Moneywise

Moneywise as of March 31, 2023

Portfolio Holdings for Moneywise

Moneywise holds 49 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 20.2 $31M 647k 48.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 12.5 $19M 285k 67.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 11.4 $18M 419k 41.93
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.8 $14M 290k 46.95
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 5.2 $8.1M 118k 68.98
Pacer Fds Tr Pacer Us Small (CALF) 5.2 $8.1M 213k 38.06
Columbia Etf Tr I Multi Sec Muni (MUST) 4.0 $6.2M 300k 20.62
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 3.1 $4.8M 110k 43.26
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.8 $4.4M 60k 72.94
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.2 $3.4M 72k 47.55
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 2.2 $3.4M 59k 57.85
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $3.4M 16k 210.91
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.0 $3.1M 46k 67.07
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.4 $2.1M 42k 50.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $2.1M 60k 34.80
United Parcel Service CL B (UPS) 1.2 $1.9M 9.7k 193.99
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.1 $1.8M 28k 62.40
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 1.0 $1.6M 29k 56.21
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.6M 6.4k 250.18
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.5M 3.7k 411.03
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.4M 7.6k 189.57
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $1.3M 27k 48.92
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $1.2M 25k 47.87
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.7 $1.1M 21k 52.40
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $824k 22k 37.77
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $822k 8.5k 96.70
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $790k 18k 45.06
American Centy Etf Tr Stoxx Us Qlty (QGRO) 0.5 $762k 12k 64.22
Greif Cl A (GEF) 0.4 $618k 9.8k 63.37
Nushares Etf Tr Nuveen Shrt Term (NURE) 0.3 $512k 17k 29.72
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $481k 17k 28.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $453k 9.7k 46.91
Exxon Mobil Corporation (XOM) 0.3 $435k 4.0k 109.66
Apple (AAPL) 0.3 $411k 2.5k 164.88
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $388k 4.7k 83.03
Ishares Tr Cmbs Etf (CMBS) 0.2 $376k 8.1k 46.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $362k 5.7k 63.90
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) 0.2 $339k 12k 28.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $300k 4.6k 65.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $276k 2.7k 102.77
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.2 $271k 6.4k 42.35
Procter & Gamble Company (PG) 0.2 $271k 1.8k 148.68
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $269k 5.5k 48.79
Vaneck Etf Trust Green Bond Etf (GRNB) 0.2 $263k 11k 23.51
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $253k 7.9k 32.12
Vanguard Index Fds Growth Etf (VUG) 0.2 $235k 941.00 249.35
Nextera Energy (NEE) 0.1 $219k 2.8k 77.08
Spdr Gold Tr Gold Shs (GLD) 0.1 $217k 1.2k 183.22
Ishares Tr Core Msci Total (IXUS) 0.1 $204k 3.3k 61.96