Moneywise

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

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Positions held by Moneywise consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Moneywise

Companies in the Moneywise portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 23.4 $36M -8% 320k 113.82
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 13.2 $21M -6% 201k 102.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 12.7 $20M -8% 246k 80.43
Ishares Tr Core S&p500 Etf (IVV) 3.5 $5.4M -15% 11k 477.01
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 3.4 $5.3M +10% 92k 56.98
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.3 $5.2M -9% 62k 84.55
Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $4.7M -14% 17k 283.08
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 3.0 $4.7M -10% 63k 74.56
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $4.6M -15% 40k 114.51
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 2.7 $4.2M +89% 53k 78.45
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $4.0M -12% 16k 254.76
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.5 $3.9M +4% 79k 49.18
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.4 $3.7M -5% 67k 55.16
Spdr Ser Tr Bloomberg Conv (CWB) 2.4 $3.7M +810% 44k 82.96

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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.5 $2.4M -18% 35k 68.62
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.5 $2.3M -14% 45k 49.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $2.1M +6% 55k 38.87
United Parcel Service CL B (UPS) 1.3 $2.1M 9.7k 214.35
Ishares Tr Cohen Steer Reit (ICF) 1.2 $1.8M -19% 24k 76.08
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 1.2 $1.8M -7% 31k 58.46
Ishares Tr National Mun Etf (MUB) 1.1 $1.8M -11% 15k 116.25
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.5M -12% 6.8k 225.97
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.8 $1.2M -5% 22k 53.21
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $1.1M -2% 25k 44.69
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.6 $1.0M 14k 73.15
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) 0.6 $861k -6% 27k 31.79
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $665k -6% 13k 50.86
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $627k -8% 13k 47.35
Greif Cl A (GEF) 0.4 $589k 9.8k 60.41
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $558k +5% 10k 53.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $503k 4.3k 116.11
Apple (AAPL) 0.3 $477k -24% 2.7k 177.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $469k 5.6k 83.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $425k -10% 2.6k 163.59
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $411k 3.7k 110.78
Ishares Tr Cmbs Etf (CMBS) 0.3 $404k +3% 7.6k 53.04
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.2 $351k -11% 6.7k 52.06
Nextera Energy (NEE) 0.2 $349k -8% 3.7k 93.32
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $302k -5% 6.0k 50.40
Vanguard Index Fds Growth Etf (VUG) 0.2 $299k 933.00 320.47
Ishares Tr Core Msci Total (IXUS) 0.2 $277k -6% 3.9k 70.92
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $273k -9% 3.6k 76.90
Exxon Mobil Corporation (XOM) 0.2 $263k -3% 4.3k 61.26
Thermo Fisher Scientific (TMO) 0.2 $258k -5% 386.00 668.39
Ishares Tr Eafe Value Etf (EFV) 0.2 $250k +2% 5.0k 50.29
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $249k 6.8k 36.43
CSX Corporation (CSX) 0.2 $245k NEW 6.5k 37.59
Spdr Gold Tr Gold Shs (GLD) 0.2 $242k NEW 1.4k 171.27
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $225k 2.0k 110.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $222k NEW 727.00 305.36
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $220k 3.1k 70.20
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $211k NEW 2.5k 85.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $204k NEW 683.00 298.68

Past Filings by Moneywise

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

View all past filings