MONEYWISE, INC.
CIK 1703080 · Holdings on Sep 30, 2023 · First reported Oct 23, 2023
Top ten holdings
Q3 2023- SCHX18.75%
- SCHM10.10%
- SCHA9.23%
- COWZ8.82%
- CALF7.51%
- BNDW5.52%
- FLQM5.20%
- MUST5.08%
- QGRO3.71%
- SHM3.33%
Share classes counted separately77.25%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $29.89M | 18.75% | 590.69K shares | — | ↗▾ | |
| 02 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $16.10M | 10.10% | 237.89K shares | — | ↗▾ | |
| 03 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $14.71M | 9.23% | 355.22K shares | — | ↗▾ | |
| 04 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $14.06M | 8.82% | 284.39K shares | — | ↗▾ | |
| 05 | CALFPCR US SM CP CSH CWS ETF-USDPACER US SMALL View history and evidence | $11.97M | 7.51% | 287.02K shares | — | ↗▾ | |
| 06 | BNDWVANGUARD TOTAL WORLD BOND ETTOTAL WLD BD ETF View history and evidence | $8.80M | 5.52% | 132.64K shares | — | ↗▾ | |
| 07 | FLQMFRANKLIN U.S. MID CAP MULTIFUS MID CP MLTFCT View history and evidence | $8.28M | 5.20% | 192.84K shares | — | ↗▾ | |
| 08 | MUSTCOLUMBIA MULTI-SECT MUNI INCMULTI SEC MUNI View history and evidence | $8.10M | 5.08% | 415.31K shares | — | ↗▾ | |
| 09 | QGROAMERICAN CENTURY US QUALITYUS QUALITY GROW View history and evidence | $5.91M | 3.71% | 87.76K shares | — | ↗▾ | |
| 10 | SHMSS SPDR N ICE ST MUNI ETFNUVEEN BLMBRG SH View history and evidence | $5.30M | 3.33% | 114.74K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NEE NEXTERA ENERGY INC | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1703080 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 159440898
}Research all 50 reported holdings.
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