Moneywise, Inc. Top Holdings and 13F Report (2025) About Moneywise, Inc.Investment ActivityMoneywise, Inc. has $199.45 million in total holdings as of December 31, 2024.Moneywise, Inc. owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 23.88% of the portfolio was purchased this quarter.About 11.55% of the portfolio was sold this quarter.This quarter, Moneywise, Inc. has purchased 60 new stocks and bought additional shares in 23 stocks.Moneywise, Inc. sold shares of 24 stocks and completely divested from 9 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $30,560,695iShares Core S&P Total U.S. Stock Market ETF $17,995,827SPDR S&P 500 ETF Trust $14,033,383Vanguard Large-Cap ETF $13,729,871iShares Russell 3000 ETF $11,923,844 Largest Purchases this Quarter Schwab US Large-Cap ETF 853,638 shares (about $19.79M)iShares Core S&P Mid-Cap ETF 137,081 shares (about $8.54M)Schwab U.S. Mid-Cap ETF 123,564 shares (about $3.42M)Vanguard Large-Cap ETF 10,040 shares (about $2.71M)NORTHERN LTS FD TR IV 10,812 shares (about $2.31M) Largest Sales this Quarter Pacer US Small Cap Cash Cows 100 ETF 53,598 shares (about $2.36M)American Century STOXX U.S. Quality Growth ETF 22,422 shares (about $2.24M)Pacer US Cash Cows 100 ETF 31,167 shares (about $1.76M)Vanguard Tax-Exempt Bond ETF 29,296 shares (about $1.47M)Columbia Multi-Sector Municipal Income ETF 71,063 shares (about $1.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoneywise, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$30,560,695$19,787,327 ▲183.7%1,318,40815.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$17,995,827$951,271 ▲5.6%139,9159.0%ETFSPYSPDR S&P 500 ETF Trust$14,033,383$2,063,043 ▲17.2%23,9447.0%FinanceVVVanguard Large-Cap ETF$13,729,871$2,707,785 ▲24.6%50,9086.9%ETFIWViShares Russell 3000 ETF$11,923,844$988,055 ▲9.0%35,6736.0%ETFNORTHERN LTS FD TR IV$11,520,844$2,306,174 ▲25.0%54,0135.8%INSPIRE 500 ETFIJHiShares Core S&P Mid-Cap ETF$10,247,103$8,541,496 ▲500.8%164,4545.1%ETFCOWZPacer US Cash Cows 100 ETF$10,127,057$1,760,316 ▼-14.8%179,3035.1%ETFIVWiShares S&P 500 Growth ETF$6,931,726$675,578 ▲10.8%68,2733.5%ETFSCHMSchwab U.S. Mid-Cap ETF$5,765,327$3,423,966 ▲146.2%208,0592.9%ETFIUSBiShares Core Total USD Bond Market ETF$5,269,786$41,494 ▼-0.8%116,5882.6%ManufacturingCALFPacer US Small Cap Cash Cows 100 ETF$5,022,733$2,358,850 ▼-32.0%114,1272.5%ETFQGROAmerican Century STOXX U.S. Quality Growth ETF$4,675,631$2,235,473 ▼-32.3%46,8972.3%ETFSCHASchwab US Small-Cap ETF$4,582,142$1,419,898 ▲44.9%177,1902.3%ETFVTEBVanguard Tax-Exempt Bond ETF$4,259,093$1,468,608 ▼-25.6%84,9612.1%ETFDGROiShares Core Dividend Growth ETF$3,134,424$478,208 ▲18.0%51,0991.6%ETFMUSTColumbia Multi-Sector Municipal Income ETF$2,628,274$1,443,288 ▼-35.4%129,4081.3%ETFIJRiShares Core S&P Small-Cap ETF$2,575,797$1,691,926 ▲191.4%22,3551.3%ETFVOVanguard Mid-Cap ETF$2,508,194$117,010 ▼-4.5%9,4961.3%ETFFYCFirst Trust Small Cap Growth AlphaDEX Fund$2,443,779$544,568 ▼-18.2%31,5611.2%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$2,126,948$1,084,302 ▼-33.8%39,1631.1%ETFIVViShares Core S&P 500 ETF$2,077,439$340,844 ▼-14.1%3,5291.0%ETFBIBLInspire 100 ETF$2,069,889$339,379 ▲19.6%53,2021.0%ETFTPHDTimothy Plan High Dividend Stock ETF$2,064,049$317,965 ▲18.2%56,7741.0%ETFIYWiShares U.S. Technology ETF$1,844,854$250,926 ▲15.7%11,5650.9%ManufacturingIFRAiShares U.S. Infrastructure ETF$1,823,467$325,328 ▲21.7%39,3920.9%ETFBINCiShares Flexible Income Active ETF$1,494,061$453,509 ▲43.6%28,7210.7%ETFMSFTMicrosoft$1,292,336$234,357 ▼-15.4%3,0660.6%Computer and TechnologyUPSUnited Parcel Service$1,221,6570.0%9,6880.6%TransportationVBVanguard Small-Cap ETF$1,203,247$48,293 ▼-3.9%5,0080.6%ETFBNDWVanguard Total World Bond ETF$1,197,083$567,685 ▼-32.2%17,5550.6%ETFFTCSFirst Trust Capital Strength ETF$1,158,943$704,042 ▼-37.8%13,1970.6%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,142,705$56,841 ▼-4.7%16,3240.6%ETFVTIVanguard Total Stock Market ETF$989,391$258,215 ▲35.3%3,4140.5%ETFGOOGAlphabet$959,437$3,618 ▼-0.4%5,0380.5%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$916,887$599,948 ▼-39.6%19,3480.5%FinanceXMLVInvesco S&P MidCap Low Volatility ETF$883,891$199,610 ▼-18.4%14,5330.4%ETFAAPLApple$721,197$2,254 ▼-0.3%2,8800.4%Computer and TechnologyGEFGreif$595,9200.0%9,7500.3%Industrial ProductsSCHGSchwab U.S. Large-Cap Growth ETF$478,397$358,805 ▲300.0%17,1650.2%ETFSCHFSchwab International Equity ETF$423,090$294,221 ▲228.3%22,8700.2%ETFXOMExxon Mobil$419,308$1,183 ▲0.3%3,8980.2%Oils/EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$413,198$122,176 ▼-22.8%9,1990.2%ETFVUGVanguard Growth ETF$342,551$20,102 ▼-5.5%8350.2%ETFBWXTBWX Technologies$288,0550.0%2,5860.1%Computer and TechnologyNVDANVIDIA$255,689$56,402 ▼-18.1%1,9040.1%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$244,074$159,634 ▼-39.5%5,0150.1%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$229,549$273 ▲0.1%2,5240.1%ETFRFDIFirst Trust RiverFront Dynamic Developed International ETF$222,887$915,945 ▼-80.4%3,6270.1%ETFCSXCSX$210,3360.0%6,5180.1%TransportationIJJiShares S&P Mid-Cap 400 Value ETF$204,809$750 ▲0.4%1,6390.1%ETFEFViShares MSCI EAFE Value ETF$0$2,995,694 ▼-100.0%00.0%ETFEFGiShares MSCI EAFE Growth ETF$0$1,484,496 ▼-100.0%00.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$1,475,770 ▼-100.0%00.0%ManufacturingFMBFirst Trust Managed Municipal ETF$0$612,230 ▼-100.0%00.0%ManufacturingBNDXVanguard Total International Bond ETF$0$432,309 ▼-100.0%00.0%ETFHDMVFirst Trust Horizon Managed Volatility Developed International ETF$0$272,955 ▼-100.0%00.0%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$0$243,290 ▼-100.0%00.0%ManufacturingNEENextEra Energy$0$227,880 ▼-100.0%00.0%UtilitiesHDHome Depot$0$202,726 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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