The Analysis of MONEYWISE, INC.'s Holdings
Currently, MONEYWISE, INC. holds 82 types of securities in its portfolio with a total value $240.4M. In the most recent quarter, they have increased their positions in IWO (+21.5K shares, valued at $7.0M), SHYM (+231.3K shares, valued at $5.1M), CGGR (+113.0K shares, valued at $5.0M); decreased their positions in MRSK (-146.0K shares, valued at $5.4M), ITOT (-23.6K shares, valued at $3.5M), SCHX (-60.5K shares, valued at $1.6M); initiated new positions in IWO (+21.5K shares, valued at $7.0M), SHYM (+231.3K shares, valued at $5.1M), CGGR (+113.0K shares, valued at $5.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR738.9K shares-7.57%2025-12-312026-02-05
MRSK NORTHERN LIGHTS FD TR458.8K shares-24.14%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR24.4K shares-4.55%2025-12-312026-02-05 IWV ISHARES TR39.5K shares2.29%2025-12-312026-02-05 VV VANGUARD INDEX FDS48.2K shares24.27%2025-12-312026-02-05 ITOT ISHARES TR71.9K shares-24.74%2025-12-312026-02-05 IEFA ISHARES TR115.3K shares25.64%2025-12-312026-02-05 PTL NORTHERN LTS FD TR IV35.3K shares10.04%2025-12-312026-02-05 ESUM STRATEGY SHS269.2K shares8.21%2025-12-312026-02-05 IWO ISHARES TR21.5K sharesnew addition2025-12-312026-02-05 XLK SELECT SECTOR SPDR TR47.4K shares89.18%2025-12-312026-02-05 BIBL NORTHERN LTS FD TR IV133.8K shares112.71%2025-12-312026-02-05 SHYM BLACKROCK ETF TRUST II231.3K sharesnew addition2025-12-312026-02-05 CGGR CAPITAL GROUP GROWTH ETF113.0K sharesnew addition2025-12-312026-02-05 SCHM SCHWAB STRATEGIC TR164.2K shares3.90%2025-12-312026-02-05 XLU SELECT SECTOR SPDR TR107.4K shares35.16%2025-12-312026-02-05 COWZ PACER FDS TR71.5K shares-21.96%2025-12-312026-02-05 TPIF TIMOTHY PLAN109.0K shares36.60%2025-12-312026-02-05 VTEB VANGUARD MUN BD FDS73.4K shares-19.53%2025-12-312026-02-05 IUSB ISHARES TR72.7K shares-18.70%2025-12-312026-02-05 IAGG ISHARES TR66.9K sharesnew addition2025-12-312026-02-05 SCHA SCHWAB STRATEGIC TR105.8K shares-23.02%2025-12-312026-02-05 SCHF SCHWAB STRATEGIC TR123.0K shares591.60%2025-12-312026-02-05 VUG VANGUARD INDEX FDS5.6K shares-0.96%2025-12-312026-02-05 VB VANGUARD INDEX FDS10.1K shares115.77%2025-12-312026-02-05 IVV ISHARES TR3.6K shares0.64%2025-12-312026-02-05 QGRO AMERICAN CENTY ETF TR20.2K shares-37.76%2025-12-312026-02-05 EEM ISHARES TR42.2K shares-3.13%2025-12-312026-02-05 VO VANGUARD INDEX FDS7.6K shares-15.11%2025-12-312026-02-05 IEMG ISHARES INC32.1K shares761.16%2025-12-312026-02-05 STRATEGY SHS STRATEGY SHS64.8K sharesnew addition2025-12-312026-02-05 FDLS NORTHERN LTS FD TR IV46.6K sharesnew addition2025-12-312026-02-05 IGSB ISHARES TR28.5K sharesnew addition2025-12-312026-02-05 ELCV STRATEGY SHS54.8K shares10.80%2025-12-312026-02-05 IWL ISHARES TR8.4K sharesnew addition2025-12-312026-02-05 ALPHABET INC ALPHABET INC4.6K shares-1.14%2025-12-312026-02-05 FLQM FRANKLIN TEMPLETON ETF TR25.0K shares-19.31%2025-12-312026-02-05 IJH ISHARES TR21.1K shares-3.90%2025-12-312026-02-05 CALF PACER FDS TR31.1K shares-50.97%2025-12-312026-02-05 MSFT MICROSOFT CORP2.7K shares-13.95%2025-12-312026-02-05 FYC FIRST TR EXCHANGE-TRADED ALP12.7K shares-50.43%2025-12-312026-02-05 VTI VANGUARD INDEX FDS3.6K shares-8.57%2025-12-312026-02-05 SCHE SCHWAB STRATEGIC TR35.7K sharesnew addition2025-12-312026-02-05 IVW ISHARES TR8.9K shares-2.06%2025-12-312026-02-05 WWJD NORTHERN LTS FD TR IV28.4K shares2.32%2025-12-312026-02-05 IWR ISHARES TR10.6K sharesnew addition2025-12-312026-02-05 BLES NORTHERN LTS FD TR IV23.1K shares2.35%2025-12-312026-02-05 PRAY NEOS ETF TRUST31.0K shares4.06%2025-12-312026-02-05 TPHD TIMOTHY PLAN23.5K shares7.83%2025-12-312026-02-05 TPSC TIMOTHY PLAN21.7K shares3.49%2025-12-312026-02-05 SCHJ SCHWAB STRATEGIC TR35.8K sharesnew addition2025-12-312026-02-05 MUST COLUMBIA ETF TR I41.8K shares-27.28%2025-12-312026-02-05 XMLV INVESCO EXCH TRADED FD TR II13.2K shares-2.70%2025-12-312026-02-05 AGG ISHARES TR8.0K sharesnew addition2025-12-312026-02-05 FTCS FIRST TR EXCHANGE-TRADED FD7.6K shares-14.08%2025-12-312026-02-05 GEF GREIF INC9.8K shares0.00%2025-12-312026-02-05 SHM SPDR SERIES TRUST12.7K shares-8.07%2025-12-312026-02-05 SCHG SCHWAB STRATEGIC TR17.2K shares0.01%2025-12-312026-02-05 IWM ISHARES TR2.1K sharesnew addition2025-12-312026-02-05 IJR ISHARES TR4.3K shares-23.63%2025-12-312026-02-05 BINC BLACKROCK ETF TRUST II8.8K shares-1.66%2025-12-312026-02-05 IVE ISHARES TR2.0K shares12.23%2025-12-312026-02-05 SCHZ SCHWAB STRATEGIC TR16.7K sharesnew addition2025-12-312026-02-05 NVDA NVIDIA CORPORATION1.9K shares-2.10%2025-12-312026-02-05 SPSM SPDR SERIES TRUST7.3K shares-9.70%2025-12-312026-02-05 GLD SPDR GOLD TR785 shares1.29%2025-12-312026-02-05 AAPL APPLE INC1.1K shares-53.64%2025-12-312026-02-05 RFDI FIRST TR EXCH TRADED FD III3.5K shares-4.90%2025-12-312026-02-05 BNDW VANGUARD SCOTTSDALE FDS3.8K shares0.89%2025-12-312026-02-05 VBK VANGUARD INDEX FDS842 sharesnew addition2025-12-312026-02-05 IJK ISHARES TR2.5K shares0.12%2025-12-312026-02-05 CSX CSX CORP6.5K shares0.00%2025-12-312026-02-05 ALPHABET INC ALPHABET INC740 sharesnew addition2025-12-312026-02-05 HD HOME DEPOT INC654 shares0.00%2025-12-312026-02-05 IJJ ISHARES TR1.7K shares0.36%2025-12-312026-02-05 NEE NEXTERA ENERGY INC2.7K shares0.56%2025-12-312026-02-05 SCHB SCHWAB STRATEGIC TR8.2K shares-0.22%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS722 sharesnew addition2025-12-312026-02-05 BWXT BWX TECHNOLOGIES INC1.2K shares-44.57%2025-12-312026-02-05 LMBS FIRST TR EXCHANGE-TRADED FD4.2K shares-2.62%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available