Moneywise

Moneywise as of Sept. 30, 2016

Portfolio Holdings for Moneywise

Moneywise holds 34 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sch Us Mid-cap Etf etf (SCHM) 14.3 $14M 311k 43.52
Schwab Strategic Tr us lrg cap etf (SCHX) 14.2 $13M 260k 51.62
Schwab U S Small Cap ETF (SCHA) 9.9 $9.4M 163k 57.55
Schwab International Equity ETF (SCHF) 6.7 $6.4M 221k 28.79
Ishares Tr eafe min volat (EFAV) 6.5 $6.2M 92k 67.65
Schwab Strategic Tr us reit etf (SCHH) 6.5 $6.2M 145k 42.65
Powershares Exchange 6.5 $6.1M 158k 38.85
Powershares Etf Tr Ii s&p600 lovl pt 5.3 $5.0M 130k 38.69
iShares S&P MidCap 400 Index (IJH) 5.1 $4.8M 31k 154.70
Powershares Etf Tr Ii s^p500 low vol 4.8 $4.6M 110k 41.49
iShares S&P 500 Index (IVV) 4.0 $3.8M 17k 217.56
iShares S&P SmallCap 600 Index (IJR) 3.6 $3.4M 27k 124.15
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.1 $2.0M 35k 56.04
Ishares Core Intl Stock Etf core (IXUS) 1.8 $1.7M 33k 52.23
Doubleline Total Etf etf (TOTL) 1.5 $1.4M 28k 50.19
Schwab Strategic Tr us aggregate b (SCHZ) 0.9 $849k 16k 53.64
Powershares S&p 500 0.9 $812k 21k 38.91
Greif (GEF) 0.5 $484k 9.8k 49.64
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.5 $481k 17k 27.88
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.4 $355k 7.3k 48.86
iShares S&P MidCap 400 Value Index (IJJ) 0.4 $349k 2.6k 132.95
Ishares Tr rus200 val idx (IWX) 0.3 $286k 6.5k 44.23
Schwab U S Large Cap Growth ETF (SCHG) 0.3 $284k 5.1k 55.54
Ishares Tr core strm usbd (ISTB) 0.3 $283k 5.6k 50.72
Schwab Intl Small Cap Equity ETF (SCHC) 0.3 $275k 8.9k 30.87
iShares Lehman Aggregate Bond (AGG) 0.3 $269k 2.4k 112.46
Vanguard Total Bond Market ETF (BND) 0.3 $269k 3.2k 84.22
Schwab Strategic Tr cmn (SCHV) 0.3 $267k 5.9k 45.58
Ishares Inc ctr wld minvl (ACWV) 0.3 $254k 3.3k 76.30
Vanguard Long-Term Bond ETF (BLV) 0.2 $236k 2.4k 98.70
iShares Barclays TIPS Bond Fund (TIP) 0.2 $230k 2.0k 116.57
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $214k 1.7k 124.93
Ishares Tr 0-5yr hi yl cp (SHYG) 0.2 $214k 4.5k 47.39
PowerShares Emerging Markets Sovere 0.2 $210k 6.9k 30.61