$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UPS | UNITED PARCEL SERVICE INCcl b | $1,881,897 | +11.6% | 9,701 | 0.0% | 1.22% | -3.5% | |
GEF | GREIF INCcl a | $617,858 | -5.5% | 9,750 | 0.0% | 0.40% | -18.2% | |
NEE | NEXTERA ENERGY INC | $218,587 | -7.8% | 2,836 | 0.0% | 0.14% | -20.3% | |
GLD | SPDR GOLD TR | $217,299 | +8.0% | 1,186 | 0.0% | 0.14% | -6.0% |
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.