MONEYWISE, INC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Forest, VA
CIK
0001703080
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 52 174,139 SCHX, SCHM, SCHA, CALF 13F-HR 1/29/2024 000175496024000056
Q3 2023 50 159,440 SCHX, SCHM, SCHA, COWZ 13F-HR 10/23/2023 000175496023000289
Q2 2023 49 161,273 SCHX, SCHM, SCHA, COWZ 13F-HR 7/24/2023 000175496023000200
Q1 2023 49 154,629 SCHX, SCHM, SCHA, COWZ 13F-HR 4/21/2023 000175496023000118
Q4 2022 48 133,705 SCHX, SCHM, SCHA, COWZ 13F-HR 1/30/2023 000175496023000048
Q3 2022 48 122,548 SCHX, SCHM, SCHA, FMB 13F-HR 11/3/2022 000175496022000294
Q2 2022 49 128,308 SCHX, SCHM, SCHA, FMB 13F-HR 8/1/2022 000175496022000205
Q1 2022 51 151,823 SCHX, SCHA, SCHM, BNDW 13F-HR 4/19/2022 000175496022000099
Q4 2021 53 155,645 SCHX, SCHA, SCHM, IVV 13F-HR 1/11/2022 000175496022000006
Q3 2021 48 153,297 SCHX, SCHA, SCHM, IVV 13F-HR 10/12/2021 000175496021000184
Q2 2021 51 146,525 SCHX, SCHA, SCHM, IVV 13F-HR 7/22/2021 000175496021000145
Q1 2021 50 148,273 SCHX, SCHA, SCHM, IJR 13F-HR 4/14/2021 000175496021000059
Q4 2020 47 139,840 SCHX, SCHA, SCHM, IJR 13F-HR 1/15/2021 000175496021000019
Q3 2020 42 125,967 SCHX, SCHA, SCHM, SPLV 13F-HR 10/13/2020 000175496020000067
Q2 2020 42 124,804 SCHX, SCHA, SCHM, SPLV 13F-HR 7/10/2020 000175496020000043
Q1 2020 40 113,631 SCHX, SCHA, SCHM, SPLV 13F-HR 4/13/2020 000175496020000015
Q4 2019 40 132,902 SCHX, SCHA, SCHM, SCHF 13F-HR 1/7/2020 000175496020000001
Q3 2019 39 123,861 SCHX, SCHA, SCHM, SCHF 13F-HR 10/23/2019 000175496019000031
Q2 2019 42 130,997 SCHX, SCHA, SCHM, SCHF 13F-HR 7/17/2019 000175496019000019
Q1 2019 38 116,754 SCHX, SCHF, SCHM, SCHA 13F-HR 4/30/2019 000175496019000011
Q4 2018 36 105,428 SCHX, SCHA, SCHM, SCHF 13F-HR 1/29/2019 000175496019000002
Q3 2018 39 118,194 SCHX, SCHA, SCHM, SCHF 13F-HR 10/15/2018 000175496018000001
Q2 2018 39 116,885 SCHX, SCHA, SCHF, SCHM 13F-HR 7/19/2018 000170308018000003
Q1 2018 39 120,473 SCHX, SCHF, SCHM, SCHA 13F-HR 4/17/2018 000170308018000002
Q4 2017 39 133,658 SCHX, SCHM, SCHA, SCHF 13F-HR 1/8/2018 000170308018000001
Q3 2017 39 126,537 SCHX, SCHM, SCHA, SCHF 13F-HR 10/10/2017 000170308017000005
Q2 2017 39 117,415 SCHX, SCHM, SCHA, SCHF 13F-HR 7/31/2017 000170308017000004
Q1 2017 34 110,392 SCHX, SCHM, SCHA, SCHF 13F-HR 4/7/2017 000170308017000003
Q4 2016 32 100,839 SCHX, SCHM, SCHA, SCHF 13F-HR 4/7/2017 000170308017000002
Q3 2016 34 94,557 SCHM, SCHX, SCHA, SCHF 13F-HR 4/7/2017 000170308017000001