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CIK: 0001703080
Total reported value
$268.1M
$268.1M
51 檔
32.9%
As reported in its official Q4 2024 Form 13F filing, Moneywise, Inc.'s tracked investment portfolio stood at $268.1M with 51 total positions.
In Q4 2024, Moneywise, Inc. adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, ITOT, SPY) accounted for 32.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.32% | -0.12% | +183.67% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.02% | +2.87% | +5.58% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.04% | -0.38% | +17.23% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 6.88% | -0.21% | +24.57% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 5.98% | -0.31% | +9.04% | |
| 6 | PTL | Inspire 500 ETF | ETF-Other | 5.78% | +1.43% | +25.03% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.14% | -0.01% | +500.79% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.08% | -0.25% | -14.81% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.48% | — | +10.80% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.89% | +0.09% | +146.24% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.64% | -0.21% | -0.78% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.52% | -0.10% | -31.96% | |
| 13 | QGRO | American Century US Quality | ETF-Other | 2.34% | -0.07% | -32.35% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.30% | -0.05% | +44.90% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.14% | -0.31% | -25.64% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.57% | — | +18.00% | |
| 17 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 1.32% | -0.08% | -35.45% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.29% | +0.01% | +191.42% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.26% | -0.08% | -4.46% | |
| 20 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.23% | +0.04% | -18.22% | |
| 21 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.07% | -0.05% | -33.77% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | -0.03% | -14.09% | |
| 23 | BIBL | Inspire 100 ETF | ETF-Other | 1.04% | -1.16% | +19.61% | |
| 24 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 1.03% | — | +18.21% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.92% | — | +15.74% | |
| 26 | IFRA | Ishares US Infrastructure | ETF-Other | 0.91% | — | +21.72% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.75% | -0.03% | +43.58% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.06% | -15.35% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | — | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | -0.04% | -3.86% | |
| 31 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.60% | -0.02% | -32.17% | |
| 32 | FTCS | First Trust Capital Strength | ETF-Other | 0.58% | -0.04% | -37.79% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.57% | -0.05% | -4.74% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | — | +35.32% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.03% | -0.38% | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.46% | -0.04% | -39.55% | |
| 37 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.44% | -0.04% | -18.42% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.36% | — | -0.31% | |
| 39 | GEF | Greif Inc-cl A | Stock-Other | 0.30% | -0.02% | — | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.24% | -0.01% | +300.02% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.21% | +0.26% | +228.31% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.03% | +0.28% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.21% | +0.01% | -22.82% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | +0.70% | -5.54% | |
| 45 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.14% | -0.02% | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.01% | -18.07% | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.12% | — | -39.54% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.12% | — | +0.12% | |
| 49 | RFDI | First Trst Dyn Devel Int ETF | ETF-Other | 0.11% | -0.01% | -80.43% | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.11% | +0.01% | — |
According to official SEC Form 13F filings, Moneywise, Inc. reported a total U.S. public equity portfolio value of $268.1M across 51 disclosed positions in Q4 2024.
During Q4 2024, Moneywise, Inc.'s top holdings by market value included SCHX (15.3%)、ITOT (9.0%)、SPY (7.0%). The largest single position, SCHX, represented 15.3% of total portfolio value.
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Top Position Liquidated / Trimmed
EFV
前期市值: $3.0M
In Q4 2024, Moneywise, Inc. made 49 total portfolio adjustments, initiating 0 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 9 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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