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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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MONEYWISE INC

Time Period2019-06-30

Total Holdings42

Total Value ($x1000)130,997
Activities
New7

Increased20

Unchanged2

Decreased13

Sold Out3

Top 10 Stock Holdingstotal 72.85%
SCHX15.41

SCHA10.28

SCHM9.84

SCHF7.64

SPLV6.01

 
SCHH5.71

EFAV5.09

XMLV4.84

XSLV4.59

IVV3.44

-- hover over a symbol below for details --
SEC 13F
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Detail
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SCHX
15.41%
US LRG CAP ETF
SCHA
10.28%
US SML CAP ETF
SCHM
9.84%
US MID-CAP ETF
SCHF
7.64%
INTL EQTY ETF
SPLV
6.01%
S&P500 LOW VOL
SCHH
5.71%
US REIT ETF
EFAV
5.09%
EAFE MIN VOL ETF
XMLV
4.84%
S&P MIDCP LOW
XSLV
4.59%
S&P SMLCP LOW
IVV
3.44%
CORE S&P500 ETF
MUB
3.41%
NAT AMT FREE BD
SHM
3.16%
NUVN BR SHT MUNI
IJH
2.89%
CORE S&P MCP ETF
IJR
2.73%
CORE S&P SCP ETF
BNDX
2.71%
INTL BD IDX ETF
FMB
2.02%
MANAGD MUN ETF
IXUS
1.67%
CORE MSCITOTAL
TOTL
1.59%
SPDR TR TACTIC
LMBS
1.32%
FST LOW MTG ETF
SCHO
0.52%
SHT TM US TRES
ISTB
0.45%
CORE STRM USBD
ICF
0.35%
COHEN&STEER REIT
SHYG
0.34%
0-5YR HI YL CP
PCY
0.33%
EMRNG MKT SVRG
AGG
0.28%
CORE TOTUSBD ETF
SCHZ
0.26%
US AGGREGATE B
IJJ
0.25%
S&P MC 400VL ETF
GEF
0.24%
CL A
SCHG
0.24%
US LCAP GR ETF
SCHE
0.23%
EMRG MKTEQ ETF
VNQ
0.21%
REIT ETF
IVW
0.2%
S&P 500 GRWT ETF
RWO
0.2%
DJ GLB RL ES ETF
VTI
0.2%
TOTAL STK MKT
VEA
0.19%
FTSE DEV MKT ETF
SCZ
0.19%
EAFE SML CP ETF
LVHD
0.18%
LOW DIVI ETF
IWX
0.18%
RUS TP200 VL ETF
AAPL
0.16%
COM
SPHD
0.16%
S&P500 HDL VOL
BBT
0.15%
COM
SCHV
0.13%
US LCAP VA ETF
BLV
2.97%
LONG TERM BOND
QAI
0.28%
HEDGE MLTI ETF
IJS
0.18%
SP SMCP600VL ETF