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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 Period2018-12-31

Total Holdings36

Total Value ($x1000)105,428
Activities
New0

Increased22

Unchanged1

Decreased13

Sold Out3

Top 10 Stock Holdingstotal 74.53%
SCHX15.34

SCHA9.91

SCHM9.7

SCHF8.48

SCHH6.4

 
SPLV6.17

EFAV5.62

XSLV4.95

MUB4.22

SHM3.74

-- hover over a symbol below for details --
SEC 13F
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SCHX
15.34%
US LRG CAP ETF
SCHA
9.91%
US SML CAP ETF
SCHM
9.7%
US MID-CAP ETF
SCHF
8.48%
INTL EQTY ETF
SCHH
6.4%
US REIT ETF
SPLV
6.17%
S&P500 LOW VOL
EFAV
5.62%
EAFE MIN VOL ETF
XSLV
4.95%
S&P SMLCP LOW
MUB
4.22%
NAT AMT FREE BD
SHM
3.74%
NUVN BR SHT MUNI
IVV
3.56%
CORE S&P500 ETF
BNDX
3.32%
INTL BD IDX ETF
IJH
2.97%
CORE S&P MCP ETF
IJR
2.8%
CORE S&P SCP ETF
FMB
2.08%
MANAGD MUN ETF
IXUS
1.86%
CORE MSCITOTAL
TOTL
1.85%
SPDR TR TACTIC
LMBS
1.33%
FST LOW MTG ETF
SCHO
0.63%
SHT TM US TRES
ISTB
0.55%
CORE STRM USBD
QAI
0.44%
HEDGE MLTI ETF
SHYG
0.38%
0-5YR HI YL CP
SCHZ
0.36%
US AGGREGATE B
PCY
0.36%
EMRNG MKT SVRG
GEF
0.34%
CL A
AGG
0.33%
CORE TOTUSBD ETF
IJJ
0.27%
S&P MC 400VL ETF
IWX
0.26%
RUS TP200 VL ETF
SPHD
0.26%
S&P500 HDL VOL
SCHG
0.25%
US LCAP GR ETF
SCHE
0.25%
EMRG MKTEQ ETF
RWO
0.23%
DJ GLB RL ES ETF
VNQ
0.21%
REIT ETF
IVW
0.21%
S&P 500 GRWT ETF
LVHD
0.2%
LOW DIVI ETF
SCZ
0.19%
EAFE SML CP ETF
BLV
0.32%
LONG TERM BOND
IJS
0.18%
SP SMCP600VL ETF
BBT
0.17%
COM