HoldingsChannel.com
Moneywise Inc. Top Holdings
As of  09/30/2022, below is a summary of the Moneywise Inc. top holdings by largest position size, as per the latest 13f filing made by Moneywise Inc.. In the Moneywise Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Moneywise Inc. in that top holding, then the share count change between reporting periods, and finally the Moneywise Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 641,901 -9,204 $27,185
     SCHX641,901-9,204$27,185
SCHWAB STRATEGIC TR 299,062 +28,297 $18,102
     SCHM299,062+28,297$18,102
SCHWAB STRATEGIC TR 421,022 +1,450 $15,915
     SCHA421,022+1,450$15,915
FIRST TR EXCH TRADED FD III (FMB) 117,057 +7,819 $5,703
     FMB117,057+7,819$5,703
VANGUARD SCOTTSDALE FDS (BNDW) 78,326 +4,718 $5,245
     BNDW78,326+4,718$5,245
SPDR SER TR (CWB) 72,648 +5,656 $4,599
     CWB72,648+5,656$4,599
PACER FDS TR 111,999 +70,681 $4,594
     COWZ111,999+70,681$4,594
PACER FDS TR 115,774 +71,931 $3,763
     CALF115,774+71,931$3,763
FIRST TR EXCHANGE TRADED FD (FTCS) 56,506 -927 $3,753
     FTCS56,506-927$3,753
FIRST TR EXCHANGE TRADED ALP (FYC) 59,274 -299 $3,194
     FYC59,274-299$3,194
VANGUARD INDEX FDS (VO) 16,071 +75 $3,021
     VO16,071+75$3,021
SPDR SER TR (SHM) 59,819 -10,216 $2,757
     SHM59,819-10,216$2,757
VANGUARD CHARLOTTE FDS (BNDX) 40,638 -8,326 $1,940
     BNDX40,638-8,326$1,940
FIRST TR EXCHANGE TRADED FD (LMBS) 36,117 +553 $1,710
     LMBS36,117+553$1,710
SCHWAB STRATEGIC TR 58,241 +2,203 $1,638
     SCHF58,241+2,203$1,638
INVESCO EXCH TRADED FD TR II (SPLV) 28,262 -643 $1,634
     SPLV28,262-643$1,634
UNITED PARCEL SERVICE INC 9,713 UNCH $1,569
     UPS9,713UNCH$1,569
ISHARES TR (IJH) 6,326 -8,890 $1,387
     IJH6,326-8,890$1,387
ISHARES TR (IVV) 3,303 -6,138 $1,185
     IVV3,303-6,138$1,185
VANGUARD INDEX FDS (VB) 6,807 +81 $1,163
     VB6,807+81$1,163
INVESCO EXCH TRADED FD TR II (XMLV) 22,125 +53 $1,063
     XMLV22,125+53$1,063
FIRST TR EXCH TRADED FD III (RFDI) 18,914 +3,887 $873
     RFDI18,914+3,887$873
FIRST TR EXCHNG TRADED FD VI (FIXD) 18,759 -349 $817
     FIXD18,759-349$817
SPDR SER TR (SPSM) 23,161 -428 $789
     SPSM23,161-428$789
FIRST TR EXCHANGE TRADED FD (FTSM) 13,245 +3,890 $786
     FTSM13,245+3,890$786
ISHARES TR (IJR) 8,116 -21,913 $708
     IJR8,116-21,913$708
GREIF INC 9,750 UNCH $581
     GEF9,750UNCH$581
ISHARES TR (ICF) 10,183 -5,571 $546
     ICF10,183-5,571$546
ISHARES TR (MUB) 5,146 -8,204 $528
     MUB5,146-8,204$528
SCHWAB STRATEGIC TR 9,764 -41 $442
     SCHZ9,764-41$442
SCHWAB STRATEGIC TR 9,067 -2,716 $438
     SCHO9,067-2,716$438
NUSHARES ETF TR (NURE) 12,917 +12,917 $384
     NURE12,917+12,917$384
FIRST TR EXCH TRADED FD III (HDMV) 15,123 +226 $371
     HDMV15,123+226$371
ISHARES TR (CMBS) 7,726 +805 $354
     CMBS7,726+805$354
VANGUARD INDEX FDS (VNQ) 4,408 +197 $353
     VNQ4,408+197$353
EXXON MOBIL CORP 3,778 +208 $330
     XOM3,778+208$330
APPLE INC 2,363 +2 $327
     AAPL2,363+2$327
ISHARES TR (IVW) 5,638 +13 $326
     IVW5,638+13$326
NUSHARES ETF TR (NUDM) 13,845 +886 $309
     NUDM13,845+886$309
NEXTERA ENERGY INC 3,880 UNCH $304
     NEE3,880UNCH$304
SSGA ACTIVE ETF TR (TOTL) 7,331 -1,070 $295
     TOTL7,331-1,070$295
SCHWAB STRATEGIC TR 4,612 +4 $257
     SCHG4,612+4$257
ISHARES TR (IJJ) 2,660 -345 $239
     IJJ2,660-345$239
INVESCO EXCH TRADED FD TR II (XSLV) 5,846 +9 $237
     XSLV5,846+9$237
VANECK ETF TRUST (GRNB) 10,018 -262 $225
     GRNB10,018-262$225
NUSHARES ETF TR (NUSC) 6,453 UNCH $207
     NUSC6,453UNCH$207
COLUMBIA ETF TR I (MUST) 10,352 +10,352 $202
     MUST10,352+10,352$202

See Full List: All Stocks Held By Moneywise Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Moneywise Inc.

Size ($ in 1000's)
At 09/30/2022: $122,548
At 06/30/2022: $128,308

Moneywise Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moneywise Inc. 13F filings. Link to 13F filings: SEC filings

Moneywise Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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