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Moneywise, Inc. Buys iShares National Muni Bond, SPDR DJ Wilshire Global Real Estate, iShares ...

Moneywise, Inc.

  • New Purchases: RWO , SCZ ,
  • Added Positions: MUB , SPLV, SCHX, SCHA, SHM, SCHH, SCHM, IJH, SCHZ, IJR,
  • Reduced Positions:IVV, SCHV, SCHG,
  • Sold Out:SCHC, AGG,

For the details of MONEYWISE, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=MONEYWISE%2C+INC.

These are the top 5 holdings of MONEYWISE, INC.

  1. Schwab U.S. Large-Cap ( SCHX ) - 299,611 shares, 18.7% of the total portfolio. Shares added by 3.12%
  2. Schwab U.S. Mid Cap ( SCHM ) - 317,727 shares, 16.55% of the total portfolio. Shares added by 2.15%
  3. Schwab U.S. Small-Cap ( SCHA ) - 178,844 shares, 12.53% of the total portfolio. Shares added by 4.31%
  4. Schwab International Equity ( SCHF ) - 287,921 shares, 10.02% of the total portfolio. Shares reduced by 0.01%
  5. Schwab U.S. REIT ( SCHH ) - 191,393 shares, 8.18% of the total portfolio. Shares added by 5.24%

New Purchase: iShares MSCI EAFE Small-Cap ETF (SCZ)

Moneywise, Inc. initiated holdings in iShares MSCI EAFE Small-Cap ETF. The purchase prices were between $57.31 and $62, with an estimated average price of $59.78. The stock is now traded at around $62.27. The impact to the portfolio due to this purchase was 0.22%. The holdings were 3,447 shares as of 2017-09-30.

New Purchase: SPDR DJ Wilshire Global Real Estate (RWO)

Moneywise, Inc. initiated holdings in SPDR DJ Wilshire Global Real Estate. The purchase prices were between $46.59 and $48.99, with an estimated average price of $48.01. The stock is now traded at around $48.03. The impact to the portfolio due to this purchase was 0.22%. The holdings were 4,437 shares as of 2017-09-30.

Added: iShares National Muni Bond (MUB)

Moneywise, Inc. added to the holdings in iShares National Muni Bond by 24.01%. The purchase prices were between $109.85 and $111.66, with an estimated average price of $110.93. The stock is now traded at around $110.81. The impact to the portfolio due to this purchase was 0.87%. The holdings were 39,029 shares as of 2017-09-30.

Sold Out: Schwab International Small-Cap Equity (SCHC)

Moneywise, Inc. sold out the holdings in Schwab International Small-Cap Equity. The sale prices were between $33.26 and $35.82, with an estimated average price of $34.68.

Sold Out: iShares Core U.S. Aggregate Bond (AGG)

Moneywise, Inc. sold out the holdings in iShares Core U.S. Aggregate Bond. The sale prices were between $108.9 and $110.57, with an estimated average price of $109.77.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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