Moneywise

Latest statistics and disclosures from Moneywise's latest quarterly 13F-HR filing:

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Portfolio Holdings for Moneywise

Moneywise holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 18.5 $32M -3% 570k 56.40
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.9 $16M -13% 205k 75.32
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 8.5 $15M -11% 313k 47.24
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Pacer Fds Tr Pacer Us Small (CALF) 8.4 $15M +5% 304k 48.03
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.0 $14M -6% 267k 51.99
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 6.2 $11M +15% 223k 48.13
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American Centy Etf Tr Us Quality Grow (QGRO) 5.2 $9.0M +34% 118k 76.08
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 5.0 $8.8M -4% 127k 69.21
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Columbia Etf Tr I Multi Sec Muni (MUST) 5.0 $8.6M 413k 20.87
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 3.1 $5.4M 113k 47.79
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First Tr Exchange-traded Cap Strength Etf (FTCS) 2.2 $3.8M -12% 48k 80.04
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 1.8 $3.2M -8% 51k 62.92
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Vanguard Index Fds Mid Cap Etf (VO) 1.6 $2.8M -13% 12k 232.65
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $2.2M +2% 59k 36.96
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.3 $2.2M -5% 42k 51.66
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.8M +12% 3.8k 477.60
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Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.6M 5.9k 277.13
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First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.9 $1.6M -4% 26k 61.19
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United Parcel Service CL B (UPS) 0.9 $1.5M 9.7k 157.23
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Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.7 $1.3M NEW 37k 34.90
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.3M -5% 6.0k 213.31
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $1.3M 27k 48.32
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.2M +298% 2.6k 475.33
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.7 $1.2M 19k 62.66
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.6 $1.1M 20k 53.18
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.0M -15% 21k 49.36
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $951k +26% 21k 44.60
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $865k -2% 8.0k 108.25
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $822k +70% 11k 75.10
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Ishares Tr Russell 3000 Etf (IWV) 0.4 $702k NEW 2.6k 273.72
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Timothy Plan Hig Dv Stk Etf (TPHD) 0.4 $697k NEW 21k 33.12
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $690k -4% 16k 42.18
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Greif Cl A (GEF) 0.4 $640k 9.8k 65.59
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Investment Managers Ser Tr I Axs Change Finan (CHGX) 0.3 $516k +126% 16k 33.22
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $505k 17k 29.42
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Apple (AAPL) 0.3 $477k 2.5k 192.51
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Exxon Mobil Corporation (XOM) 0.2 $417k +9% 4.2k 99.98
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $409k -6% 8.8k 46.62
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $357k -4% 4.3k 82.97
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Ishares Tr Cmbs Etf (CMBS) 0.2 $354k -9% 7.6k 46.79
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First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) 0.2 $336k -3% 12k 28.83
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $309k 2.7k 114.03
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Vaneck Etf Trust Green Bond Etf (GRNB) 0.2 $305k +6% 13k 23.83
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $293k NEW 2.8k 104.47
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $283k NEW 2.9k 99.23
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Vanguard Index Fds Growth Etf (VUG) 0.2 $272k -7% 875.00 310.88
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Procter & Gamble Company (PG) 0.2 $269k 1.8k 146.54
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $257k -7% 7.5k 34.01
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Spdr Gold Tr Gold Shs (GLD) 0.1 $227k 1.2k 191.17
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CSX Corporation (CSX) 0.1 $226k 6.5k 34.67
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $206k NEW 5.3k 39.10
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Bwx Technologies (BWXT) 0.1 $201k NEW 2.6k 76.73
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Past Filings by Moneywise

SEC 13F filings are viewable for Moneywise going back to 2016

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