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CIK: 0001703080
Total reported value
$268.1M
$268.1M
56 檔
31.5%
According to the latest 13F quarterly dataset, Moneywise, Inc. managed an equity portfolio of $268.1M at the end of Q1 2025, spanning 56 distinct U.S. exchange-listed positions.
In Q1 2025, Moneywise, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 14.86% | -0.12% | -3.58% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.77% | +2.87% | -2.96% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 7.49% | -0.21% | +8.16% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.38% | -0.38% | +4.04% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.20% | -0.31% | +3.42% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.19% | -0.25% | -0.09% | |
| 7 | PTL | Inspire 500 ETF | ETF-Other | 4.86% | +1.43% | -17.36% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.17% | -0.08% | +220.67% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.51% | — | +4.74% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.64% | +0.09% | -8.67% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.43% | -0.01% | -52.11% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.18% | -0.21% | -23.53% | |
| 13 | QGRO | American Century US Quality | ETF-Other | 1.95% | -0.07% | -16.14% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.92% | -0.05% | -12.50% | |
| 15 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.80% | -0.10% | -20.58% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.76% | -0.31% | -20.97% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.74% | — | +4.07% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.53% | -0.04% | +160.86% | |
| 19 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 1.52% | — | +34.69% | |
| 20 | BIBL | Inspire 100 ETF | ETF-Other | 1.47% | -1.16% | +35.84% | |
| 21 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 1.16% | -0.08% | -15.85% | |
| 22 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.07% | -0.05% | -2.64% | |
| 23 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.06% | +0.04% | -7.41% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.03% | -5.19% | |
| 25 | IFRA | Ishares US Infrastructure | ETF-Other | 0.99% | — | +4.89% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.92% | — | +6.45% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.79% | -0.03% | -0.50% | |
| 28 | ESUM | Eventide US Market ETF | ETF-Other | 0.74% | +0.15% | — | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.65% | -0.05% | +0.16% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.06% | -2.84% | |
| 31 | FTCS | First Trust Capital Strength | ETF-Other | 0.58% | -0.04% | -7.71% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | — | -0.03% | |
| 33 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.49% | -0.02% | -22.61% | |
| 34 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.46% | -0.04% | -2.13% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.43% | -0.04% | -12.41% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | -0.03% | — | |
| 37 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.38% | -0.03% | — | |
| 38 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.38% | +0.04% | — | |
| 39 | BLES | Inspire Global Hope ETF | ETF-Other | 0.37% | -0.03% | — | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.01% | -70.23% | |
| 41 | WWJD | Inspire International ETF | ETF-Other | 0.35% | -0.06% | — | |
| 42 | ✓ | Neos ETF Trust | ETF-Other | 0.34% | — | — | |
| 43 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.33% | -0.01% | — | |
| 44 | GEF | Greif Inc-cl A | Stock-Other | 0.28% | -0.02% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.03% | +0.54% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.23% | -0.01% | +0.01% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | +0.26% | -9.61% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.19% | +0.01% | -2.32% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.18% | — | -47.40% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | +0.70% | +0.12% |
According to official SEC Form 13F filings, Moneywise, Inc. reported a total U.S. public equity portfolio value of $268.1M across 56 disclosed positions in Q1 2025.
During Q1 2025, Moneywise, Inc.'s top holdings by market value included SCHX (14.9%)、ITOT (8.8%)、VV (7.5%). The largest single position, SCHX, represented 14.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, ITOT, VV) accounted for 31.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $28.1M
In Q1 2025, Moneywise, Inc. made 50 total portfolio adjustments, initiating 50 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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