MONEYWISE, INC. holdings history

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98 is the total number of securities MONEYWISE, INC. has owned. The longest MONEYWISE, INC. has owned a single stock is 29 quarters.

MONEYWISE, INC. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHX Schwab US Large-Cap ETF292913.56%17.67%23.82%Q3 2016Q3 202329
SCHM Schwab US Mid-Cap ETF29298.64%11.66%14.77%Q3 2016Q3 202329
SCHA Schwab US Small-Cap ETF29299.00%11.02%14.04%Q3 2016Q3 202329
SCHF SCHWAB STRATEGIC TR29291.23%4.84%9.97%Q3 2016Q3 202329
IVV ISHARES TR29290.91%3.19%4.35%Q3 2016Q3 202329
IJH ISHARES TR29290.93%3.17%5.21%Q3 2016Q3 202329
IJR ISHARES TR29290.48%2.78%4.65%Q3 2016Q3 202329
SHM SPDR SER TR29290.38%2.66%3.74%Q3 2016Q3 202329
BNDX Vanguard Total Interna...29290.73%2.40%3.38%Q3 2016Q3 202329
SCHZ SCHWAB STRATEGIC TR29290.25%0.46%0.90%Q3 2016Q3 202329
GEF Greif Inc Cl A29290.24%0.40%0.51%Q3 2016Q3 202329
IJJ ISHARES TR29290.17%0.26%0.37%Q3 2016Q3 202329
SCHG Schw Us Lcap Gro Etf29290.19%0.24%0.32%Q3 2016Q3 202329
IVW ISHARES TR27270.17%0.23%0.30%Q1 2017Q3 202327
IXUS ISHARES TR2410.13%1.25%2.14%Q3 2016Q1 202325
TOTL Ssga Active Etf Tr Spd...25250.24%1.08%1.85%Q3 2016Q3 202225
MUB ISHARES TR24240.43%2.66%4.43%Q4 2016Q3 202224
SCHO SCHWAB STRATEGIC TR24240.14%0.42%0.70%Q4 2017Q3 202324
EFAV ISHARES TR23230.16%3.84%6.55%Q3 2016Q1 202223
ISTB ISHARES TR23230.18%0.38%0.63%Q3 2016Q1 202223
SPLV Invesco S&P 500 Low1650.68%3.25%6.40%Q2 2018Q3 202321
FMB FTP Managed Municipal ETF1831.01%2.61%4.65%Q2 2018Q3 202321
LMBS FTP Low Duration Oppor...1830.39%1.31%1.85%Q2 2018Q3 202321
VNQ Vanguard Index Fds Va...1410.16%0.25%0.32%Q4 2017Q3 202321
XSLV Invesco S&P Smallcap20200.18%2.21%5.30%Q2 2018Q1 202320
XMLV Invesco S&P Midcap19190.63%2.26%5.37%Q1 2019Q3 202319
AAPL APPLE INC18180.16%0.28%0.40%Q2 2019Q3 202318
SCHH SCHWAB STRATEGIC TR17170.76%5.43%6.56%Q3 2016Q3 202017
AGG ISHARES TR1340.17%0.26%0.33%Q3 2016Q1 202117
FIXD FIRST TR EXCHNG TRADED...16160.00%0.77%1.48%Q4 2019Q3 202316
IWX ISHARES TR1240.13%0.23%0.30%Q3 2016Q1 202216
VUG VANGUARD INDEX FDS1420.15%0.17%0.19%Q2 2017Q3 202316
FTCS FIRST TR NASDAQ-100 TE...15150.67%2.74%3.38%Q1 2020Q3 202315
FYC FIRST TR EXCH TRD ALPH...15150.30%2.60%3.83%Q1 2020Q3 202315
VO VANGUARD INDEX FDS15150.56%2.32%2.87%Q1 2020Q3 202315
RFDI FIRST TR EXCH TRADED F...15150.60%0.81%1.16%Q1 2020Q3 202315
SPSM SPDR SER TR15150.40%0.64%0.82%Q1 2020Q3 202315
HDMV FIRST TR EXCH TRADED F...15150.20%0.52%0.96%Q1 2020Q3 202315
SHYG ISHARES TR15150.23%0.33%0.40%Q3 2016Q1 202015
ICF ISHARES TR14140.35%1.11%2.06%Q2 2019Q3 202214
VB VANGUARD INDEX FDS14140.75%0.98%1.14%Q2 2020Q3 202314
LVHD Legg Mason Low Vltlty14140.18%0.37%0.60%Q3 2016Q4 201914
CMBS ISHARES TR14140.22%0.25%0.29%Q2 2020Q3 202314
SPDW SPDR INDEX SHS FDS940.15%0.16%0.18%Q2 2020Q3 202313
UPS UNITED PARCEL SERVICE INC12120.95%1.22%1.38%Q4 2020Q3 202312
SCHE Schw Emg Mkt Eq Etf12120.18%0.20%0.25%Q2 2017Q1 202012
BNDW VANGUARD SCOTTSDALE FDS11110.48%3.56%5.52%Q1 2021Q3 202311
SCHV Schw Us Lcap Val Etf740.13%0.19%0.28%Q3 2016Q4 201911
BLV VANGUARD BD INDEX FD INC910.21%1.03%2.97%Q3 2016Q1 201910
XOM EXXON MOBIL CORP10100.17%0.23%0.28%Q2 2021Q3 202310
RWO SPDR INDEX SHS FDS10100.17%0.20%0.23%Q3 2017Q4 201910
NEE NEXTERA ENERGY INC10100.13%0.20%0.25%Q1 2021Q2 202310
SCZ ISHARES TR10100.17%0.19%0.22%Q3 2017Q4 201910
CWB SPDR SER TR990.27%2.17%3.75%Q3 2021Q3 20239
QAI INDEXIQ ETF TR880.19%0.29%0.44%Q2 2017Q1 20198
IJS ISHARES TR610.16%0.18%0.23%Q3 2016Q1 20198
CSX CSX CORP310.13%0.15%0.16%Q4 2020Q3 20238
XMLV POWERSHARES ETF TR II775.33%6.29%6.60%Q3 2016Q1 20187
XSLV POWERSHARES ETF TR II774.86%5.10%5.44%Q3 2016Q1 20187
SPLV POWERSHARES ETF TR II774.66%4.89%5.13%Q3 2016Q1 20187
SPHD POWERSHARES ETF TR II770.50%0.65%0.86%Q3 2016Q1 20187
PCY INVESCO EXCHNG TRADED ...520.29%0.32%0.36%Q2 2018Q1 20207
PCY POWERSHARES ETF TR II770.22%0.29%0.33%Q3 2016Q1 20187
BBT BB&T Corporation430.16%0.17%0.18%Q4 2017Q3 20197
EFV ISHARES TR770.16%0.16%0.17%Q4 2020Q2 20227
GLD SPDR GOLD TR410.13%0.15%0.17%Q4 2020Q3 20237
COWZ PACER FDS TR661.39%6.64%8.82%Q2 2022Q3 20236
CALF PACER FDS TR661.15%4.63%7.51%Q2 2022Q3 20236
FTSM First Trst Enhncd Shrt310.17%0.40%0.64%Q3 2019Q4 20226
SPHD Invesco S&P 500 Hi Div...510.13%0.31%0.51%Q2 2018Q4 20196
NUDM NUSHARES ETF TR660.25%0.28%0.31%Q2 2022Q3 20236
SUB ISHARES TR660.17%0.19%0.23%Q1 2020Q2 20216
GRNB VANECK ETF TRUST660.16%0.17%0.19%Q2 2022Q3 20236
MUST COLUMBIA ETF TR I550.16%3.40%5.08%Q3 2022Q3 20235
NURE NUSHARES ETF TR550.25%0.30%0.33%Q3 2022Q3 20235
TIP ISHARES TR550.18%0.21%0.24%Q3 2016Q3 20175
EFG ISHARES TR550.14%0.15%0.16%Q4 2020Q4 20215
FLQM FRANKLIN TEMPLETON ETF TR442.01%3.58%5.20%Q4 2022Q3 20234
SCHC SCHWAB STRATEGIC TR440.26%0.27%0.29%Q3 2016Q2 20174
DLPX DELPHAX TECHNOLOGIES440.00%0.00%0.00%Q1 2017Q4 20174
QGRO AMERICAN CENTY ETF TR330.49%1.93%3.71%Q1 2023Q3 20233
BND VANGUARD BD INDEX FD INC210.17%0.21%0.28%Q3 2016Q3 20173
PG PROCTER AND GAMBLE CO330.17%0.17%0.18%Q1 2023Q3 20233
TMO THERMO FISHER SCIENTIF...330.15%0.16%0.17%Q2 2021Q4 20213
TFC TRUIST FINL CORP210.14%0.15%0.15%Q1 2021Q1 20223
VEA Vanguard Tax Managedfd...220.19%0.21%0.24%Q2 2019Q3 20192
VTI Vanguard Total Stock Mkt220.20%0.20%0.21%Q2 2019Q3 20192
NUSC NUSHARES ETF TR220.16%0.17%0.17%Q2 2022Q3 20222
BRKB BERKSHIRE HATHAWAY INC...220.13%0.14%0.16%Q4 2021Q1 20222
IWF ISHARES TR220.13%0.14%0.14%Q4 2021Q1 20222
IJK ISHARES TR110.14%0.14%0.14%Q2 2021Q4 20212
INVESTMENT MANAGERS SE...220.13%0.13%0.13%Q2 2023Q3 20232
ACWV ISHARES110.27%0.27%0.27%Q3 2016Q3 20161
PZA POWERSHARES ETF TR II110.22%0.22%0.22%Q1 2018Q1 20181
SPY SPDR S&P 500 ETF TR110.18%0.18%0.18%Q3 2023Q3 20231
ABNB AIRBNB INC110.15%0.15%0.15%Q1 2021Q1 20211
BA BOEING CO110.04%0.04%0.04%Q4 2019Q4 20191
SEEL SEELOS THERAPEUTICS INC110.00%0.00%0.00%Q3 2023Q3 20231
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The securities at the top of the list , including Schwab US Large-Cap ETF, Schwab US Mid-Cap ETF, and Schwab US Small-Cap ETF, are the highest-conviction holdings of MONEYWISE, INC..

The conviction is calculated by counting the number of quarters a security has been reported by MONEYWISE, INC.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that MONEYWISE, INC. owns currently or has owned in the past.