Moneywise

Moneywise as of March 31, 2020

Portfolio Holdings for Moneywise

Moneywise holds 40 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 15.0 $17M 278k 61.25
Schwab U S Small Cap ETF (SCHA) 9.0 $10M 198k 51.52
Sch Us Mid-cap Etf etf (SCHM) 8.6 $9.8M 233k 42.16
Invesco S&p 500 Low Volatility Etf (SPLV) 6.3 $7.2M 153k 46.92
Ishares Tr eafe min volat (EFAV) 6.2 $7.1M 114k 62.05
Schwab International Equity ETF (SCHF) 5.3 $6.1M 235k 25.84
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 4.6 $5.2M 131k 39.82
Invesco S&p Smallcap Low Volatility Etf (XSLV) 3.8 $4.3M 129k 33.14
Schwab Strategic Tr us reit etf (SCHH) 3.6 $4.1M 125k 32.74
iShares S&P 500 Index (IVV) 3.5 $4.0M 16k 258.43
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.4 $3.8M 68k 56.27
Nuveen Barclays Shrt Term Muni bdfund (SHM) 3.3 $3.7M 77k 48.90
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 3.3 $3.7M 69k 54.07
iShares S&P SmallCap 600 Index (IJR) 3.0 $3.4M 62k 56.12
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.0 $3.4M 30k 113.02
iShares S&P MidCap 400 Index (IJH) 2.8 $3.2M 22k 143.86
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 1.9 $2.1M 41k 50.99
Doubleline Total Etf etf (TOTL) 1.7 $2.0M 41k 47.96
First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) 1.5 $1.7M 32k 52.72
iShares Cohen & Steers Realty Maj. (ICF) 1.4 $1.6M 18k 91.59
Ishares Core Intl Stock Etf core (IXUS) 1.4 $1.5M 33k 47.01
First Tr Exch Traded Fd Iii Horizon Mngd Etf Added etp (HDMV) 0.8 $917k 36k 25.85
Schwab Strategic Tr sht tm us tres (SCHO) 0.7 $801k 16k 51.74
First Trust DB Strateg Val Idx Fnd (FTCS) 0.7 $759k 15k 49.73
Rfdi etf (RFDI) 0.7 $739k 16k 45.49
Vanguard Mid-Cap ETF (VO) 0.6 $641k 4.9k 131.57
Ishares Tr core strm usbd (ISTB) 0.5 $588k 12k 50.50
Spdr Ser Tr spdr russel 2000 (SPSM) 0.5 $547k 25k 21.86
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $399k 9.8k 40.87
Invesco Emerging Markets S etf (PCY) 0.3 $377k 16k 23.92
iShares Lehman Aggregate Bond (AGG) 0.3 $340k 2.9k 115.37
First Tr Exch Trd Alphadex sml cp grw a (FYC) 0.3 $335k 10k 32.60
Greif (GEF) 0.3 $303k 9.8k 31.08
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $295k 5.4k 54.26
Apple (AAPL) 0.2 $276k 1.1k 254.61
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.2 $259k 2.4k 106.50
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $251k 3.2k 79.63
iShares S&P 500 Growth Index (IVW) 0.2 $232k 1.4k 164.89
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $227k 2.1k 109.71
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $207k 10k 20.64