S. R. Schill & Associates - Portfolio overview

S. R. Schill & Associates has 33 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES CORE MSCI EAFE ETF, 12.63%
2. VTWO - VANGUARD RUSSELL 2000 ETF, 10.84%
3. USRT - ISHARES CORE U.S. REIT ETF, 10.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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