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ETF Holdings

Name Assets
SPDR S&P Regional Banking ETF $72,201,000
Vanguard Tax-Managed International Fund $66,691,000
Vanguard Global ex-US Real Estate Index Fund $56,835,000
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio $54,166,000
iShares Core Moderate Allocation ETF $38,131,000
iShares MSCI EAFE ETF $35,134,000
iShares Core S&P Mid-Cap ETF $33,497,000
Vanguard Value Index Fund $19,888,000
iShares Core MSCI Emerging Markets ETF $18,797,000
iShares Core S&P 500 ETF $15,972,000
iShares MSCI Eurozone ETF $3,274,000
WisdomTree MidCap Earnings Fund $2,149,000
SPDR S&P 500 ETF Trust $1,607,000
iShares S&P 500 Value ETF $1,493,000
Vanguard Dividend Appreciation Index Fund $1,399,000
iShares MSCI EAFE Small-Cap ETF $1,223,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $1,063,000
iShares Currency Hedged MSCI EAFE ETF $687,000
Vanguard Emerging Markets Stock Index Fund $490,000
iShares MSCI KLD 400 Social ETF $340,000
iShares MSCI Emerging Markets ETF $290,000
iShares US Regional Banks ETF $138,000
iShares International Select Dividend ETF $114,000
iShares US Medical Devices ETF $93,000
SPDR S&P Emerging Asia Pacific ETF $90,000
SPDR Gold Shares $88,000
iShares Core MSCI EAFE ETF $83,000
iShares Russell 1000 Value ETF $83,000
SPDR S&P International Small Cap ETF $75,000
Vanguard Extended Market Index Fund $56,000
iShares Russell 2000 ETF $30,000
Guggenheim S&P 500 Pure Value ETF $24,000
iShares Russell Mid-Cap ETF $20,000
iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A $16,000
Vanguard 500 Index Fund $14,000
PowerShares CEF Income Composite Portfolio $13,000
SPDR S&P Oil & Gas Exploration & Production ETF $11,000
WisdomTree Japan Hedged Equity Fund $10,000
Vanguard REIT Index Fund $10,000
iShares US Home Construction ETF $9,000
Financial Select Sector SPDR Fund $9,000
iShares Russell 1000 ETF $9,000
Energy Select Sector SPDR Fund $8,000
Vanguard Health Care Index Fund $8,000
ProShares Ultra S&P500 $7,000
SPDR S&P MidCap 400 ETF $7,000
iShares North American Tech-Software ETF $6,000
Consumer Staples Select Sector SPDR Fund $6,000
Alerian MLP ETF $5,000
Technology Select Sector SPDR Fund $4,000
iShares Russell Mid-Cap Value ETF $4,000
VanEck Vectors Retail ETF $3,000
Industrial Select Sector SPDR Fund $3,000
SPDR Dow Jones REIT ETF $3,000
Deutsche X-trackers MSCI Europe Hedged Equity ETF $3,000
PowerShares Dynamic Food & Beverage Portfolio $3,000
iShares Core S&P Small-Cap ETF $3,000
First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund $2,000
iShares Micro-Cap ETF $1,000
Consumer Discretionary Select Sector SPDR Fund $1,000
iShares Gold Trust $1,000
Guggenheim MSCI Global Timber ETF $1,000
PowerShares DB Oil Fund $1,000
Materials Select Sector SPDR Fund $1,000
PowerShares DB Base Metals Fund $1,000
PowerShares DB Agriculture Fund $1,000
iShares China Large-Cap ETF $1,000
Deutsche X-trackers MSCI Japan Hedged Equity ETF $1,000



    Last updated on Oct. 6, 2019
      • $7.8B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 25K
      • $313.7K
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Jamie Lyn Roach
    May 2015
    Brent Fisher Heitzenroder
    November 2016
    Nicholas Glenn Mitchell
    June 2018
    Timothy J Hunkele
    August 2019
    Amy Lynn Riley
    July 2008



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Gerard Meredith Executive Vice President October, 1977 less than 5%
      Joseph M Niesslein Cfo / Treasurer September, 2001 less than 5%
      John Patrick Meegan Chief Operating Officer November, 2005 less than 5%
      Craig Arthur Tillotson Vice Chairman December, 2013 less than 5%
      Paul Edward Taddeo Chief Compliance Officer January, 2013 less than 5%
      Kimberly Tillotson Fleming Ceo / Chairman November, 2010 less than 5%
      Donald Mcghee Belt President November, 2018 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Commissions