Moneywise, Inc. Top Holdings and 13F Report (2025) About Moneywise, Inc.Investment ActivityMoneywise, Inc. has $188.88 million in total holdings as of March 31, 2025.Moneywise, Inc. owns shares of 56 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 9.00% of the portfolio was purchased this quarter.About 9.59% of the portfolio was sold this quarter.This quarter, Moneywise, Inc. has purchased 51 new stocks and bought additional shares in 18 stocks.Moneywise, Inc. sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $28,068,680iShares Core S&P Total U.S. Stock Market ETF $16,565,329Vanguard Large-Cap ETF $14,153,115SPDR S&P 500 ETF Trust $13,934,822iShares Russell 3000 ETF $11,718,227 Largest New Holdings this Quarter 86280R787 - STRATEGY SHS $1,403,040 Holding887432334 - Timothy Plan International ETF $724,140 Holding86280R811 - STRATEGY SHS $719,075 Holding66538H658 - Inspire Global Hope ETF $702,957 Holding66538H419 - Inspire International ETF $663,248 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 20,955 shares (about $5.42M)Vanguard Small-Cap ETF 8,056 shares (about $1.79M)STRATEGY SHS 59,427 shares (about $1.40M)Vanguard Large-Cap ETF 4,156 shares (about $1.07M)Timothy Plan High Dividend Stock ETF 19,695 shares (about $740.93K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 85,693 shares (about $5.00M)NORTHERN LTS FD TR IV 9,378 shares (about $1.93M)iShares Core S&P Small-Cap ETF 15,700 shares (about $1.64M)iShares Core Total USD Bond Market ETF 27,434 shares (about $1.26M)Schwab US Large-Cap ETF 47,182 shares (about $1.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoneywise, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$28,068,680$1,041,779 ▼-3.6%1,271,22614.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$16,565,329$505,732 ▼-3.0%135,7708.8%ETFVVVanguard Large-Cap ETF$14,153,115$1,068,218 ▲8.2%55,0647.5%ETFSPYSPDR S&P 500 ETF Trust$13,934,822$540,925 ▲4.0%24,9117.4%FinanceIWViShares Russell 3000 ETF$11,718,227$387,198 ▲3.4%36,8926.2%ETFCOWZPacer US Cash Cows 100 ETF$9,809,714$8,926 ▼-0.1%179,1405.2%ETFNORTHERN LTS FD TR IV$9,172,697$1,927,222 ▼-17.4%44,6354.9%INSPIRE 500 ETFVOVanguard Mid-Cap ETF$7,875,299$5,419,424 ▲220.7%30,4514.2%ETFIVWiShares S&P 500 Growth ETF$6,638,094$300,305 ▲4.7%71,5083.5%ETFSCHMSchwab U.S. Mid-Cap ETF$4,978,673$472,464 ▼-8.7%190,0262.6%ETFIJHiShares Core S&P Mid-Cap ETF$4,595,695$5,000,176 ▼-52.1%78,7612.4%ETFIUSBiShares Core Total USD Bond Market ETF$4,108,206$1,264,156 ▼-23.5%89,1542.2%ManufacturingQGROAmerican Century STOXX U.S. Quality Growth ETF$3,683,724$709,075 ▼-16.1%39,3272.0%ETFSCHASchwab US Small-Cap ETF$3,632,483$519,067 ▼-12.5%155,0361.9%ETFCALFPacer US Small Cap Cash Cows ETF$3,399,073$880,687 ▼-20.6%90,6421.8%ETFVTEBVanguard Tax-Exempt Bond ETF$3,331,824$883,928 ▼-21.0%67,1471.8%ETFDGROiShares Core Dividend Growth ETF$3,285,252$128,378 ▲4.1%53,1771.7%ETFVBVanguard Small-Cap ETF$2,896,835$1,786,352 ▲160.9%13,0641.5%ETFTPHDTimothy Plan High Dividend Stock ETF$2,876,772$740,928 ▲34.7%76,4691.5%ETFBIBLInspire 100 ETF$2,775,985$732,483 ▲35.8%72,2721.5%ETFMUSTColumbia Multi-Sector Municipal Income ETF$2,192,541$413,090 ▼-15.9%108,8921.2%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$2,021,303$54,706 ▼-2.6%38,1311.1%ETFFYCFirst Trust Small Cap Growth AlphaDEX Fund$2,010,429$160,994 ▼-7.4%29,2211.1%ETFIVViShares Core S&P 500 ETF$1,880,027$102,823 ▼-5.2%3,3461.0%ETFIFRAiShares U.S. Infrastructure ETF$1,862,174$86,761 ▲4.9%41,3171.0%ETFIYWiShares U.S. Technology ETF$1,728,913$104,766 ▲6.5%12,3110.9%ManufacturingBINCiShares Flexible Income Active ETF$1,496,830$7,595 ▼-0.5%28,5760.8%ETFSTRATEGY SHS$1,403,040$1,403,040 ▲New Holding59,4270.7%EVENTIDE US MRKTSPLVInvesco S&P 500 Low Volatility ETF$1,221,646$1,943 ▲0.2%16,3500.6%ETFMSFTMicrosoft$1,118,303$32,659 ▼-2.8%2,9790.6%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$1,091,824$91,165 ▼-7.7%12,1800.6%ETFVTIVanguard Total Stock Market ETF$937,900$275 ▼0.0%3,4130.5%ETFBNDWVanguard Total World Bond ETF$934,868$273,111 ▼-22.6%13,5860.5%ETFXMLVInvesco S&P MidCap Low Volatility ETF$877,899$19,071 ▼-2.1%14,2240.5%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$806,629$114,335 ▼-12.4%16,9460.4%FinanceGOOGAlphabet$787,0870.0%5,0380.4%Computer and TechnologyTPIFTimothy Plan International ETF$724,140$724,140 ▲New Holding25,1870.4%ETFSTRATEGY SHS$719,075$719,075 ▲New Holding28,8900.4%EVENTIDE HIGH DIBLESInspire Global Hope ETF$702,957$702,957 ▲New Holding18,6310.4%ETFIJRiShares Core S&P Small-Cap ETF$695,886$1,641,684 ▼-70.2%6,6550.4%ETFWWJDInspire International ETF$663,248$663,248 ▲New Holding21,5730.4%ETFPRAYFIS Biblically Responsible Risk Managed ETF$634,694$634,694 ▲New Holding22,3410.3%ETFTPSCTimothy Plan US Small Cap Core ETF$631,589$631,589 ▲New Holding17,0570.3%ETFGEFGreif$536,1530.0%9,7500.3%IndustrialsXOMExxon Mobil$466,128$2,498 ▲0.5%3,9190.2%EnergySCHGSchwab U.S. Large-Cap Growth ETF$429,851$50 ▲0.0%17,1670.2%ETFSCHFSchwab International Equity ETF$408,907$43,456 ▼-9.6%20,6730.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$366,262$8,682 ▼-2.3%8,9860.2%ETFAAPLApple$336,527$303,207 ▼-47.4%1,5150.2%Computer and TechnologyVUGVanguard Growth ETF$309,904$371 ▲0.1%8360.2%ETFBWXTBWX Technologies$255,1090.0%2,5860.1%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$247,591$1,032 ▲0.4%5,0360.1%ManufacturingRFDIFirst Trust RiverFront Dynamic Developed International ETF$241,190$66 ▲0.0%3,6280.1%ETFGLDSPDR Gold Shares$223,309$223,309 ▲New Holding7750.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$210,419$250 ▲0.1%2,5270.1%ETFNVDANVIDIA$206,3560.0%1,9040.1%Computer and TechnologyUPSUnited Parcel Service$0$1,221,657 ▼-100.0%00.0%TransportationCSXCSX$0$210,336 ▼-100.0%00.0%TransportationIJJiShares S&P Mid-Cap 400 Value ETF$0$204,809 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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