Moneywise

Moneywise as of Sept. 30, 2018

Portfolio Holdings for Moneywise

Moneywise holds 39 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 15.6 $18M 265k 69.56
Schwab U S Small Cap ETF (SCHA) 10.4 $12M 161k 76.17
Sch Us Mid-cap Etf etf (SCHM) 9.9 $12M 202k 57.84
Schwab International Equity ETF (SCHF) 9.3 $11M 329k 33.53
Schwab Strategic Tr us reit etf (SCHH) 6.2 $7.4M 176k 41.73
Invesco S&p 500 Low Volatility Etf (SPLV) 5.6 $6.7M 135k 49.52
Ishares Tr eafe min volat (EFAV) 5.2 $6.1M 84k 72.81
Invesco S&p Smallcap Low Volatility Etf (XSLV) 5.0 $5.9M 120k 49.44
iShares S&P Natl AMTFr Mncpl Bd (MUB) 4.0 $4.7M 44k 107.95
iShares S&P 500 Index (IVV) 3.7 $4.4M 15k 292.73
Nuveen Barclays Shrt Term Muni bdfund (SHM) 3.6 $4.2M 88k 47.69
iShares S&P MidCap 400 Index (IJH) 3.2 $3.8M 19k 201.31
iShares S&P SmallCap 600 Index (IJR) 3.0 $3.6M 41k 87.25
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.9 $3.5M 64k 54.55
Ishares Core Intl Stock Etf core (IXUS) 1.9 $2.3M 38k 60.30
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 1.9 $2.3M 44k 52.22
Doubleline Total Etf etf (TOTL) 1.1 $1.3M 29k 47.24
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 1.1 $1.3M 25k 50.96
Schwab Strategic Tr us aggregate b (SCHZ) 0.6 $683k 14k 50.27
Greif (GEF) 0.4 $523k 9.8k 53.64
Ishares Tr core strm usbd (ISTB) 0.4 $513k 11k 48.96
Ishares Tr 0-5yr hi yl cp (SHYG) 0.4 $468k 9.9k 47.09
IQ Hedge Multi-Strategy Tracker (QAI) 0.4 $459k 15k 30.75
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $416k 8.4k 49.61
Invesco Emerging Markets S etf (PCY) 0.3 $385k 14k 26.97
Vanguard Long-Term Bond ETF (BLV) 0.3 $376k 4.3k 87.52
iShares Lehman Aggregate Bond (AGG) 0.3 $344k 3.3k 105.42
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $337k 2.0k 167.33
Invesco S&p 500 High Div, Low V equities (SPHD) 0.3 $342k 8.3k 41.41
Schwab U S Large Cap Growth ETF (SCHG) 0.3 $312k 3.8k 81.91
Ishares Tr rus200 val idx (IWX) 0.2 $301k 5.6k 53.43
iShares S&P 500 Growth Index (IVW) 0.2 $259k 1.5k 177.28
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $256k 4.1k 62.21
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $256k 10k 25.67
SPDR Dow Jones Global Real Estate (RWO) 0.2 $254k 5.3k 47.57
Vanguard REIT ETF (VNQ) 0.2 $232k 2.9k 80.67
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.2 $230k 7.5k 30.56
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $218k 1.3k 167.05
BB&T Corporation 0.2 $200k 4.1k 48.44