$161 Million is the total value of MONEYWISE, INC.'s 49 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSX | New | CSX CORP | $222,264 | – | 6,518 | +100.0% | 0.14% | – |
| New | INVESTMENT MANAGERS SER TR Iaxs change finan | $214,608 | – | 6,863 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-24
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.