Financial Planners of Cleveland

Financial Planners of Cleveland as of March 31, 2022

Portfolio Holdings for Financial Planners of Cleveland

Financial Planners of Cleveland holds 55 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 17.1 $41M 275k 147.78
Ishares Tr Core Us Aggbd Et (AGG) 12.6 $30M 280k 107.10
Vanguard Index Fds Total Stk Mkt (VTI) 9.3 $22M 97k 227.67
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.5 $15M 289k 53.13
Ishares Tr National Mun Etf (MUB) 6.0 $14M 131k 109.64
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 5.1 $12M 169k 71.36
Ishares Tr Core Msci Total (IXUS) 4.9 $12M 175k 66.58
Ishares Tr Russell 2000 Etf (IWM) 4.5 $11M 52k 205.28
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 4.5 $11M 213k 50.27
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.2 $10M 202k 49.77
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.6 $8.7M 168k 51.55
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 3.0 $7.2M 136k 53.06
Wisdomtree Tr Yield Enhanced (SHAG) 2.7 $6.5M 134k 48.48
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 2.2 $5.3M 105k 50.64
Ishares Tr Msci Acwi Etf (ACWI) 1.5 $3.6M 36k 99.77
Sherwin-Williams Company (SHW) 1.4 $3.4M 14k 249.58
Apple (AAPL) 0.8 $2.0M 11k 174.60
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.9M 4.2k 453.69
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $1.3M 54k 24.90
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $1.3M 17k 72.78
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.5 $1.2M 23k 54.80
Ishares Core Msci Emkt (IEMG) 0.5 $1.2M 21k 55.55
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.1M 4.1k 277.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.1M 2.00 529000.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.0M 16k 66.36
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $991k 12k 86.05
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $982k 20k 50.09
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.3 $820k 25k 32.24
Ishares Tr Core Msci Eafe (IEFA) 0.3 $791k 11k 69.55
Amazon (AMZN) 0.3 $659k 202.00 3262.38
Microsoft Corporation (MSFT) 0.3 $617k 2.0k 308.50
Sealed Air (SEE) 0.3 $611k 9.1k 66.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $602k 1.7k 353.08
Vanguard World Mega Cap Val Etf (MGV) 0.2 $584k 5.4k 107.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $583k 2.2k 268.54
Alphabet Cap Stk Cl A (GOOGL) 0.2 $579k 208.00 2783.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $485k 2.9k 165.87
Ishares Tr Msci Eafe Etf (EFA) 0.2 $447k 6.1k 73.57
Caterpillar (CAT) 0.2 $427k 1.9k 222.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $393k 1.1k 362.88
Visa Com Cl A (V) 0.2 $382k 1.7k 221.84
Progressive Corporation (PGR) 0.2 $376k 3.3k 113.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $330k 6.3k 52.46
Lincoln Electric Holdings (LECO) 0.1 $325k 2.4k 137.71
Chevron Corporation (CVX) 0.1 $309k 1.9k 163.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $287k 635.00 451.97
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $273k 6.5k 41.73
Alphabet Cap Stk Cl C (GOOG) 0.1 $257k 92.00 2793.48
Pepsi (PEP) 0.1 $250k 1.5k 167.67
JPMorgan Chase & Co. (JPM) 0.1 $240k 1.8k 136.52
Procter & Gamble Company (PG) 0.1 $211k 1.4k 152.79
Thermo Fisher Scientific (TMO) 0.1 $209k 354.00 590.40
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $209k 1.3k 155.97
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $201k 7.1k 28.24
Athersys 0.0 $50k 82k 0.61