Moneywise

Moneywise as of Dec. 31, 2016

Portfolio Holdings for Moneywise

Moneywise holds 32 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 14.4 $15M 273k 53.26
Sch Us Mid-cap Etf etf (SCHM) 13.4 $14M 299k 45.15
Schwab U S Small Cap ETF (SCHA) 9.9 $10M 162k 61.48
Schwab International Equity ETF (SCHF) 7.4 $7.5M 271k 27.68
Powershares Exchange 6.6 $6.7M 164k 40.61
Schwab Strategic Tr us reit etf (SCHH) 6.6 $6.6M 161k 41.04
Powershares Etf Tr Ii s&p600 lovl pt 5.4 $5.5M 126k 43.42
iShares S&P MidCap 400 Index (IJH) 5.2 $5.3M 32k 165.34
Ishares Tr eafe min volat (EFAV) 5.0 $5.1M 83k 61.22
Powershares Etf Tr Ii s^p500 low vol 4.8 $4.9M 117k 41.58
iShares S&P 500 Index (IVV) 3.9 $4.0M 18k 225.01
iShares S&P SmallCap 600 Index (IJR) 3.6 $3.7M 27k 137.53
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.4 $2.4M 44k 54.28
Ishares Core Intl Stock Etf core (IXUS) 1.9 $1.9M 37k 50.48
Nuveen Barclays Shrt Term Muni bdfund (SHM) 1.6 $1.6M 34k 47.93
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.1 $1.1M 10k 108.19
Doubleline Total Etf etf (TOTL) 1.0 $1.0M 21k 48.37
Schwab Strategic Tr us aggregate b (SCHZ) 0.8 $848k 17k 51.50
Powershares S&p 500 0.8 $764k 20k 39.18
Greif (GEF) 0.5 $500k 9.8k 51.28
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.5 $483k 17k 28.54
iShares S&P MidCap 400 Value Index (IJJ) 0.4 $363k 2.5k 145.26
Schwab U S Large Cap Growth ETF (SCHG) 0.3 $323k 5.8k 55.86
Ishares Tr rus200 val idx (IWX) 0.3 $302k 6.4k 47.00
Ishares Tr core strm usbd (ISTB) 0.3 $293k 5.9k 50.03
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $297k 6.3k 47.31
PowerShares Emerging Markets Sovere 0.3 $283k 10k 28.29
Schwab Strategic Tr cmn (SCHV) 0.3 $281k 5.8k 48.09
iShares Lehman Aggregate Bond (AGG) 0.3 $259k 2.4k 108.14
Schwab Intl Small Cap Equity ETF (SCHC) 0.3 $266k 9.1k 29.14
iShares Barclays TIPS Bond Fund (TIP) 0.2 $234k 2.1k 113.26
Vanguard Long-Term Bond ETF (BLV) 0.2 $210k 2.4k 88.91