Moneywise

Moneywise as of March 31, 2025

Portfolio Holdings for Moneywise

Moneywise holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.9 $28M 1.3M 22.08
Ishares Tr Core S&p Ttl Stk (ITOT) 8.8 $17M 136k 122.01
Vanguard Index Fds Large Cap Etf (VV) 7.5 $14M 55k 257.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.4 $14M 25k 559.38
Ishares Tr Russell 3000 Etf (IWV) 6.2 $12M 37k 317.64
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.2 $9.8M 179k 54.76
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 4.9 $9.2M 45k 205.50
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $7.9M 31k 258.62
Ishares Tr S&p 500 Grwt Etf (IVW) 3.5 $6.6M 72k 92.83
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.6 $5.0M 190k 26.20
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $4.6M 79k 58.35
Ishares Tr Core Total Usd (IUSB) 2.2 $4.1M 89k 46.08
American Centy Etf Tr Us Quality Grow (QGRO) 2.0 $3.7M 39k 93.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.9 $3.6M 155k 23.43
Pacer Fds Tr Us Small Cap Cas (CALF) 1.8 $3.4M 91k 37.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $3.3M 67k 49.62
Ishares Tr Core Div Grwth (DGRO) 1.7 $3.3M 53k 61.78
Vanguard Index Fds Small Cp Etf (VB) 1.5 $2.9M 13k 221.74
Timothy Plan Hig Dv Stk Etf (TPHD) 1.5 $2.9M 77k 37.62
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 1.5 $2.8M 72k 38.41
Columbia Etf Tr I Multi Sec Muni (MUST) 1.2 $2.2M 109k 20.14
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 1.1 $2.0M 38k 53.01
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 1.1 $2.0M 29k 68.80
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.9M 3.3k 561.87
Ishares Tr Us Infrastruc (IFRA) 1.0 $1.9M 41k 45.07
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.7M 12k 140.44
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.8 $1.5M 29k 52.38
Strategy Eventide Us Mrkt (ESUM) 0.7 $1.4M 59k 23.61
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $1.2M 16k 74.72
Microsoft Corporation (MSFT) 0.6 $1.1M 3.0k 375.40
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $1.1M 12k 89.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $938k 3.4k 274.80
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.5 $935k 14k 68.81
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.5 $878k 14k 61.72
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $807k 17k 47.60
Alphabet Cap Stk Cl C (GOOG) 0.4 $787k 5.0k 156.23
Timothy Plan Intl Etf (TPIF) 0.4 $724k 25k 28.75
Strategy Eventide High Di (ELCV) 0.4 $719k 29k 24.89
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.4 $703k 19k 37.73
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $696k 6.7k 104.57
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.4 $663k 22k 30.74
Neos Etf Trust Fis Christian (PRAY) 0.3 $635k 22k 28.41
Timothy Plan U S Sm Cp Core (TPSC) 0.3 $632k 17k 37.03
Greif Cl A (GEF) 0.3 $536k 9.8k 54.99
Exxon Mobil Corporation (XOM) 0.2 $466k 3.9k 118.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $430k 17k 25.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $409k 21k 19.78
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $366k 9.0k 40.76
Apple (AAPL) 0.2 $337k 1.5k 222.13
Vanguard Index Fds Growth Etf (VUG) 0.2 $310k 836.00 370.70
Bwx Technologies (BWXT) 0.1 $255k 2.6k 98.65
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $248k 5.0k 49.16
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.1 $241k 3.6k 66.48
Spdr Gold Tr Gold Shs (GLD) 0.1 $223k 775.00 288.14
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $210k 2.5k 83.27
NVIDIA Corporation (NVDA) 0.1 $206k 1.9k 108.38