Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Schwab US Large-Cap ETF | 32 | Q2 2024 | 23.8% |
Schwab US Mid-Cap ETF | 32 | Q2 2024 | 14.8% |
Schwab US Small-Cap ETF | 32 | Q2 2024 | 14.0% |
SCHWAB STRATEGIC TR | 32 | Q2 2024 | 10.0% |
ISHARES TR | 32 | Q2 2024 | 4.4% |
ISHARES TR | 32 | Q2 2024 | 5.2% |
SPDR SER TR | 32 | Q2 2024 | 3.7% |
ISHARES TR | 32 | Q2 2024 | 4.6% |
Vanguard Total International Bond ETF | 32 | Q2 2024 | 3.4% |
SCHWAB STRATEGIC TR | 32 | Q2 2024 | 0.9% |
View MONEYWISE, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-18 |
N-PX | 2024-07-18 |
13F-HR | 2024-04-22 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-03 |
13F-HR | 2022-08-02 |
View MONEYWISE, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.