HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
570,444 | -20,248 | $32,173 |
| SCHX | 570,444 | -20,248 | $32,173 |
| SCHWAB STRATEGIC TR |
205,185 | -32,704 | $15,455 |
| SCHM | 205,185 | -32,704 | $15,455 |
| SCHWAB STRATEGIC TR |
313,020 | -42,197 | $14,787 |
| SCHA | 313,020 | -42,197 | $14,787 |
| PACER FDS TR |
303,710 | +16,688 | $14,587 |
| CALF | 303,710 | +16,688 | $14,587 |
| PACER FDS TR |
266,734 | -17,653 | $13,868 |
| COWZ | 266,734 | -17,653 | $13,868 |
| FRANKLIN TEMPLETON ETF TR (FLQM) |
223,283 | +30,443 | $10,747 |
| FLQM | 223,283 | +30,443 | $10,747 |
| AMERICAN CENTY ETF TR (QGRO) |
118,242 | +30,481 | $8,996 |
| QGRO | 118,242 | +30,481 | $8,996 |
| VANGUARD SCOTTSDALE FDS (BNDW) |
126,864 | -5,775 | $8,780 |
| BNDW | 126,864 | -5,775 | $8,780 |
| COLUMBIA ETF TR I (MUST) |
413,148 | -2,167 | $8,622 |
| MUST | 413,148 | -2,167 | $8,622 |
| SPDR SER TR (SHM) |
113,181 | -1,555 | $5,409 |
| SHM | 113,181 | -1,555 | $5,409 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
48,040 | -6,922 | $3,845 |
| FTCS | 48,040 | -6,922 | $3,845 |
| FIRST TR EXCHANGE TRADED ALP (FYC) |
50,958 | -4,832 | $3,206 |
| FYC | 50,958 | -4,832 | $3,206 |
| VANGUARD INDEX FDS (VO) |
12,016 | -1,880 | $2,795 |
| VO | 12,016 | -1,880 | $2,795 |
| SCHWAB STRATEGIC TR |
59,074 | +1,439 | $2,183 |
| SCHF | 59,074 | +1,439 | $2,183 |
| FIRST TR EXCH TRADED FD III (FMB) |
42,175 | -2,595 | $2,179 |
| FMB | 42,175 | -2,595 | $2,179 |
| ISHARES TR (IVV) |
3,779 | +413 | $1,805 |
| IVV | 3,779 | +413 | $1,805 |
| ISHARES TR (IJH) |
5,877 | -88 | $1,629 |
| IJH | 5,877 | -88 | $1,629 |
| FIRST TR EXCH TRADED FD III (RFDI) |
26,197 | -1,162 | $1,603 |
| RFDI | 26,197 | -1,162 | $1,603 |
| UNITED PARCEL SERVICE INC |
9,688 | -13 | $1,523 |
| UPS | 9,688 | -13 | $1,523 |
| NORTHERN LTS FD TR IV |
37,278 | +37,278 | $1,301 |
| BIBL | 37,278 | +37,278 | $1,301 |
| VANGUARD INDEX FDS (VB) |
6,016 | -329 | $1,283 |
| VB | 6,016 | -329 | $1,283 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
26,510 | -208 | $1,281 |
| LMBS | 26,510 | -208 | $1,281 |
| SPDR S&P 500 ETF TR (SPY) |
2,609 | +1,954 | $1,240 |
| SPY | 2,609 | +1,954 | $1,240 |
| INVESCO EXCH TRADED FD TR II (SPLV) |
18,515 | +71 | $1,160 |
| SPLV | 18,515 | +71 | $1,160 |
| INVESCO EXCH TRADED FD TR II (XMLV) |
20,341 | +55 | $1,082 |
| XMLV | 20,341 | +55 | $1,082 |
| VANGUARD CHARLOTTE FDS (BNDX) |
20,590 | -3,800 | $1,016 |
| BNDX | 20,590 | -3,800 | $1,016 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
21,329 | +4,436 | $951 |
| FIXD | 21,329 | +4,436 | $951 |
| ISHARES TR (IJR) |
7,988 | -177 | $865 |
| IJR | 7,988 | -177 | $865 |
| ISHARES TR (IVW) |
10,946 | +4,544 | $822 |
| IVW | 10,946 | +4,544 | $822 |
| ISHARES TR (IWV) |
2,564 | +2,564 | $702 |
| IWV | 2,564 | +2,564 | $702 |
| TIMOTHY PLAN |
21,054 | +21,054 | $697 |
| TPHD | 21,054 | +21,054 | $697 |
| SPDR SER TR (SPSM) |
16,350 | -783 | $690 |
| SPSM | 16,350 | -783 | $690 |
| GREIF INC |
9,750 | UNCH | $640 |
| GEF | 9,750 | UNCH | $640 |
| INVESTMENT MANAGERS SER TR I |
15,524 | +8,661 | $516 |
| CHGX | 15,524 | +8,661 | $516 |
| NUSHARES ETF TR (NUDM) |
17,163 | -52 | $505 |
| NUDM | 17,163 | -52 | $505 |
| APPLE INC |
2,477 | +2 | $477 |
| AAPL | 2,477 | +2 | $477 |
| EXXON MOBIL CORP |
4,171 | +355 | $417 |
| XOM | 4,171 | +355 | $417 |
| SCHWAB STRATEGIC TR |
8,778 | -649 | $409 |
| SCHZ | 8,778 | -649 | $409 |
| SCHWAB STRATEGIC TR |
4,299 | -211 | $357 |
| SCHG | 4,299 | -211 | $357 |
| ISHARES TR (CMBS) |
7,555 | -837 | $353 |
| CMBS | 7,555 | -837 | $353 |
| FIRST TR EXCH TRADED FD III (HDMV) |
11,644 | -477 | $336 |
| HDMV | 11,644 | -477 | $336 |
| ISHARES TR (IJJ) |
2,712 | +23 | $309 |
| IJJ | 2,712 | +23 | $309 |
| VANECK ETF TRUST (GRNB) |
12,817 | +766 | $305 |
| GRNB | 12,817 | +766 | $305 |
| ISHARES TR (IWP) |
2,808 | +2,808 | $293 |
| IWP | 2,808 | +2,808 | $293 |
| ISHARES TR (AGG) |
2,855 | +2,855 | $283 |
| AGG | 2,855 | +2,855 | $283 |
| VANGUARD INDEX FDS (VUG) |
875 | -68 | $272 |
| VUG | 875 | -68 | $272 |
| PROCTER AND GAMBLE CO |
1,833 | +5 | $269 |
| PG | 1,833 | +5 | $269 |
| SPDR INDEX SHS FDS (SPDW) |
7,542 | -573 | $257 |
| SPDW | 7,542 | -573 | $257 |
| SPDR GOLD TR (GLD) |
1,186 | UNCH | $227 |
| GLD | 1,186 | UNCH | $227 |
| CSX CORP |
6,518 | UNCH | $226 |
| CSX | 6,518 | UNCH | $226 |
See Full List: All Stocks Held By Moneywise Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Moneywise Inc.
|
Size ($ in 1000's)
At 12/31/2023: $174,140 At 09/30/2023: $159,437 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 |
