$123 Million is the total value of MONEYWISE, INC.'s 48 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UPS | UNITED PARCEL SERVICE INCcl b | $1,569,000 | -11.5% | 9,713 | 0.0% | 1.28% | -7.4% | |
GEF | GREIF INCcl a | $581,000 | -4.4% | 9,750 | 0.0% | 0.47% | 0.0% | |
NEE | NEXTERA ENERGY INC | $304,000 | +1.0% | 3,880 | 0.0% | 0.25% | +5.5% | |
NUSC | NUSHARES ETF TRnuveen esg smlcp | $207,000 | -2.4% | 6,453 | 0.0% | 0.17% | +2.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
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.