- New Purchases: FTCS, VO, SPSM, SUB,
- Added Positions: ICF, IJR, IJH, SCHA, SCHM, SPLV, IVV, BNDX, LMBS, SCHO, XMLV, PCY, SHYG,
- Reduced Positions: SCHH, SCHF, MUB, XSLV, SHM, IXUS, SCHZ, AGG, ISTB, SCHE, SCHG,
- Sold Out: RWO, VNQ, SCZ, SCHV, SPHD, BA,
For the details of MONEYWISE, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/moneywise%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of MONEYWISE, INC.- Schwab U.S. Large-Cap (SCHX) - 277,671 shares, 17.50% of the total portfolio. Shares reduced by 0.84%
- Schwab U.S. Small-Cap (SCHA) - 198,404 shares, 10.52% of the total portfolio. Shares added by 3.57%
- Schwab U.S. Mid Cap (SCHM) - 232,753 shares, 10.10% of the total portfolio. Shares added by 3.24%
- Invesco S&P 500 Low Volatility (SPLV) - 152,466 shares, 7.36% of the total portfolio. Shares added by 3.79%
- Schwab International Equity (SCHF) - 234,526 shares, 6.24% of the total portfolio. Shares reduced by 15.72%
Moneywise, Inc. initiated holding in First Trust Capital Strength ETF. The purchase prices were between $43.11 and $63.33, with an estimated average price of $58.11. The stock is now traded at around $53.16. The impact to a portfolio due to this purchase was 0.78%. The holding were 15,263 shares as of .
New Purchase: Vanguard Mid-Cap (VO)Moneywise, Inc. initiated holding in Vanguard Mid-Cap. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $140.91. The impact to a portfolio due to this purchase was 0.66%. The holding were 4,872 shares as of .
New Purchase: SPDR Portfolio S&P 600 Small Cap (SPSM)Moneywise, Inc. initiated holding in SPDR Portfolio S&P 600 Small Cap. The purchase prices were between $18.96 and $33.37, with an estimated average price of $29.32. The stock is now traded at around $22.84. The impact to a portfolio due to this purchase was 0.56%. The holding were 25,027 shares as of .
New Purchase: iShares Short-Term National Muni Bond (SUB)Moneywise, Inc. initiated holding in iShares Short-Term National Muni Bond. The purchase prices were between $97.45 and $107.63, with an estimated average price of $106.47. The stock is now traded at around $106.46. The impact to a portfolio due to this purchase was 0.27%. The holding were 2,432 shares as of .
Added: iShares Cohen & Steers REIT (ICF)Moneywise, Inc. added to a holding in iShares Cohen & Steers REIT by 88.33%. The purchase prices were between $74.72 and $125.01, with an estimated average price of $111.15. The stock is now traded at around $99.41. The impact to a portfolio due to this purchase was 0.78%. The holding were 17,665 shares as of .
Added: iShares Core S&P Small-Cap (IJR)Moneywise, Inc. added to a holding in iShares Core S&P Small-Cap by 21.24%. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $58.67. The impact to a portfolio due to this purchase was 0.62%. The holding were 61,480 shares as of .
Sold Out: Vanguard Real Estate (VNQ)Moneywise, Inc. sold out a holding in Vanguard Real Estate. The sale prices were between $56.91 and $99.57, with an estimated average price of $88.63.
Sold Out: SPDR DJ Wilshire Global Real Estate (RWO)Moneywise, Inc. sold out a holding in SPDR DJ Wilshire Global Real Estate. The sale prices were between $30.12 and $53.58, with an estimated average price of $48.01.
Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)Moneywise, Inc. sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $38.34 and $62.84, with an estimated average price of $56.15.
Sold Out: Schwab U.S. Large-Cap Value (SCHV)Moneywise, Inc. sold out a holding in Schwab U.S. Large-Cap Value. The sale prices were between $38.4 and $61.03, with an estimated average price of $55.5.
Sold Out: Invesco S&P 500 High Dividend Low Volatility (SPHD)Moneywise, Inc. sold out a holding in Invesco S&P 500 High Dividend Low Volatility. The sale prices were between $25.66 and $44.35, with an estimated average price of $39.58.
Sold Out: Boeing Co (BA)Moneywise, Inc. sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.
Reduced: Schwab U.S. REIT (SCHH)Moneywise, Inc. reduced to a holding in Schwab U.S. REIT by 22.13%. The sale prices were between $27.07 and $48.53, with an estimated average price of $43.11. The stock is now traded at around $35.25. The impact to a portfolio due to this sale was -1.4%. Moneywise, Inc. still held 124,543 shares as of .
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