$156 Million is the total value of MONEYWISE, INC.'s 53 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSX | New | CSX CORP | $245,000 | – | 6,518 | +100.0% | 0.16% | – |
| GLD | New | SPDR GOLD TR | $242,000 | – | 1,413 | +100.0% | 0.16% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $222,000 | – | 727 | +100.0% | 0.14% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $211,000 | – | 2,477 | +100.0% | 0.14% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $204,000 | – | 683 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-12
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.