13F-HR filed by MONEYWISE, INC.
MONEYWISE, INC. filed this 13F-HR for the quarter ended 2018-03-31, filed 2018-04-17, with 39 holding rows worth $120,470,000.
- Accession
- 0001703080-18-000002
- Filer
- CIK 1703080
- Filed
- 2018-04-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2018
A holdings report, 39 entries on the cover page, a total value of $120,470,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $120,473,000 with VALUE read as thousands by filing date, 13F file number 028-18003. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 259,065 | $16,342,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 341,195 | $11,502,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 212,219 | $11,222,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 160,876 | $11,121,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 183,185 | $7,007,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 90,523 | $6,671,000 | thousands by filing date | |
| POWERSHARES EXCHANGE | 73937B647 | S&P400 LOVL PT | 143,299 | $6,418,000 | thousands by filing date | |
| POWERSHARES ETF TR II S&P500 L | 73937B779 | COM | 131,502 | $6,177,000 | thousands by filing date | |
| POWERSHARES S&P SMALLCAP LOW | 73937B639 | EXCHANGE TRADED | 130,154 | $5,858,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 48,102 | $5,240,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 15,081 | $4,002,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 78,474 | $3,753,000 | thousands by filing date | |
| IJH | 464287507 | COM | 19,661 | $3,688,000 | thousands by filing date | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 39,034 | $3,549,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 43,976 | $3,387,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 60,926 | $3,335,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 40,991 | $2,584,000 | thousands by filing date | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 29,247 | $1,403,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 15,220 | $777,000 | thousands by filing date | |
| POWERSHARES ETF TR II | 73937B654 | PWRSH S&P500HI | 15,111 | $596,000 | thousands by filing date | |
| GREIF INC | 397624107 | CL A | 9,750 | $509,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 9,088 | $425,000 | thousands by filing date | |
| LEGG MASON ETF INVT | 52468L406 | FRANKLIN US LOW | 14,268 | $422,000 | thousands by filing date | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 8,171 | $403,000 | thousands by filing date | |
| POWERSHARES | 73936T573 | EXCHANGE TRADED | 14,200 | $400,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 7,172 | $357,000 | thousands by filing date | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 2,194 | $339,000 | thousands by filing date | |
| NEW YORK LIFE INVESTMENTS ET | 45409B107 | NYLI HEDGE MULTI | 10,726 | $327,000 | thousands by filing date | |
| ISHARES TR | 464289420 | RUS TP200 VL ETF | 5,704 | $288,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,678 | $287,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 3,805 | $273,000 | thousands by filing date | |
| POWERSHARES GLOBAL ETF TRUST | 73936T474 | INSUR NATL MUN | 10,450 | $263,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 8,840 | $254,000 | thousands by filing date | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 3,673 | $239,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 5,011 | $232,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 1,429 | $222,000 | thousands by filing date | |
| BB & T CORP | 054937107 | COM | 4,129 | $215,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 1,406 | $212,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 3,292 | $174,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001703080-18-000002 | this filing | 2018-04-17 | acceptance time not in the bulk data set |