Moneywise

Moneywise as of June 30, 2019

Portfolio Holdings for Moneywise

Moneywise holds 42 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 15.4 $20M 288k 70.19
Schwab U S Small Cap ETF (SCHA) 10.3 $14M 188k 71.48
Sch Us Mid-cap Etf etf (SCHM) 9.8 $13M 226k 57.09
Schwab International Equity ETF (SCHF) 7.6 $10M 312k 32.09
Invesco S&p 500 Low Volatility Etf (SPLV) 6.0 $7.9M 143k 55.02
Schwab Strategic Tr us reit etf (SCHH) 5.7 $7.5M 168k 44.44
Ishares Tr eafe min volat (EFAV) 5.1 $6.7M 92k 72.65
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 4.8 $6.3M 124k 51.27
Invesco S&p Smallcap Low Volatility Etf (XSLV) 4.6 $6.0M 125k 47.98
iShares S&P 500 Index (IVV) 3.4 $4.5M 15k 294.77
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.4 $4.5M 40k 113.09
Nuveen Barclays Shrt Term Muni bdfund (SHM) 3.2 $4.1M 85k 48.93
iShares S&P MidCap 400 Index (IJH) 2.9 $3.8M 20k 194.26
iShares S&P SmallCap 600 Index (IJR) 2.7 $3.6M 46k 78.29
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.7 $3.6M 62k 57.30
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 2.0 $2.6M 48k 54.76
Ishares Core Intl Stock Etf core (IXUS) 1.7 $2.2M 37k 58.64
Doubleline Total Etf etf (TOTL) 1.6 $2.1M 42k 49.08
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 1.3 $1.7M 34k 51.68
Schwab Strategic Tr sht tm us tres (SCHO) 0.5 $682k 14k 50.61
Ishares Tr core strm usbd (ISTB) 0.5 $588k 12k 50.42
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $454k 4.0k 112.60
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $447k 9.6k 46.74
Invesco Emerging Markets S etf (PCY) 0.3 $429k 15k 29.01
iShares Lehman Aggregate Bond (AGG) 0.3 $361k 3.2k 111.45
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $342k 6.5k 52.96
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $326k 2.0k 159.65
Greif (GEF) 0.2 $317k 9.8k 32.51
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $313k 3.8k 83.20
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $299k 11k 26.28
Vanguard REIT ETF (VNQ) 0.2 $272k 3.1k 87.35
iShares S&P 500 Growth Index (IVW) 0.2 $265k 1.5k 179.42
Vanguard Total Stock Market ETF (VTI) 0.2 $260k 1.7k 150.03
SPDR Dow Jones Global Real Estate (RWO) 0.2 $263k 5.3k 49.94
Vanguard Europe Pacific ETF (VEA) 0.2 $247k 5.9k 41.74
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $243k 4.2k 57.47
Ishares Tr rus200 val idx (IWX) 0.2 $236k 4.4k 54.15
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.2 $240k 7.5k 32.10
Apple (AAPL) 0.2 $214k 1.1k 197.96
Invesco S&p 500 High Div, Low V equities (SPHD) 0.2 $204k 4.8k 42.17
BB&T Corporation 0.1 $203k 4.1k 49.16
Schwab Strategic Tr cmn (SCHV) 0.1 $173k 3.1k 55.99