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| Name: |
MONEYWISE INC. |
| City: |
FOREST |
| State: |
VA |
| Zip: |
24551 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
9 |
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Increased Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPY |
Standard & Poors Depository... |
11 |
- |
$529.44 |
$4,195,000 |
8,020 |
2.28% |
2,955,000 |
5,411 |
0 |
Closed - End Fund - E... |
|
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BIBL |
Inspire 100 Etf |
14 |
- |
$38.15 |
$3,154,000 |
81,061 |
1.71% |
1,853,000 |
43,783 |
0.195 |
N/A |
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IWV |
iShares Tr Russell 3000 Indx |
17 |
- |
$302.03 |
$3,045,000 |
10,146 |
1.66% |
2,343,000 |
7,582 |
0.021 |
Closed - End Fund - E... |
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IVW |
ishares tr S&P 500 BARRA GR |
20 |
- |
$87.59 |
$2,216,000 |
26,247 |
1.2% |
1,394,000 |
15,301 |
0.005 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
21 |
- |
$532.15 |
$2,016,000 |
3,835 |
1.1% |
211,000 |
56 |
0 |
Closed - End Fund - E... |
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TPHD |
Timothy Plan High Dividend ... |
22 |
- |
$0.00 |
$1,922,000 |
53,148 |
1.04% |
1,225,000 |
32,094 |
1.131 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
26 |
- |
$59.52 |
$1,709,000 |
28,143 |
0.93% |
80,000 |
22,266 |
0.012 |
Closed - End Fund - E... |
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IWP |
iShares Tr Russell MidCap Gr |
35 |
- |
$111.09 |
$871,000 |
7,627 |
0.47% |
578,000 |
4,819 |
0.001 |
Closed - End Fund - E... |
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SCHG |
Schwab Strategic Trust |
45 |
- |
$95.92 |
$399,000 |
4,303 |
0.22% |
42,000 |
4 |
0 |
Closed - End Fund - Debt |
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