Moneywise

Moneywise as of March 31, 2018

Portfolio Holdings for Moneywise

Moneywise holds 39 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 13.6 $16M 259k 63.08
Schwab International Equity ETF (SCHF) 9.6 $12M 341k 33.71
Sch Us Mid-cap Etf etf (SCHM) 9.3 $11M 212k 52.88
Schwab U S Small Cap ETF (SCHA) 9.2 $11M 161k 69.13
Schwab Strategic Tr us reit etf (SCHH) 5.8 $7.0M 183k 38.25
Ishares Tr eafe min volat (EFAV) 5.5 $6.7M 91k 73.69
Powershares Exchange 5.3 $6.4M 143k 44.79
Powershares Etf Tr Ii s^p500 low vol 5.1 $6.2M 132k 46.97
Powershares Etf Tr Ii s&p600 lovl pt 4.9 $5.9M 130k 45.01
iShares S&P Natl AMTFr Mncpl Bd (MUB) 4.3 $5.2M 48k 108.94
iShares S&P 500 Index (IVV) 3.3 $4.0M 15k 265.37
Nuveen Barclays Shrt Term Muni bdfund (SHM) 3.1 $3.8M 79k 47.82
iShares S&P MidCap 400 Index (IJH) 3.1 $3.7M 20k 187.58
Vanguard Long-Term Bond ETF (BLV) 3.0 $3.5M 39k 90.92
iShares S&P SmallCap 600 Index (IJR) 2.8 $3.4M 44k 77.02
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.8 $3.3M 61k 54.74
Ishares Core Intl Stock Etf core (IXUS) 2.1 $2.6M 41k 63.04
Doubleline Total Etf etf (TOTL) 1.2 $1.4M 29k 47.97
Schwab Strategic Tr us aggregate b (SCHZ) 0.6 $777k 15k 51.05
Powershares S&p 500 0.5 $596k 15k 39.44
Greif (GEF) 0.4 $509k 9.8k 52.21
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $425k 9.1k 46.76
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.3 $422k 14k 29.58
PowerShares Emerging Markets Sovere 0.3 $400k 14k 28.17
Ishares Tr core strm usbd (ISTB) 0.3 $403k 8.2k 49.32
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $357k 7.2k 49.78
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $339k 2.2k 154.51
IQ Hedge Multi-Strategy Tracker (QAI) 0.3 $327k 11k 30.49
iShares Lehman Aggregate Bond (AGG) 0.2 $287k 2.7k 107.17
Ishares Tr rus200 val idx (IWX) 0.2 $288k 5.7k 50.49
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $273k 3.8k 71.75
PowerShares Insured Nati Muni Bond 0.2 $263k 11k 25.17
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $254k 8.8k 28.73
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $239k 3.7k 65.07
SPDR Dow Jones Global Real Estate (RWO) 0.2 $232k 5.0k 46.30
BB&T Corporation 0.2 $215k 4.1k 52.07
iShares S&P 500 Growth Index (IVW) 0.2 $222k 1.4k 155.35
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $212k 1.4k 150.78
Schwab Strategic Tr cmn (SCHV) 0.1 $174k 3.3k 52.86