Mariner Wealth Advisors-Cincinnati, LLC

Q3 2018 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    285

  • Value ($000)

    $1,812,621

  • Date Filed
    11/13/2018
  • Form type
    13F-HR
  • CIK
    0001567390
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2018 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$135.59M
8 %

1,994,291

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$71.56M
4 %

1,028,702

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$66.95M
4 %

228,712

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$51.23M
3 %

303,970

V
V

VISA INC

COM CL A
92826C839
$40.66M
2 %

270,881

B
BDX

BECTON DICKINSON & CO

COM
075887109
$36.19M
2 %

138,667

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$33.71M
2 %

126,714

S
SYK

STRYKER CORP

COM
863667101
$30.08M
2 %

169,312

---

TJX COS INC NEW

COM
872540109
$29.98M
2 %

267,650

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$29.95M
2 %

893,105

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