Moneywise

Moneywise as of Dec. 31, 2019

Portfolio Holdings for Moneywise

Moneywise holds 40 positions in its portfolio as reported in the December 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) 14.9 $20M 280k 70.93
Schwab U S Small Cap ETF (SCHA) 10.1 $13M 192k 69.73
Sch Us Mid-cap Etf etf (SCHM) 9.6 $13M 225k 56.54
Schwab International Equity ETF (SCHF) 6.7 $8.9M 278k 31.86
Invesco S&p 500 Low Volatility Etf (SPLV) 6.4 $8.5M 147k 57.90
Ishares Tr eafe min volat (EFAV) 6.2 $8.2M 112k 73.28
Schwab Strategic Tr us reit etf (SCHH) 5.7 $7.5M 160k 47.17
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 5.1 $6.8M 129k 52.61
Invesco S&p Smallcap Low Volatility Etf (XSLV) 5.0 $6.6M 134k 48.89
iShares S&P 500 Index (IVV) 3.3 $4.4M 15k 298.50
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.0 $4.0M 35k 114.10
iShares S&P SmallCap 600 Index (IJR) 3.0 $3.9M 51k 77.83
Nuveen Barclays Shrt Term Muni bdfund (SHM) 3.0 $3.9M 80k 48.99
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.9 $3.8M 65k 58.83
iShares S&P MidCap 400 Index (IJH) 2.8 $3.8M 19k 193.22
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 2.4 $3.2M 58k 55.56
Doubleline Total Etf etf (TOTL) 1.6 $2.2M 44k 49.22
Ishares Core Intl Stock Etf core (IXUS) 1.5 $2.0M 35k 57.75
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 1.5 $2.0M 39k 51.98
iShares Cohen & Steers Realty Maj. (ICF) 0.8 $1.1M 9.4k 120.04
Schwab Strategic Tr sht tm us tres (SCHO) 0.5 $688k 14k 50.61
Ishares Tr core strm usbd (ISTB) 0.5 $610k 12k 50.53
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $414k 8.9k 46.48
Invesco Emerging Markets S etf (PCY) 0.3 $405k 14k 29.18
Greif (GEF) 0.3 $369k 9.8k 37.85
iShares Lehman Aggregate Bond (AGG) 0.3 $359k 3.2k 113.25
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $328k 2.1k 159.69
Schwab Strategic Tr us aggregate b (SCHZ) 0.2 $332k 6.2k 53.77
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $282k 3.4k 83.90
Vanguard REIT ETF (VNQ) 0.2 $272k 2.9k 93.18
SPDR Dow Jones Global Real Estate (RWO) 0.2 $269k 5.2k 51.76
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $262k 10k 25.12
iShares S&P 500 Growth Index (IVW) 0.2 $253k 1.4k 180.33
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.2 $248k 7.4k 33.55
Apple (AAPL) 0.2 $243k 1.1k 224.17
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $233k 4.1k 57.30
Schwab Strategic Tr cmn (SCHV) 0.1 $176k 3.1k 56.74
Invesco S&p 500 High Div, Low V equities (SPHD) 0.1 $178k 4.2k 42.68
Boeing Company (BA) 0.0 $48k 125.00 384.00
First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) 0.0 $0 18k 0.00