Moneywise

Moneywise as of Dec. 31, 2024

Portfolio Holdings for Moneywise

Moneywise holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 15.3 $31M 1.3M 23.18
Ishares Tr Core S&p Ttl Stk (ITOT) 9.0 $18M 140k 128.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.0 $14M 24k 586.09
Vanguard Index Fds Large Cap Etf (VV) 6.9 $14M 51k 269.70
Ishares Tr Russell 3000 Etf (IWV) 6.0 $12M 36k 334.25
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 5.8 $12M 54k 213.30
Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $10M 165k 62.31
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.1 $10M 179k 56.48
Ishares Tr S&p 500 Grwt Etf (IVW) 3.5 $6.9M 68k 101.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $5.8M 208k 27.71
Ishares Tr Core Total Usd (IUSB) 2.6 $5.3M 117k 45.20
Pacer Fds Tr Pacer Us Small (CALF) 2.5 $5.0M 114k 44.01
American Centy Etf Tr Us Quality Grow (QGRO) 2.3 $4.7M 47k 99.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.3 $4.6M 177k 25.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $4.3M 85k 50.13
Ishares Tr Core Div Grwth (DGRO) 1.6 $3.1M 51k 61.34
Columbia Etf Tr I Multi Sec Muni (MUST) 1.3 $2.6M 129k 20.31
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $2.6M 22k 115.22
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $2.5M 9.5k 264.13
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 1.2 $2.4M 32k 77.43
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 1.1 $2.1M 39k 54.31
Ishares Tr Core S&p500 Etf (IVV) 1.0 $2.1M 3.5k 588.68
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 1.0 $2.1M 53k 38.91
Timothy Plan Hig Dv Stk Etf (TPHD) 1.0 $2.1M 57k 36.36
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.8M 12k 159.52
Ishares Tr Us Infrastruc (IFRA) 0.9 $1.8M 39k 46.29
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.7 $1.5M 29k 52.02
Microsoft Corporation (MSFT) 0.6 $1.3M 3.1k 421.51
United Parcel Service CL B (UPS) 0.6 $1.2M 9.7k 126.10
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.2M 5.0k 240.26
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.6 $1.2M 18k 68.19
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $1.2M 13k 87.82
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $1.1M 16k 70.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $989k 3.4k 289.80
Alphabet Cap Stk Cl C (GOOG) 0.5 $959k 5.0k 190.44
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.5 $917k 19k 47.39
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.4 $884k 15k 60.82
Apple (AAPL) 0.4 $721k 2.9k 250.42
Greif Cl A (GEF) 0.3 $596k 9.8k 61.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $478k 17k 27.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $423k 23k 18.50
Exxon Mobil Corporation (XOM) 0.2 $419k 3.9k 107.57
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $413k 9.2k 44.92
Vanguard Index Fds Growth Etf (VUG) 0.2 $343k 835.00 410.24
Bwx Technologies (BWXT) 0.1 $288k 2.6k 111.39
NVIDIA Corporation (NVDA) 0.1 $256k 1.9k 134.29
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $244k 5.0k 48.67
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $230k 2.5k 90.95
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.1 $223k 3.6k 61.45
CSX Corporation (CSX) 0.1 $210k 6.5k 32.27
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $205k 1.6k 124.96