HoldingsChannel.com
Wealthquest Corp Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
AMERICAN FINL GROUP INC OHIO 343,365 UNCH $37,649
     AFG343,365UNCH$37,649
ISHARES TR (IJH) 122,105 +1,368 $25,131
     IJH122,105+1,368$25,131
VANGUARD INTL EQUITY INDEX (VWO) 521,868 +491,932 $23,207
     VWO521,868+491,932$23,207
SPDR SERIES TRUST (SPLG) 602,832 +285,317 $22,799
     SPLG602,832+285,317$22,799
PROCTER & GAMBLE CO 157,880 +1,911 $19,179
     PG157,880+1,911$19,179
WISDOMTREE TR 747,950 +6,876 $18,743
     USFR747,950+6,876$18,743
iShares TR (IEI) 141,512 +8,148 $17,795
     IEI141,512+8,148$17,795
ISHARES TR (IDEV) 194,029 -9,793 $12,658
     IDEV194,029-9,793$12,658
VANGUARD INDEX FDS (VV) 84,876 -6,602 $12,548
     VV84,876-6,602$12,548
SPDR SERIES TRUST (SPAB) 356,566 +64,813 $10,475
     SPAB356,566+64,813$10,475
WISDOMTREE TR 100,878 -7,702 $5,075
     SFHY100,878-7,702$5,075
SPDR SERIES TRUST (SPMD) 139,230 -14,854 $5,044
     SPMD139,230-14,854$5,044
ISHARES TR (USMV) 76,171 +28,646 $4,996
     USMV76,171+28,646$4,996
VANGUARD INDEX FDS (VO) 27,287 +9,034 $4,862
     VO27,287+9,034$4,862
SPDR INDEX SHS FDS (SPDW) 141,458 -17,726 $4,434
     SPDW141,458-17,726$4,434
ISHARES TR (SMMV) 118,951 +22,748 $4,219
     SMMV118,951+22,748$4,219
ISHARES TR (ISTB) 83,490 +23,217 $4,207
     ISTB83,490+23,217$4,207
ISHARES TR (IBMJ) 159,008 -33,447 $4,096
     IBMJ159,008UNCH$4,096
ISHARES TR (IBMI) 159,118 UNCH $4,060
     IBMI159,118UNCH$4,060
APPLE INC 13,728 -3,093 $4,031
     AAPL13,728-3,093$4,031
BOEING CO 10,661 -65 $3,473
     BA10,661-65$3,473
ISHARES TR (IJR) 40,895 -1,201 $3,429
     IJR40,895-1,201$3,429
SPDR SERIES TRUST (SPYV) 95,556 -11,513 $3,335
     SPYV95,556-11,513$3,335
ISHARES TR (IVV) 10,038 -289 $3,244
     IVV10,038-289$3,244
ISHARES INC (IEMG) 53,074 -3,429 $2,853
     IEMG53,074-3,429$2,853
SPDR SERIES TRUST (SPYG) 67,667 -11,160 $2,835
     SPYG67,667-11,160$2,835
iShares TR (IBDN) 100,332 +19,256 $2,625
     IBDN100,332+19,256$2,625
ISHARES TR (IPAC) 42,700 -4,113 $2,494
     IPAC42,700-4,113$2,494
iShares TR (EFG) 28,331 +952 $2,449
     EFG28,331+952$2,449
ISHARES TR (IUSV) 38,811 -2,152 $2,445
     IUSV38,811-2,152$2,445
VANGUARD TAX MANAGED INTL FD      $2,419
     FTSE DEV MKT ETF54,906+54,906$2,419
ISHARES TR (IUSB) 42,534 -191 $2,216
     IUSB42,534-191$2,216
ISHARES TR (IUSG) 32,063 -963 $2,168
     IUSG32,063-963$2,168
MERCK & CO INC NEW 23,718 -12 $2,157
     MRK23,718-12$2,157
JOHNSON & JOHNSON 13,774 +121 $2,009
     JNJ13,774+121$2,009
MICROSOFT CORP 12,670 -395 $1,998
     MSFT12,670-395$1,998
ISHARES TR (TFLO) 39,692 +2,241 $1,993
     TFLO39,692+2,241$1,993
ISHARES TR (SUB)      $1,938
     CORE INTL AGGR31,666+31,666$1,735
     SUB1,909+1,909$203
CINTAS CORP 7,151 +3,511 $1,924
     CTAS7,151+3,511$1,924
ISHARES TR (AGG) 15,888 -491 $1,785
     AGG15,888-491$1,785
SPDR SER TR (SPSM) 51,230 -4,411 $1,671
     SPSM51,230-4,411$1,671
BERKSHIRE HATHAWAY INC DEL      $1,620
     BRK.B7,155+493$1,620
SPDR INDEX SHS FDS (SPEM) 42,270 -3,183 $1,588
     SPEM42,270-3,183$1,588
AMGEN INC 6,116 -13 $1,474
     AMGN6,116-13$1,474
JPMORGAN CHASE & CO 10,500 +1,566 $1,463
     JPM10,500+1,566$1,463
SPDR SER TR (SPTS) 48,168 -4,854 $1,443
     SPTS48,168-4,854$1,443
SPDR SERIES TRUST (SPSB) 42,471 -2,658 $1,309
     SPSB42,471-2,658$1,309
VANGUARD BD INDEX FD INC (BSV) 15,793 -97 $1,273
     BSV15,793-97$1,273
INVESCO QQQ TR 5,936 +117 $1,262
     QQQ5,936+117$1,262
HERSHEY CO 8,500 UNCH $1,249
     HSY8,500UNCH$1,249

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 12/31/2019: $349,184
At 09/30/2019: $299,186

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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