Filer Name: MONEYWISE, INC.
CIK: 1703080
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 51
Portfolio Value: $0.20B

Moneywise, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHX US SCHWAB US LARGE-CAP ETF 1,318,408 $31M 15.32% 183.7% -
ITOT US ISHARES CORE S&P TOTAL U.S. 139,915 $18M 9.02% 5.6% -
SPY US SPDR S&P 500 ETF TRUST 23,944 $14M 7.04% 17.2% -
VV US VANGUARD LARGE-CAP ETF 50,908 $14M 6.88% 24.6% -
IWV US ISHARES RUSSELL 3000 ETF 35,673 $12M 5.98% 9.0% -
PTL US INSPIRE 500 ETF 54,013 $12M 5.78% 25.0% -
IJH US ISHARES CORE S&P MIDCAP ETF 164,454 $10M 5.14% 500.8% -
COWZ US PACER US CASH COWS 100 ETF 179,303 $10M 5.08% -14.8% -
IVW US ISHARES S&P 500 GROWTH ETF 68,273 $7M 3.48% 10.8% -
SCHM US SCHWAB US MID CAP ETF 208,059 $6M 2.89% 146.2% -
IUSB US ISHARES CORE TOTAL BOND ETF 116,588 $5M 2.64% -0.8% -
CALF US PACER US SMALL CAP CASH COWS 114,127 $5M 2.52% -32.0% -
QGRO US AMERICAN CENTURY US QUALITY 46,897 $5M 2.34% -32.3% -
SCHA US SCHWAB US SMALL-CAP ETF 177,190 $5M 2.30% 44.9% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 84,961 $4M 2.14% -25.6% -
DGRO US ISHARES CORE DIVIDEND GROWTH 51,099 $3M 1.57% 18.0% -
MUST US COLUMBIA MULTI-SECTOR MUNICI 129,408 $3M 1.32% -35.4% -
IJR US ISHARES CORE S&P SMALL-CAP E 22,355 $3M 1.29% 191.4% -
VO US VANGUARD MID-CAP ETF 9,496 $3M 1.26% -4.5% -
FYC US FIRST TRUST SMALL CAP GROWTH 31,561 $2M 1.23% -18.2% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us