$152 Million is the total value of MONEYWISE, INC.'s 51 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SERVICE INCcl b | $2,083,000 | +0.0% | 9,713 | 0.0% | 1.37% | +2.5% | |
| GEF | GREIF INCcl a | $634,000 | +7.6% | 9,750 | 0.0% | 0.42% | +10.6% | |
| GLD | SPDR GOLD TR | $255,000 | +5.4% | 1,413 | 0.0% | 0.17% | +8.4% | |
| EFV | ISHARES TReafe value etf | $250,000 | 0.0% | 4,971 | 0.0% | 0.16% | +2.5% | |
| CSX | CSX CORP | $244,000 | -0.4% | 6,518 | 0.0% | 0.16% | +2.5% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $241,000 | +18.1% | 683 | 0.0% | 0.16% | +21.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $202,000 | -9.0% | 727 | 0.0% | 0.13% | -7.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-20
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.