$155 Million is the total value of MONEYWISE, INC.'s 49 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,095,892 | +7.0% | 60,227 | -0.9% | 1.36% | -7.5% |
| RFDI | Sell | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $1,620,065 | +4.0% | 28,822 | -1.6% | 1.05% | -10.0% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $1,309,684 | +3.1% | 26,772 | -0.1% | 0.85% | -10.8% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $824,212 | +1.8% | 21,822 | -0.4% | 0.53% | -12.0% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $299,822 | +16.9% | 4,601 | -0.3% | 0.19% | +1.0% |
| CSX | Exit | CSX CORP | $0 | – | -6,518 | -100.0% | -0.15% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -6,074 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
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.