Moneywise

Moneywise as of Dec. 31, 2018

Portfolio Holdings for Moneywise

Moneywise holds 36 positions in its portfolio as reported in the December 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) 15.3 $16M 271k 59.70
Schwab U S Small Cap ETF (SCHA) 9.9 $11M 172k 60.68
Sch Us Mid-cap Etf etf (SCHM) 9.7 $10M 213k 47.93
Schwab International Equity ETF (SCHF) 8.5 $8.9M 315k 28.35
Schwab Strategic Tr us reit etf (SCHH) 6.4 $6.7M 175k 38.51
Invesco S&p 500 Low Volatility Etf (SPLV) 6.2 $6.5M 139k 46.65
Ishares Tr eafe min volat (EFAV) 5.6 $5.9M 89k 66.66
Invesco S&p Smallcap Low Volatility Etf (XSLV) 5.0 $5.2M 122k 42.64
iShares S&P Natl AMTFr Mncpl Bd (MUB) 4.2 $4.4M 41k 109.03
Nuveen Barclays Shrt Term Muni bdfund (SHM) 3.7 $3.9M 82k 48.07
iShares S&P 500 Index (IVV) 3.6 $3.8M 15k 251.63
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.3 $3.5M 65k 54.25
iShares S&P MidCap 400 Index (IJH) 3.0 $3.1M 19k 166.05
iShares S&P SmallCap 600 Index (IJR) 2.8 $3.0M 43k 69.31
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 2.1 $2.2M 42k 52.61
Ishares Core Intl Stock Etf core (IXUS) 1.9 $2.0M 37k 52.52
Doubleline Total Etf etf (TOTL) 1.9 $1.9M 41k 47.36
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 1.3 $1.4M 27k 51.04
Schwab Strategic Tr sht tm us tres (SCHO) 0.6 $662k 13k 49.89
Ishares Tr core strm usbd (ISTB) 0.6 $579k 12k 49.08
IQ Hedge Multi-Strategy Tracker (QAI) 0.4 $462k 16k 28.89
Ishares Tr 0-5yr hi yl cp (SHYG) 0.4 $399k 9.0k 44.55
Schwab Strategic Tr us aggregate b (SCHZ) 0.4 $383k 7.6k 50.64
Invesco Emerging Markets S etf (PCY) 0.4 $377k 14k 26.45
Greif (GEF) 0.3 $362k 9.8k 37.13
iShares Lehman Aggregate Bond (AGG) 0.3 $348k 3.3k 106.39
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $281k 2.0k 138.56
Ishares Tr rus200 val idx (IWX) 0.3 $273k 5.7k 47.82
Invesco S&p 500 High Div, Low V equities (SPHD) 0.3 $270k 7.1k 38.25
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $262k 11k 23.53
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $263k 3.8k 68.87
SPDR Dow Jones Global Real Estate (RWO) 0.2 $243k 5.5k 44.22
iShares S&P 500 Growth Index (IVW) 0.2 $221k 1.5k 150.54
Vanguard REIT ETF (VNQ) 0.2 $222k 3.0k 74.55
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.2 $215k 7.5k 28.69
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $203k 3.9k 51.92