Moneywise, Inc. Top Holdings and 13F Report (2024) → These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad) About Moneywise, Inc.Investment ActivityMoneywise, Inc. has $183.98 million in total holdings as of March 31, 2024.Moneywise, Inc. owns shares of 59 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 18.51% of the portfolio was purchased this quarter.About 18.49% of the portfolio was sold this quarter.This quarter, Moneywise, Inc. has purchased 52 new stocks and bought additional shares in 10 stocks.Moneywise, Inc. sold shares of 32 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $32,697,989Schwab U.S. Mid-Cap ETF $13,157,206Schwab US Small-Cap ETF $12,587,237Pacer US Small Cap Cash Cows 100 ETF $12,234,263Pacer US Cash Cows 100 ETF $11,979,073 Largest New Holdings this Quarter iShares Core S&P Total U.S. Stock Market ETF $10,385,156 HoldingiShares Core Total USD Bond Market ETF $3,580,947 HoldingVanguard Large-Cap ETF $3,147,829 HoldingVanguard Tax-Exempt Bond ETF $1,730,748 HoldingiShares MSCI EAFE Value ETF $872,717 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 90,071 shares (about $10.39M)iShares Core Total USD Bond Market ETF 78,547 shares (about $3.58M)Vanguard Large-Cap ETF 13,129 shares (about $3.15M)SPDR S&P 500 ETF Trust 5,411 shares (about $2.83M)iShares Russell 3000 ETF 7,582 shares (about $2.28M) Largest Sales this Quarter Franklin U.S. Mid Cap Multifactor Index ETF 94,589 shares (about $5.06M)Schwab U.S. Mid-Cap ETF 43,608 shares (about $3.55M)Pacer US Cash Cows 100 ETF 60,589 shares (about $3.52M)Vanguard Total World Bond ETF 49,632 shares (about $3.41M)Schwab US Small-Cap ETF 57,390 shares (about $2.83M) 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$32,697,989$2,703,768 ▼-7.6%526,87717.8%ETFSCHMSchwab U.S. Mid-Cap ETF$13,157,206$3,550,997 ▼-21.3%161,5777.2%ETFSCHASchwab US Small-Cap ETF$12,587,237$2,825,887 ▼-18.3%255,6306.8%ETFCALFPacer US Small Cap Cash Cows 100 ETF$12,234,263$2,696,133 ▼-18.1%248,8666.6%ETFCOWZPacer US Cash Cows 100 ETF$11,979,073$3,520,823 ▼-22.7%206,1456.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$10,385,156$10,385,156 ▲New Holding90,0715.6%ETFQGROAmerican Century U.S. Quality Growth ETF$8,518,798$1,524,672 ▼-15.2%100,2924.6%ETFMUSTColumbia Multi-Sector Municipal Income ETF$7,354,922$1,180,720 ▼-13.8%355,9984.0%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$6,880,001$5,056,742 ▼-42.4%128,6943.7%ETFBNDWVanguard Total World Bond ETF$5,298,864$3,405,236 ▼-39.1%77,2322.9%ETFSPYSPDR S&P 500 ETF Trust$4,194,838$2,830,208 ▲207.4%8,0202.3%FinanceSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$4,130,835$1,238,468 ▼-23.1%87,0752.2%FinanceIUSBiShares Core Total USD Bond Market ETF$3,580,947$3,580,947 ▲New Holding78,5471.9%ManufacturingBIBLInspire 100 ETF$3,154,066$1,703,587 ▲117.4%81,0611.7%ETFVVVanguard Large-Cap ETF$3,147,829$3,147,829 ▲New Holding13,1291.7%ETFFTCSFirst Trust Capital Strength ETF$3,085,011$1,029,593 ▼-25.0%36,0191.7%ETFIWViShares Russell 3000 ETF$3,044,652$2,275,237 ▲295.7%10,1461.7%ETFFYCFirst Trust Small Cap Growth AlphaDEX Fund$3,008,115$339,578 ▼-10.1%45,7891.6%ETFVOVanguard Mid-Cap ETF$2,611,396$391,047 ▼-13.0%10,4511.4%ETFIVWiShares S&P 500 Growth ETF$2,216,331$1,292,036 ▲139.8%26,2471.2%ETFIVViShares Core S&P 500 ETF$2,016,108$29,440 ▲1.5%3,8351.1%ETFTPHDTimothy Plan High Dividend Stock ETF$1,922,374$1,160,847 ▲152.4%53,1481.0%ETFSCHFSchwab International Equity ETF$1,863,890$441,156 ▼-19.1%47,7681.0%ETFFMBFirst Trust Managed Municipal ETF$1,826,543$339,536 ▼-15.7%35,5641.0%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$1,730,748$1,730,748 ▲New Holding34,2050.9%ETFIJHiShares Core S&P Mid-Cap ETF$1,709,432$1,352,458 ▲378.9%28,1430.9%ETFUPSUnited Parcel Service$1,439,9270.0%9,6880.8%TransportationRFDIFirst Trust RiverFront Dynamic Developed International ETF$1,322,429$361,264 ▼-21.5%20,5760.7%ETFVBVanguard Small-Cap ETF$1,309,103$66,061 ▼-4.8%5,7270.7%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,143,239$76,343 ▼-6.3%17,3560.6%ETFXMLVInvesco S&P MidCap Low Volatility ETF$1,092,414$54,821 ▼-4.8%19,3690.6%ETFLMBSFirst Trust Low Duration Opportunities ETF$980,857$298,228 ▼-23.3%20,3290.5%ManufacturingEFViShares MSCI EAFE Value ETF$872,717$872,717 ▲New Holding16,0430.5%ETFDGROiShares Core Dividend Growth ETF$872,370$872,370 ▲New Holding15,0250.5%ETFIWPiShares Russell Mid-Cap Growth ETF$870,511$550,019 ▲171.6%7,6270.5%ETFIJRiShares Core S&P Small-Cap ETF$864,745$18,126 ▼-2.1%7,8240.5%ETFBNDXVanguard Total International Bond ETF$788,782$224,066 ▼-22.1%16,0350.4%ETFGEFGreif$673,2380.0%9,7500.4%Industrial ProductsSPSMSPDR Portfolio S&P 600 Small Cap ETF$557,524$146,160 ▼-20.8%12,9540.3%ETFBINCBlackRock Flexible Income ETF$460,113$460,113 ▲New Holding8,7710.3%ETFIFRAiShares U.S. Infrastructure ETF$449,423$449,423 ▲New Holding10,3650.2%ETFXOMExxon Mobil$446,046$38,827 ▼-8.0%3,8370.2%Oils/EnergyEMXCiShares MSCI Emerging Markets ex China ETF$429,752$429,752 ▲New Holding7,4650.2%ManufacturingAAPLApple$419,254$5,487 ▼-1.3%2,4450.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$398,983$371 ▲0.1%4,3030.2%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$389,599$540,320 ▼-58.1%8,9360.2%ManufacturingCHGXAXS Change Finance ESG ETF$358,250$211,223 ▼-37.1%9,7660.2%ETFEFGiShares MSCI EAFE Growth ETF$349,657$349,657 ▲New Holding3,3690.2%ETFIYWiShares U.S. Technology ETF$348,982$348,982 ▲New Holding2,5840.2%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$348,450$55,338 ▼-13.7%7,5750.2%ETFHDMVFirst Trust Horizon Managed Volatility Developed International ETF$331,921$8,898 ▼-2.6%11,3400.2%ETFCMBSiShares CMBS ETF$322,541$33,300 ▼-9.4%6,8480.2%ETFNUDMNuShares ESG International Developed Markets Equity ETF$312,618$220,622 ▼-41.4%10,0620.2%ETFVUGVanguard Growth ETF$301,582$344 ▲0.1%8760.2%ETFBWXTBWX Technologies$269,0700.0%2,6220.1%Computer and TechnologyGLDSPDR Gold Shares$243,9840.0%1,1860.1%FinanceCSXCSX$241,6220.0%6,5180.1%TransportationIJKiShares S&P Mid-Cap 400 Growth ETF$229,464$229,464 ▲New Holding2,5150.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$204,621$75,031 ▼-26.8%2,0890.1%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$0$309,241 ▼-100.0%00.0%ETFGRNBVanEck Green Bond ETF$0$305,441 ▼-100.0%00.0%ETFPGProcter & Gamble$0$268,599 ▼-100.0%00.0%Consumer StaplesSPDWSPDR Portfolio Developed World ex-US ETF$0$256,508 ▼-100.0%00.0%ETFNUSCNuveen ESG Small-Cap ETF$0$205,646 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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