Moneywise

Moneywise as of March 31, 2017

Portfolio Holdings for Moneywise

Moneywise holds 34 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 14.4 $16M 282k 56.27
Sch Us Mid-cap Etf etf (SCHM) 13.0 $14M 304k 47.33
Schwab U S Small Cap ETF (SCHA) 9.5 $11M 166k 62.98
Schwab International Equity ETF (SCHF) 7.7 $8.5M 284k 29.87
Powershares Exchange 6.5 $7.2M 170k 42.32
Schwab Strategic Tr us reit etf (SCHH) 6.4 $7.1M 174k 40.78
Ishares Tr eafe min volat (EFAV) 5.0 $5.5M 84k 66.00
Powershares Etf Tr Ii s&p600 lovl pt 5.0 $5.5M 129k 42.86
iShares S&P MidCap 400 Index (IJH) 4.8 $5.3M 31k 171.23
Powershares Etf Tr Ii s^p500 low vol 4.8 $5.3M 121k 43.47
iShares S&P 500 Index (IVV) 3.8 $4.2M 18k 237.25
iShares S&P SmallCap 600 Index (IJR) 3.2 $3.5M 51k 69.17
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.5 $2.8M 26k 108.95
Nuveen Barclays Shrt Term Muni bdfund (SHM) 2.5 $2.8M 57k 48.45
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.3 $2.5M 47k 54.12
Ishares Core Intl Stock Etf core (IXUS) 1.9 $2.1M 38k 54.74
Doubleline Total Etf etf (TOTL) 1.0 $1.1M 23k 48.89
Schwab Strategic Tr us aggregate b (SCHZ) 0.7 $821k 16k 51.80
Powershares S&p 500 0.6 $699k 17k 40.49
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.6 $637k 21k 29.74
Greif (GEF) 0.5 $537k 9.8k 55.08
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $351k 2.4k 148.35
Schwab U S Large Cap Growth ETF (SCHG) 0.3 $340k 5.6k 60.56
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $328k 6.9k 47.77
PowerShares Emerging Markets Sovere 0.3 $319k 11k 29.02
Ishares Tr rus200 val idx (IWX) 0.3 $311k 6.5k 48.13
Schwab Intl Small Cap Equity ETF (SCHC) 0.3 $297k 9.5k 31.30
Ishares Tr core strm usbd (ISTB) 0.3 $301k 6.0k 50.07
Schwab Strategic Tr cmn (SCHV) 0.3 $286k 5.7k 49.76
iShares Lehman Aggregate Bond (AGG) 0.2 $263k 2.4k 108.41
iShares Barclays TIPS Bond Fund (TIP) 0.2 $237k 2.1k 114.71
Vanguard Long-Term Bond ETF (BLV) 0.2 $236k 2.6k 90.04
iShares S&P 500 Growth Index (IVW) 0.2 $209k 1.6k 131.61
Delphax Technologies 0.0 $0 13k 0.00