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Moneywise

Latest statistics and disclosures from Moneywise's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SPY, IWV, VV, IEFA, and represent 30.97% of Moneywise's stock portfolio.
Added to shares of these 10 stocks: IEF (+$7.0M), IWN (+$6.9M), XLE (+$6.2M), XLB (+$6.2M), IWM (+$5.1M), EEM, ESSC, IAGG, SCHF, PRAY.
Started 11 new stock positions in XLE, BUYW, IWN, MGK, XLB, KO, BIL, PRAY, XOM, VLUE. IEF.
Reduced shares in these 10 stocks: MRSK (-$16M), , SHYM (-$5.1M), CGGR (-$5.0M), , TPIF, IEFA, ITOT, VUG, IWO.
Sold out of its positions in SHYM, CGGR, LMBS, IBM, Shp Etf Trust, SCHB, XLK, XLU, TPHD, VOO. VBK.
Moneywise was a net seller of stock by $-7.1M.
Moneywise has $229M in assets under management (AUM), dropping by -4.74%.
Central Index Key (CIK): 0001703080

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Portfolio Holdings for Moneywise

Moneywise holds 82 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.9	$18M	-3%	710k	25.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.9	$16M		24k	650.34	View chart
Ishares Tr Russell 3000 Etf (IWV)	6.5	$15M		40k	370.68	View chart
Vanguard Index Fds Large Cap Etf (VV)	5.9	$14M	-5%	46k	298.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.7	$8.5M	-18%	94k	90.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.7	$8.4M	-18%	59k	142.43	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	3.4	$7.7M	-12%	31k	250.55	View chart
Strategy Eventide Us Mrkt (ESUM)	3.2	$7.3M	+3%	278k	26.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.1	$7.0M	NEW	73k	95.44	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.0	$6.9M	+188%	122k	56.79	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	3.0	$6.9M	NEW	36k	189.59	View chart
Select Sector Spdr Tr State Street Ene (XLE)	2.7	$6.2M	NEW	102k	61.26	View chart
Select Sector Spdr Tr State Street Mat (XLB)	2.7	$6.2M	NEW	124k	49.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.5	$5.6M	+976%	23k	248.00	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.4	$5.6M	+10%	181k	30.96	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.2	$5.1M	-24%	16k	313.81	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.2	$5.1M	+52%	102k	50.04	View chart
Strategy Eventide Small C (ESSC)	2.2	$5.1M	+199%	194k	26.16	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	2.1	$4.8M	-24%	101k	47.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$4.7M	+54%	190k	24.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.6	$3.6M	-19%	57k	62.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$3.2M	-12%	64k	49.89	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.3	$3.0M	-9%	66k	46.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$2.8M	+20%	4.4k	653.20	View chart
Northern Lts Fd Tr Iv Inspire Fidelis (FDLS)	1.2	$2.7M	+56%	73k	36.94	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$2.6M	+17%	38k	69.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$2.5M	-6%	9.4k	261.92	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.0	$2.3M	+71%	15k	160.48	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$2.3M	-26%	78k	29.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.0M	-8%	6.9k	287.16	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.8	$1.9M	+28%	37k	52.56	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.8	$1.8M	-13%	18k	105.03	View chart
Strategy Eventide High Di (ELCV)	0.7	$1.7M	+5%	58k	29.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$1.7M	+60%	17k	97.23	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.7	$1.6M	+54%	44k	37.39	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.7	$1.5M	+70%	61k	24.73	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$1.5M	+27%	45k	32.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.4M		21k	67.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.2M	+51%	12k	99.27	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.5	$1.2M	-5%	12k	96.98	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.5	$1.1M	-17%	26k	44.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.1M	-13%	4.0k	286.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.1M	+11%	9.9k	113.10	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.5	$1.1M	-18%	20k	54.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M	-7%	3.3k	320.81	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.4	$1.0M		23k	44.35	View chart
Fis Tr Fis Christian St (PRAY)	0.4	$1.0M	NEW	31k	32.18	View chart
Microsoft Corporation (MSFT)	0.4	$984k		2.7k	370.19	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.4	$839k	-2%	41k	20.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$797k	-67%	1.8k	436.75	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$794k	-2%	11k	73.14	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$780k	+101%	34k	23.22	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$720k	NEW	7.9k	91.64	View chart
Greif Cl A (GEF)	0.3	$654k		9.8k	67.07	View chart
Spdr Series Trust State Street Spd (SHM)	0.3	$599k		13k	47.83	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$595k	-15%	6.4k	92.76	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.2	$558k	-96%	16k	35.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$521k	+26%	2.5k	211.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$476k	-4%	16k	29.13	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$458k	NEW	3.2k	142.18	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$447k		8.6k	51.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.2	$426k	-48%	6.8k	62.97	View chart
Timothy Plan Intl Etf (TPIF)	0.2	$405k	-89%	11k	36.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$377k	-28%	3.0k	124.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$377k	+11%	876.00	430.29	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$373k	NEW	1.0k	367.44	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$351k		7.3k	48.32	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$323k	-64%	7.6k	42.44	View chart
NVIDIA Corporation (NVDA)	0.1	$292k	-10%	1.7k	174.40	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.1	$284k		3.5k	82.11	View chart
Apple (AAPL)	0.1	$275k	-4%	1.1k	253.84	View chart
CSX Corporation (CSX)	0.1	$268k		6.5k	41.05	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$255k		2.5k	100.61	View chart
Bwx Technologies (BWXT)	0.1	$253k		1.2k	204.49	View chart
Nextera Energy (NEE)	0.1	$252k		2.7k	92.88	View chart
Exxon Mobil Corporation (XOM)	0.1	$251k	NEW	1.5k	169.66	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$249k	-5%	3.6k	68.36	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$227k	NEW	16k	14.08	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$220k		1.7k	132.52	View chart
Home Depot (HD)	0.1	$215k		654.00	328.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$213k		740.00	287.56	View chart
Coca-Cola Company (KO)	0.1	$203k	NEW	2.7k	76.05	View chart

Past Filings by Moneywise

SEC 13F filings are viewable for Moneywise going back to 2016

Moneywise 2026 Q1 filed April 27, 2026
Moneywise 2025 Q4 filed Feb. 5, 2026
Moneywise 2025 Q3 filed Oct. 24, 2025
Moneywise 2025 Q2 filed July 16, 2025
Moneywise 2025 Q1 filed April 23, 2025
Moneywise 2024 Q4 filed Jan. 27, 2025
Moneywise 2024 Q3 filed Oct. 21, 2024
Moneywise 2024 Q2 filed July 18, 2024
Moneywise 2024 Q1 filed April 22, 2024
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

View all past filings

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