HoldingsChannel.com
Moneywise Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 280,020 -3,792 $19,862
     SCHX280,020-3,792$19,862
SCHWAB STRATEGIC TR 191,564 -243 $13,358
     SCHA191,564-243$13,358
SCHWAB STRATEGIC TR 225,439 -629 $12,746
     SCHM225,439-629$12,746
SCHWAB STRATEGIC TR 278,283 -18,566 $8,866
     SCHF278,283-18,566$8,866
INVESCO EXCHNG TRADED FD TR (SPLV) 146,900 +146,900 $8,506
     SPLV146,900+146,900$8,506
ISHARES TR (EFAV) 112,042 +9,449 $8,210
     EFAV112,042+9,449$8,210
SCHWAB STRATEGIC TR 159,944 -4,917 $7,545
     SCHH159,944-4,917$7,545
INVESCO EXCHNG TRADED FD TR (XMLV) 129,016 +2,649 $6,788
     XMLV129,016+2,649$6,788
INVESCO EXCHNG TRADED FD TR (XSLV) 134,437 +4,716 $6,573
     XSLV134,437+4,716$6,573
ISHARES TR (IVV) 14,814 -580 $4,422
     IVV14,814-580$4,422
ISHARES TR (MUB) 35,277 -723 $4,025
     MUB35,277-723$4,025
ISHARES TR (IJR) 50,710 -2,288 $3,947
     IJR50,710-2,288$3,947
SPDR SERIES TRUST (SHM) 80,412 +2,205 $3,939
     SHM80,412+2,205$3,939
VANGUARD CHARLOTTE FDS (BNDX) 64,880 +5,330 $3,817
     BNDX64,880+5,330$3,817
ISHARES TR (IJH) 19,434 -911 $3,755
     IJH19,434-911$3,755
FIRST TR EXCHANG TRADED FD I (FMB) 57,933 +5,250 $3,219
     FMB57,933+5,250$3,219
SSGA ACTIVE ETF TR (TOTL) 44,069 +863 $2,169
     TOTL44,069+863$2,169
ISHARES TR (IXUS) 35,151 +934 $2,030
     IXUS35,151+934$2,030
FIRST TR EXCHANGE TRADED FD (LMBS) 39,051 +5,483 $2,030
     LMBS39,051+5,483$2,030
ISHARES TR (ICF) 9,380 +4,659 $1,126
     ICF9,380+4,659$1,126
SCHWAB STRATEGIC TR 13,593 +118 $688
     SCHO13,593+118$688
ISHARES TR (ISTB) 12,073 +1,196 $610
     ISTB12,073+1,196$610
ISHARES TR (SHYG) 8,908 -792 $414
     SHYG8,908-792$414
INVESCO EXCHNG TRADED FD TR (PCY) 13,881 +13,881 $405
     PCY13,881+13,881$405
GREIF INC 9,750 UNCH $369
     GEF9,750UNCH$369
ISHARES TR (AGG) 3,170 +7 $359
     AGG3,170+7$359
SCHWAB STRATEGIC TR 6,174 -253 $332
     SCHZ6,174-253$332
ISHARES TR (IJJ) 2,054 +4 $328
     IJJ2,054+4$328
SCHWAB STRATEGIC TR 3,361 -338 $282
     SCHG3,361-338$282
VANGUARD INDEX FDS (VNQ) 2,919 -181 $272
     VNQ2,919-181$272
SPDR INDEX SHS FDS (RWO) 5,197 -37 $269
     RWO5,197-37$269
SCHWAB STRATEGIC TR 10,431 -850 $262
     SCHE10,431-850$262
ISHARES TR (IVW) 1,403 -78 $253
     IVW1,403-78$253
LEGG MASON ETF INVESTMENT TR (LVHD) 7,392 -14 $248
     LVHD7,392-14$248
APPLE INC 1,084 +3 $243
     AAPL1,084+3$243
ISHARES TR (SCZ) 4,066 -239 $233
     SCZ4,066-239$233
INVESCO EXCHNG TRADED FD TR (SPHD) 4,171 +4,171 $178
     SPHD4,171+4,171$178
SCHWAB STRATEGIC TR 3,102 -5 $176
     SCHV3,102-5$176
BOEING CO 125 +125 $48
     BA125+125$48

See Full List: All Stocks Held By Moneywise Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Moneywise Inc.

Size ($ in 1000's)
At 12/31/2019: $132,902
At 09/30/2019: $123,861

Moneywise Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moneywise Inc. 13F filings. Link to 13F filings: SEC filings

Moneywise Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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