$134 Million is the total value of MONEYWISE, INC.'s 39 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $15,834,000 | -0.5% | 297,242 | -6.4% | 11.85% | -5.8% |
| XMLV | Sell | POWERSHARES ETF TR IIs&p400 lovl pt | $8,182,000 | -0.6% | 180,301 | -3.9% | 6.12% | -5.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $5,734,000 | +2.8% | 30,212 | -3.1% | 4.29% | -2.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,489,000 | +6.0% | 16,697 | -0.3% | 3.36% | +0.3% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $1,279,000 | -18.2% | 26,297 | -17.1% | 0.96% | -22.5% |
| LVHD | Sell | LEGG MASON ETF INVESTMENT TRlow divi etf | $637,000 | -8.9% | 20,198 | -12.5% | 0.48% | -13.6% |
| IWX | Sell | ISHARESrus tp200 vl etf | $326,000 | +4.2% | 6,220 | -0.6% | 0.24% | -1.2% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $305,000 | +3.7% | 4,312 | -3.2% | 0.23% | -1.7% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $216,000 | 0.0% | 1,405 | -3.6% | 0.16% | -5.3% |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,592 | -100.0% | -0.17% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -2,610 | -100.0% | -0.17% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,029 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large-Cap ETF | 29 | Q3 2023 | 23.8% |
| Schwab US Mid-Cap ETF | 29 | Q3 2023 | 14.8% |
| Schwab US Small-Cap ETF | 29 | Q3 2023 | 14.0% |
| SCHWAB STRATEGIC TR | 29 | Q3 2023 | 10.0% |
| ISHARES TR | 29 | Q3 2023 | 4.4% |
| ISHARES TR | 29 | Q3 2023 | 5.2% |
| ISHARES TR | 29 | Q3 2023 | 4.6% |
| SPDR SER TR | 29 | Q3 2023 | 3.7% |
| Vanguard Total International Bond ETF | 29 | Q3 2023 | 3.4% |
| SCHWAB STRATEGIC TR | 29 | Q3 2023 | 0.9% |
View MONEYWISE, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-12 |
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.