737 -33,060 $23,330
     IJH120,737+4,732$23,330
PROCTER & GAMBLE CO 155,969 -1,001 $19,399
     PG155,969-1,001$19,399
WISDOMTREE TR 741,074 +15,054 $18,563
     USFR741,074+15,054$18,563
iShares TR (IEI) 133,364 +133,364 $16,910
     IEI133,364+133,364$16,910
VANGUARD INDEX FDS (VV) 91,478 +49,195 $12,471
     VV91,478+49,195$12,471
ISHARES TR (IDEV) 203,822 +243 $12,447
     IDEV203,822+243$12,447
SPDR SERIES TRUST (SPLG) 317,515 +98,092 $11,065
     SPLG317,515+98,092$11,065
SPDR SERIES TRUST (SPAB) 291,753 +89,229 $8,647
     SPAB291,753+89,229$8,647
ISHARES TR (IBMJ)      $5,965
     IBMJ159,008UNCH$4,099
     CORE INTL AGGR33,447+33,447$1,866
WISDOMTREE TR 108,580 -9,235 $5,470
     SFHY108,580-9,235$5,470
SPDR SERIES TRUST (SPMD) 154,084 -10,638 $5,221
     SPMD154,084-10,638$5,221
SPDR INDEX SHS FDS (SPDW) 159,184 -11,908 $4,673
     SPDW159,184-11,908$4,673
BOEING CO 10,726 +85 $4,081
     BA10,726+85$4,081
ISHARES TR (IBMI) 159,118 UNCH $4,062
     IBMI159,118UNCH$4,062
APPLE INC 16,821 -758 $3,767
     AAPL16,821-758$3,767
SPDR SERIES TRUST (SPYV) 107,069 -5,207 $3,421
     SPYV107,069-5,207$3,421
ISHARES TR (SMMV) 96,203 +17,691 $3,302
     SMMV96,203+17,691$3,302
ISHARES TR (IJR) 42,096 -73 $3,276
     IJR42,096-73$3,276
ISHARES TR (IVV) 10,327 +82 $3,083
     IVV10,327+82$3,083
SPDR SERIES TRUST (SPYG) 78,827 -13,256 $3,065
     SPYG78,827-13,256$3,065
VANGUARD INDEX FDS (VO) 18,253 +8,141 $3,059
     VO18,253+8,141$3,059
ISHARES TR (USMV) 47,525 +39,238 $3,046
     USMV47,525+39,238$3,046
ISHARES TR (ISTB) 60,273 +19,878 $3,043
     ISTB60,273+19,878$3,043
ISHARES INC (IEMG) 56,503 -1,231 $2,769
     IEMG56,503-1,231$2,769
ISHARES TR (IPAC) 46,813 -5,200 $2,630
     IPAC46,813-5,200$2,630
ISHARES TR (IUSV) 40,963 -1,539 $2,367
     IUSV40,963-1,539$2,367
ISHARES TR (IUSB) 42,725 -768 $2,239
     IUSB42,725-768$2,239
iShares TR (EFG) 27,379 +2,267 $2,204
     EFG27,379+2,267$2,204
VANGUARD TAX MANAGED INTL FD (VEA)      $2,146
     FTSE DEV MKT ETF52,248-3,958$2,146
iShares TR (IBDN) 81,076 +81,076 $2,119
     IBDN81,076+81,076$2,119
ISHARES TR (IUSG) 33,026 -705 $2,076
     IUSG33,026-705$2,076
MERCK & CO INC NEW 23,730 -935 $1,997
     MRK23,730-935$1,997
ISHARES TR (TFLO) 37,451 -8,808 $1,882
     TFLO37,451-8,808$1,882
ISHARES TR (AGG) 16,379 -4,316 $1,853
     AGG16,379-4,316$1,853
MICROSOFT CORP 13,065 -241 $1,816
     MSFT13,065-241$1,816
JOHNSON & JOHNSON 13,653 -69 $1,766
     JNJ13,653-69$1,766
SPDR SER TR (SPSM) 55,641 -10,153 $1,669
     SPSM55,641-10,153$1,669
SPDR SER TR (SPTS) 53,022 -8,212 $1,591
     SPTS53,022-8,212$1,591
SPDR INDEX SHS FDS (SPEM) 45,453 -8,011 $1,558
     SPEM45,453-8,011$1,558
SPDR Series Trust (SPTM) 38,555 +13,321 $1,416
     SPTM38,555+13,321$1,416
SPDR SERIES TRUST (SPSB) 45,129 -9,228 $1,392
     SPSB45,129-9,228$1,392
BERKSHIRE HATHAWAY INC DEL      $1,385
     BRK.B6,662+35$1,385
HERSHEY CO 8,500 UNCH $1,317
     HSY8,500UNCH$1,317
VANGUARD BD INDEX FD INC (BSV) 15,890 -660 $1,283
     BSV15,890-660$1,283
VANGUARD INTL EQUITY INDEX (VWO) 29,936 -215 $1,205
     VWO29,936-215$1,205
AMGEN INC 6,129 -2 $1,186
     AMGN6,129-2$1,186
LCNB Corp 63,048 +63,048 $1,118
     LCNB63,048+63,048$1,118
INVESCO QQQ TR 5,819 +72 $1,098
     QQQ5,819+72$1,098
ISHARES TR (IVW) 6,077 +235 $1,094
     IVW6,077+235$1,094

See Full List: All Stocks Held By Wealthquest Corp
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealthquest Corp

Size ($ in 1000's)
At 09/30/2019: $299,186
At 06/30/2019: $264,661

Wealthquest Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthquest Corp 13F filings. Link to 13F filings: SEC filings

Wealthquest Corp Top Holdings 13F Filings | www.HoldingsChannel.com

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