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CIK: 0001703080
Total reported value
$268.1M
$268.1M
59 檔
30.8%
In Q1 2024, Moneywise, Inc.'s U.S. equity holdings reached a combined market value of $268.1M, distributed across 59 disclosed stock positions.
During Q1 2024, Moneywise, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHM, SCHA) accounted for 30.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 17.77% | -0.12% | -7.64% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 7.15% | +0.09% | -21.25% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-Other | 6.84% | -0.05% | -18.33% | |
| 4 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 6.65% | -0.10% | -18.06% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.51% | -0.25% | -22.72% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.64% | +2.87% | — | |
| 7 | QGRO | American Century US Quality | ETF-Other | 4.63% | -0.07% | -15.18% | |
| 8 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 4.00% | -0.08% | -13.83% | |
| 9 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 3.74% | -0.05% | -42.36% | |
| 10 | BNDW | Vanguard Total World Bond Et | ETF-Other | 2.88% | -0.02% | -39.12% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | -0.38% | +207.40% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 2.25% | -0.04% | -23.07% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.95% | -0.21% | — | |
| 14 | BIBL | Inspire 100 ETF | ETF-Other | 1.71% | -1.16% | +117.45% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.71% | -0.21% | — | |
| 16 | FTCS | First Trust Capital Strength | ETF-Other | 1.68% | -0.04% | -25.02% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.65% | -0.31% | +295.71% | |
| 18 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.64% | +0.04% | -10.14% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.42% | -0.08% | -13.02% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | — | +139.79% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | -0.03% | +1.48% | |
| 22 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 1.04% | — | +152.44% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.01% | +0.26% | -19.14% | |
| 24 | FMB | First Trust Managed Municipa | ETF-Other | 0.99% | — | -15.68% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | -0.31% | — | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | -0.01% | +378.87% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.78% | — | — | |
| 28 | RFDI | First Trst Dyn Devel Int ETF | ETF-Other | 0.72% | -0.01% | -21.46% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | -0.04% | -4.80% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.62% | -0.05% | -6.26% | |
| 31 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.59% | -0.04% | -4.78% | |
| 32 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.53% | — | -23.32% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | — | — | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.47% | — | — | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.47% | — | +171.62% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.01% | -2.05% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.43% | — | -22.12% | |
| 38 | GEF | Greif Inc-cl A | Stock-Other | 0.37% | -0.02% | — | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.30% | +0.01% | -20.77% | |
| 40 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.25% | -0.03% | — | |
| 41 | IFRA | Ishares US Infrastructure | ETF-Other | 0.24% | — | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.03% | -8.01% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.23% | — | — | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.23% | — | -1.29% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.22% | -0.01% | +0.09% | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.21% | — | -58.10% | |
| 47 | ✓ | Investment Managers Ser Tr I | Stock-Other | 0.19% | — | -37.09% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.19% | — | — | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.19% | — | — | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.19% | +0.10% | -13.70% |
According to official SEC Form 13F filings, Moneywise, Inc. reported a total U.S. public equity portfolio value of $268.1M across 59 disclosed positions in Q1 2024.
During Q1 2024, Moneywise, Inc.'s top holdings by market value included SCHX (17.8%)、SCHM (7.2%)、SCHA (6.8%). The largest single position, SCHX, represented 17.8% of total portfolio value.
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In Q1 2024, Moneywise, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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