Moneywise

Moneywise as of Dec. 31, 2017

Portfolio Holdings for Moneywise

Moneywise holds 39 positions in its portfolio as reported in the December 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 $19M 302k 63.78
Sch Us Mid-cap Etf etf (SCHM) 11.8 $16M 297k 53.27
Schwab U S Small Cap ETF (SCHA) 9.5 $13M 182k 69.74
Schwab International Equity ETF (SCHF) 8.5 $11M 334k 34.07
Schwab Strategic Tr us reit etf (SCHH) 6.2 $8.2M 197k 41.62
Powershares Exchange 6.1 $8.2M 180k 45.38
Powershares Etf Tr Ii s^p500 low vol 5.1 $6.8M 142k 47.74
Powershares Etf Tr Ii s&p600 lovl pt 5.0 $6.7M 144k 46.25
Ishares Tr eafe min volat (EFAV) 4.8 $6.5M 89k 72.98
iShares S&P MidCap 400 Index (IJH) 4.3 $5.7M 30k 189.79
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.6 $4.8M 43k 110.73
iShares S&P 500 Index (IVV) 3.4 $4.5M 17k 268.85
iShares S&P SmallCap 600 Index (IJR) 3.0 $4.0M 52k 76.80
Nuveen Barclays Shrt Term Muni bdfund (SHM) 2.8 $3.7M 78k 47.91
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.5 $3.3M 61k 54.37
Ishares Core Intl Stock Etf core (IXUS) 1.8 $2.4M 38k 63.08
Doubleline Total Etf etf (TOTL) 1.0 $1.3M 26k 48.64
Vanguard Long-Term Bond ETF (BLV) 0.9 $1.2M 12k 95.04
Schwab Strategic Tr us aggregate b (SCHZ) 0.6 $821k 16k 52.01
Powershares S&p 500 0.6 $768k 18k 42.41
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.5 $637k 20k 31.54
Greif (GEF) 0.4 $591k 9.8k 60.62
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $424k 9.0k 47.11
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $412k 2.6k 160.00
PowerShares Emerging Markets Sovere 0.3 $405k 14k 29.54
Ishares Tr rus200 val idx (IWX) 0.2 $326k 6.2k 52.41
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $305k 4.3k 70.73
Ishares Tr core strm usbd (ISTB) 0.2 $313k 6.3k 49.84
IQ Hedge Multi-Strategy Tracker (QAI) 0.2 $278k 9.1k 30.48
BB&T Corporation 0.2 $235k 4.7k 49.80
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $243k 8.7k 27.89
iShares S&P 500 Growth Index (IVW) 0.2 $233k 1.5k 152.69
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $231k 3.6k 64.38
SPDR Dow Jones Global Real Estate (RWO) 0.2 $225k 4.6k 48.83
Schwab Strategic Tr cmn (SCHV) 0.2 $228k 4.2k 54.56
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $216k 1.4k 153.74
Vanguard REIT ETF (VNQ) 0.1 $207k 2.5k 82.87
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $205k 4.1k 50.02
Delphax Technologies 0.0 $0 13k 0.00