Moneywise
Latest statistics and disclosures from Moneywise's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, SCHM, SCHA, CALF, COWZ, and represent 52.18% of Moneywise's stock portfolio.
- Added to shares of these 10 stocks: QGRO, FLQM, BIBL, SPY, CALF, IWV, TPHD, IVW, IWP, CHGX.
- Started 7 new stock positions in IWP, TPHD, BWXT, BIBL, NUSC, IWV, AGG.
- Reduced shares in these 10 stocks: SCHM, SCHA, , SCHX, COWZ, FTCS, VO, BNDW, NURE, VNQ.
- Sold out of its positions in NURE, CWB, SCHO, Apricus Biosciences, VNQ.
- Moneywise was a net seller of stock by $-889k.
- Moneywise has $174M in assets under management (AUM), dropping by 9.22%.
- Central Index Key (CIK): 0001703080
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Moneywise holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Moneywise
SEC 13F filings are viewable for Moneywise going back to 2016
- Moneywise 2023 Q4 filed Jan. 29, 2024
- Moneywise 2023 Q3 filed Oct. 23, 2023
- Moneywise 2023 Q2 filed July 24, 2023
- Moneywise 2023 Q1 filed April 21, 2023
- Moneywise 2022 Q4 filed Jan. 30, 2023
- Moneywise 2022 Q3 filed Nov. 3, 2022
- Moneywise 2022 Q2 filed Aug. 2, 2022
- Moneywise 2022 Q1 filed April 20, 2022
- Moneywise 2021 Q4 filed Jan. 12, 2022
- Moneywise 2021 Q3 filed Oct. 12, 2021
- Moneywise 2021 Q2 filed July 22, 2021
- Moneywise 2021 Q1 filed April 14, 2021
- Moneywise 2020 Q4 filed Jan. 15, 2021
- Moneywise 2020 Q3 filed Oct. 13, 2020
- Moneywise 2020 Q2 filed July 10, 2020
- Moneywise 2020 Q1 filed April 13, 2020