Moneywise

Moneywise as of March 31, 2022

Portfolio Holdings for Moneywise

Moneywise holds 51 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
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 23.6 $36M 666k 53.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 13.4 $20M 430k 47.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 13.0 $20M 261k 75.86
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 3.9 $5.9M 80k 74.13
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 3.8 $5.7M 108k 53.06
Spdr Ser Tr Bloomberg Conv (CWB) 3.5 $5.4M 70k 76.95
Ishares Tr Core S&p500 Etf (IVV) 3.2 $4.9M 11k 453.73
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.1 $4.7M 60k 78.20
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $4.3M 16k 268.32
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 2.7 $4.1M 60k 68.33
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $4.1M 38k 107.87
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.6 $4.0M 84k 47.33
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $3.7M 16k 237.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.8 $2.8M 52k 52.44
United Parcel Service CL B (UPS) 1.4 $2.1M 9.7k 214.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $2.0M 55k 36.71
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.3 $2.0M 41k 48.95
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.3 $2.0M 30k 67.10
Ishares Tr National Mun Etf (MUB) 1.2 $1.9M 17k 109.64
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 1.0 $1.5M 26k 55.82
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.4M 6.7k 212.49
Ishares Tr Cohen Steer Reit (ICF) 0.9 $1.3M 18k 71.01
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $1.0M 25k 42.07
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.6 $928k 19k 49.59
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.6 $910k 14k 65.34
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) 0.5 $752k 25k 30.61
Greif Cl A (GEF) 0.4 $634k 9.8k 65.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $585k 12k 49.56
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $556k 12k 44.78
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $493k 9.7k 50.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $461k 4.3k 108.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $429k 5.6k 76.38
Apple (AAPL) 0.3 $412k 2.4k 174.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $345k 4.6k 74.92
Ishares Tr Cmbs Etf (CMBS) 0.2 $344k 6.9k 49.86
Nextera Energy (NEE) 0.2 $329k 3.9k 84.79
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $328k 3.0k 109.52
Exxon Mobil Corporation (XOM) 0.2 $295k 3.6k 82.63
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.2 $293k 6.0k 49.04
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $279k 5.7k 48.53
Vanguard Index Fds Growth Etf (VUG) 0.2 $269k 934.00 288.01
Spdr Gold Tr Gold Shs (GLD) 0.2 $255k 1.4k 180.47
Ishares Tr Eafe Value Etf (EFV) 0.2 $250k 5.0k 50.29
Ishares Tr Core Msci Total (IXUS) 0.2 $245k 3.7k 66.50
CSX Corporation (CSX) 0.2 $244k 6.5k 37.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $241k 683.00 352.86
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $238k 3.3k 72.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $234k 6.8k 34.23
Truist Financial Corp equities (TFC) 0.1 $220k 3.9k 56.60
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $219k 3.1k 69.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $202k 727.00 277.85