Moneywise

Moneywise as of March 31, 2026

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