Moneywise - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Moneywise going back to April 7, 2017

• Moneywise 2024 Q4 - filed Jan. 27, 2025 - new!
• 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
• 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
• Moneywise 2019 Q4 - filed Jan. 7, 2020
• Moneywise 2019 Q3 - filed Oct. 23, 2019
• Moneywise 2019 Q2 - filed July 17, 2019
• Moneywise 2019 Q1 - filed April 30, 2019
• Moneywise 2018 Q4 - filed Jan. 29, 2019
• Moneywise 2018 Q3 - filed Oct. 15, 2018
• Moneywise 2018 Q2 - filed July 19, 2018
• Moneywise 2018 Q1 - filed April 17, 2018
• Moneywise 2017 Q4 - filed Jan. 8, 2018
• Moneywise 2017 Q3 - filed Oct. 10, 2017
• Moneywise 2017 Q2 - filed July 31, 2017
• Moneywise 2016 Q3 - filed April 7, 2017
• Moneywise 2016 Q4 - filed April 7, 2017
• Moneywise 2017 Q1 - filed April 7, 2017