Avoid Fraud, Get The Facts, And Find The Best
Legal Name: MONEYWISE INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 17, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SCHWAB STRATEGIC TR (808524201)
|
287,594 |
$20,186k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
188,435 |
$13,469k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
225,727 |
$12,887k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
311,737 |
$10,004k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
143,158 |
$7,877k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
168,373 |
$7,482k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
91,816 |
$6,670k |
|
|
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW (46138E198)
|
123,767 |
$6,346k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G102)
|
125,237 |
$6,009k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
15,290 |
$4,507k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
39,544 |
$4,472k |
|
|
SPDR SER TR (78468R739)
|
84,483 |
$4,134k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
19,484 |
$3,785k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
45,717 |
$3,579k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
62,055 |
$3,556k |
|
|
FTP Managed Municipal ETF (33739N108)
|
48,372 |
$2,649k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
37,397 |
$2,193k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
42,360 |
$2,079k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
33,575 |
$1,735k |
|
|
SCHWAB STRATEGIC T (808524862)
|
13,476 |
$682k |
|
|
Ishares Core 1-5 Year Usd Bond Etf (46432F859)
|
11,661 |
$588k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
4,032 |
$454k |
|
|
ISHARES TR (46434V407)
|
9,564 |
$447k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
14,786 |
$429k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
3,239 |
$361k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
6,458 |
$342k |
|
|
ISHARES (464287705)
|
2,042 |
$326k |
|
|
GREIF INC CL A (397624107)
|
9,750 |
$317k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
3,762 |
$313k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
11,378 |
$299k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
3,114 |
$272k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
1,477 |
$265k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
5,266 |
$263k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,733 |
$260k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
5,918 |
$247k |
|
|
ISHARES (464288273)
|
4,228 |
$243k |
|
|
LEGG MASON ETF INVESTMENT TR (52468L406)
|
7,476 |
$240k |
|
|
iShares Russell Top 200 Value (464289420)
|
4,358 |
$236k |
|
|
Apple Inc (037833100)
|
1,081 |
$214k |
|
|
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362)
|
4,837 |
$204k |
|
|
BB&T CORPORATION (054937107)
|
4,129 |
$203k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
3,090 |
$173k |
|
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