Moneywise, INC. — Q4 2025 13F 持股

Name: Moneywise, INC. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001703080

申报总市值

US$2.3亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHX	Schwab US Large-cap ETF	ETF-其他	8.27%	-0.33%	-7.57%
2	MRSK	Toews Agility Shares Managed	ETF-其他	7.02%	-6.78%	-24.14%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	6.93%	-0.07%	-4.55%
4	IWV	Ishares Russell 3000 ETF	ETF-其他	6.36%	+0.16%	+2.29%
5	VV	Vanguard Large-cap ETF	ETF-其他	6.31%	-0.37%	+24.27%
6	ITOT	Ishares Core S&p Total U.s.	ETF-其他	4.45%	-0.80%	-24.74%
7	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	4.29%	-0.59%	+25.64%
8	PTL	Inspire 500 ETF	ETF-其他	3.64%	-0.28%	+10.04%
9	ESUM	Eventide US Market ETF	ETF-其他	3.02%	—	+8.21%
10	IWO	Ishares Russell 2000 Growth	ETF-中小型股	2.89%	-0.65%	—
11	XLK	Ss Technology Select Sector	ETF-科技型	2.84%	-2.84%	EXIT
12	BIBL	Inspire 100 ETF	ETF-其他	2.51%	-0.42%	+112.71%
13	SHYM	Ishares Short Duration High	ETF-其他	2.14%	-2.14%	EXIT
14	CGGR	Cap Group Growth Equity	ETF-其他	2.09%	-2.09%	EXIT
15	SCHM	Schwab US Mid Cap ETF	ETF-其他	2.05%	+0.39%	+3.90%
16	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	1.91%	-1.91%	EXIT
17	COWZ	Pacer US Cash Cows 100 ETF	ETF-其他	1.79%	-0.22%	-21.96%
18	TPIF	Timothy Plan Intl ETF	ETF-其他	1.57%	-1.39%	+36.60%
19	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.54%	-0.15%	-19.53%
20	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.41%	-0.08%	-18.70%
21	IAGG	Ishares Intl Aggregate Bond	ETF-其他	1.39%	+0.84%	—
22	SCHA	Schwab US Small-cap ETF	ETF-其他	1.25%	-0.27%	-23.02%
23	SCHF	Schwab Intl Equity ETF	ETF-其他	1.23%	+0.83%	+591.60%
24	VUG	Vanguard Growth ETF	ETF-其他	1.14%	-0.79%	-0.96%
25	VB	Vanguard Small-cap ETF	ETF-其他	1.09%	—	+115.77%
26	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.03%	+0.21%	+0.64%
27	QGRO	American Century US Quality	ETF-其他	0.96%	-0.16%	-37.76%
28	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.96%	+2.07%	-3.13%
29	VO	Vanguard Mid-cap ETF	ETF-其他	0.92%	—	-15.11%
30	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.90%	+0.25%	+761.16%
31	ESSC	Eventide Small Cap ETF	ETF-中小型股	0.70%	+1.51%	—
32	FDLS	Inspire Fidelis Multi Factor	ETF-其他	0.69%	+0.49%	—
33	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.63%	+0.21%	—
34	ELCV	Eventide High Dividend ETF	ETF-其他	0.61%	—	+10.80%
35	IWL	Ishares Russell Top 200 ETF	ETF-其他	0.60%	+0.41%	—
36	GOOG	Alphabet Inc-cl C	股票-通信服务	0.60%	—	-1.14%
37	FLQM	Franklin U.s. Mid Cap Multif	ETF-其他	0.58%	—	-19.31%
38	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.58%	—	-3.90%
39	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-其他	0.57%	—	-50.97%
40	MSFT	Microsoft CORP	股票-科技	0.53%	—	-13.95%
41	FYC	First Trust Small Cap Growth	ETF-中小型股	0.51%	—	-50.43%
42	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.50%	—	-8.57%
43	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.49%	+0.16%	—
44	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.46%	—	-2.06%
45	WWJD	Inspire International ETF	ETF-其他	0.43%	+0.29%	+2.32%
46	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.43%	+0.29%	—
47	BLES	Inspire Global Hope ETF	ETF-其他	0.41%	—	+2.35%
48	✓	Neos ETF Trust	ETF-其他	0.40%	-0.40%	EXIT
49	TPHD	Timothy Plan High Dvd Stck	ETF-其他	0.38%	-0.38%	EXIT
50	TPSC	Timothy Plan US Small Cap Co	ETF-中小型股	0.37%	-0.23%	+3.49%

1–50 of 82

本季持股变动

Moneywise, INC. 于截至 Q4 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	BIBL	Inspire 100 ETF	+1.3%	+112.71%	加仓
2	SCHF	Schwab Intl Equity ETF	+1%	+591.60%	加仓
3	VV	Vanguard Large-cap ETF	+0.9%	+24.27%	加仓
4	IEMG	Ishares Core Msci Emerging	+0.8%	+761.16%	加仓
5	IEFA	Ishares Core Msci Eafe ETF	+0.7%	+25.64%	加仓
6	VB	Vanguard Small-cap ETF	+0.6%	+115.77%	加仓
7	TPIF	Timothy Plan Intl ETF	+0.4%	+36.60%	加仓
8	GOOG	Alphabet Inc-cl C	+0.1%	-1.14%	减仓
9	PTL	Inspire 500 ETF	0%	+10.04%	加仓
10	ESUM	Eventide US Market ETF	0%	+8.21%	加仓
11	SCHM	Schwab US Mid Cap ETF	-0.1%	+3.90%	加仓
12	AAPL	Apple INC	-0.2%	-53.64%	减仓
13	MUST	Columbia Multi-sect Muni INC	-0.2%	-27.28%	减仓
14	MSFT	Microsoft CORP	-0.2%	-13.95%	减仓
15	FLQM	Franklin U.s. Mid Cap Multif	-0.2%	-19.31%	减仓
16	IWV	Ishares Russell 3000 ETF	-0.3%	+2.29%	加仓
17	VO	Vanguard Mid-cap ETF	-0.3%	-15.11%	减仓
18	XLK	Ss Technology Select Sector	-0.4%	+89.18%	加仓
19	SCHA	Schwab US Small-cap ETF	-0.5%	-23.02%	减仓
20	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.5%	-18.70%	减仓
21	VTEB	Vanguard Tax-exempt Bond ETF	-0.5%	-19.53%	减仓
22	FYC	First Trust Small Cap Growth	-0.5%	-50.43%	减仓
23	COWZ	Pacer US Cash Cows 100 ETF	-0.6%	-21.96%	减仓
24	CALF	Pcr US Sm Cp Csh Cws Etf-usd	-0.7%	-50.97%	减仓
25	QGRO	American Century US Quality	-0.7%	-37.76%	减仓
26	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.8%	-4.55%	减仓
27	XLU	St Sr Utl Sl Se Spdr Etf-usd	-1.2%	+35.16%	加仓
28	SCHX	Schwab US Large-cap ETF	-1.3%	-7.57%	减仓
29	ITOT	Ishares Core S&p Total U.s.	-1.8%	-24.74%	减仓
30	MRSK	Toews Agility Shares Managed	-2.7%	-24.14%	减仓
31	IWP	Ishares Russell Mid-cap Grow	—	EXIT	清仓
32	IWO	Ishares Russell 2000 Growth	—	NEW	新建仓
33	SHYM	Ishares Short Duration High	—	NEW	新建仓
34	CGGR	Cap Group Growth Equity	—	NEW	新建仓
35	IAGG	Ishares Intl Aggregate Bond	—	NEW	新建仓
36	ESSC	Eventide Small Cap ETF	—	NEW	新建仓
37	FDLS	Inspire Fidelis Multi Factor	—	NEW	新建仓
38	IGSB	Ishares 1-5y Inv Grade CORP	—	NEW	新建仓
39	IWL	Ishares Russell Top 200 ETF	—	NEW	新建仓
40	SCHE	Schwab Emrg Mrkts Eqty ETF	—	NEW	新建仓
41	IWR	Ishares Russell Mid-cap ETF	—	NEW	新建仓
42	SCHJ	Schwab 1-5 Yr CORP Bnd ETF	—	NEW	新建仓
43	UPS	United Parcel Service-cl B	—	EXIT	清仓
44	AGG	Ishares Core U.s. Aggregate	—	NEW	新建仓
45	IWM	Ishares Russell 2000 ETF	—	NEW	新建仓
46	NUE	Nucor CORP	—	EXIT	清仓
47	XOM	Exxon Mobil CORP	—	EXIT	清仓
48	SCHZ	Schwab US Aggregate Bond ETF	—	NEW	新建仓
49	VBK	Vanguard Small-cap Grwth ETF	—	NEW	新建仓
50	GE	General Electric	—	EXIT	清仓