Moneywise

Moneywise as of June 30, 2017

Portfolio Holdings for Moneywise

Moneywise holds 39 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 14.3 $17M 291k 57.77
Sch Us Mid-cap Etf etf (SCHM) 12.8 $15M 311k 48.16
Schwab U S Small Cap ETF (SCHA) 9.3 $11M 172k 63.91
Schwab International Equity ETF (SCHF) 7.8 $9.2M 288k 31.78
Powershares Exchange 6.5 $7.6M 176k 43.27
Schwab Strategic Tr us reit etf (SCHH) 6.4 $7.5M 182k 41.21
Ishares Tr eafe min volat (EFAV) 5.1 $6.0M 86k 69.24
Powershares Etf Tr Ii s&p600 lovl pt 4.9 $5.8M 133k 43.62
Powershares Etf Tr Ii s^p500 low vol 4.7 $5.5M 122k 44.73
iShares S&P MidCap 400 Index (IJH) 4.5 $5.3M 31k 173.96
iShares S&P 500 Index (IVV) 3.6 $4.2M 17k 243.43
iShares S&P SmallCap 600 Index (IJR) 3.0 $3.5M 51k 70.12
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.0 $3.5M 32k 110.13
Nuveen Barclays Shrt Term Muni bdfund (SHM) 2.8 $3.2M 67k 48.50
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.3 $2.7M 49k 54.35
Ishares Core Intl Stock Etf core (IXUS) 1.8 $2.1M 37k 57.35
Doubleline Total Etf etf (TOTL) 1.1 $1.3M 26k 49.19
Powershares S&p 500 0.6 $724k 18k 40.21
Schwab Strategic Tr us aggregate b (SCHZ) 0.6 $707k 14k 52.29
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.6 $704k 24k 29.98
Greif (GEF) 0.5 $544k 9.8k 55.79
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $361k 7.5k 47.88
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $353k 2.4k 148.69
PowerShares Emerging Markets Sovere 0.3 $339k 12k 29.25
Schwab U S Large Cap Growth ETF (SCHG) 0.3 $336k 5.3k 63.15
Ishares Tr core strm usbd (ISTB) 0.3 $344k 6.8k 50.28
Schwab Intl Small Cap Equity ETF (SCHC) 0.3 $318k 9.4k 33.68
Ishares Tr rus200 val idx (IWX) 0.3 $316k 6.5k 48.90
iShares Lehman Aggregate Bond (AGG) 0.2 $266k 2.4k 109.51
Vanguard Long-Term Bond ETF (BLV) 0.2 $266k 2.9k 93.20
Schwab Strategic Tr cmn (SCHV) 0.2 $270k 5.4k 50.11
iShares Barclays TIPS Bond Fund (TIP) 0.2 $225k 2.0k 113.69
IQ Hedge Multi-Strategy Tracker (QAI) 0.2 $219k 7.5k 29.38
iShares S&P 500 Growth Index (IVW) 0.2 $208k 1.5k 137.11
Vanguard Total Bond Market ETF (BND) 0.2 $212k 2.6k 81.70
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $206k 8.3k 24.84
Vanguard Growth ETF (VUG) 0.2 $204k 1.6k 126.94
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $204k 1.5k 140.01
Delphax Technologies 0.0 $0 13k 0.00