Moneywise

Moneywise as of June 30, 2022

Portfolio Holdings for Moneywise

Moneywise holds 49 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 22.7 $29M 651k 44.66
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 13.2 $17M 271k 62.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.7 $16M 420k 38.99
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 4.3 $5.5M 109k 50.61
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 4.0 $5.2M 74k 70.16
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 3.4 $4.3M 67k 64.56
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.1 $4.0M 57k 69.92
Ishares Tr Core S&p500 Etf (IVV) 2.8 $3.6M 9.4k 379.20
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $3.4M 15k 226.21
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.6 $3.3M 70k 47.26
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 2.5 $3.2M 60k 54.15
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $3.2M 16k 196.99
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $2.8M 30k 92.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.9 $2.4M 49k 49.55
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.4 $1.8M 29k 62.00
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.4 $1.8M 41k 43.08
United Parcel Service CL B (UPS) 1.4 $1.8M 9.7k 182.54
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $1.8M 56k 31.44
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.3 $1.7M 36k 48.31
Pacer Fds Tr Pacer Us Small (CALF) 1.2 $1.5M 44k 33.69
Ishares Tr National Mun Etf (MUB) 1.1 $1.4M 13k 106.37
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.2M 6.7k 176.18
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.9 $1.1M 22k 51.38
Ishares Tr Cohen Steer Reit (ICF) 0.7 $957k 16k 60.75
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.7 $886k 19k 46.37
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $849k 24k 35.99
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.6 $804k 15k 53.50
Greif Cl A (GEF) 0.5 $608k 9.8k 62.36
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $580k 12k 49.22
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $555k 9.4k 59.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $469k 9.8k 47.83
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) 0.3 $414k 15k 27.79
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $384k 4.2k 91.19
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $354k 8.4k 42.14
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $339k 5.6k 60.27
Ishares Tr Cmbs Etf (CMBS) 0.3 $333k 6.9k 48.11
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $327k 13k 25.23
Apple (AAPL) 0.3 $323k 2.4k 136.81
Exxon Mobil Corporation (XOM) 0.2 $306k 3.6k 85.71
Nextera Energy (NEE) 0.2 $301k 3.9k 77.58
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $284k 3.0k 94.51
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $267k 4.6k 57.94
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.2 $260k 5.8k 44.54
Vaneck Etf Trust Green Bond Etf (GRNB) 0.2 $242k 10k 23.54
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $221k 7.7k 28.87
Ishares Tr Eafe Value Etf (EFV) 0.2 $216k 5.0k 43.45
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $212k 6.5k 32.85
Vanguard Index Fds Growth Etf (VUG) 0.2 $208k 935.00 222.46
Ishares Tr Core Msci Total (IXUS) 0.2 $202k 3.5k 57.03