HoldingsChannel.com
All Stocks Held By Moneywise Inc.
As of  12/31/2022, we find all stocks held by Moneywise Inc. to be as follows, presented in the table below with each row detailing each Moneywise Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Moneywise Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Moneywise Inc. as of the latest filing.

   EntityAmountChange
 09/30/2022 to 12/31/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 608,078 -33,823 $27,455
     SCHX608,078-33,823$27,455
SCHWAB STRATEGIC TR 271,083 -27,979 $17,786
     SCHM271,083-27,979$17,786
SCHWAB STRATEGIC TR 394,148 -26,874 $15,967
     SCHA394,148-26,874$15,967
PACER FDS TR 249,648 +137,649 $11,546
     COWZ249,648+137,649$11,546
VANGUARD SCOTTSDALE FDS (BNDW) 102,550 +24,224 $6,876
     BNDW102,550+24,224$6,876
PACER FDS TR 162,092 +46,318 $5,827
     CALF162,092+46,318$5,827
FIRST TR EXCHANGE TRADED FD (FTCS) 57,431 +925 $4,304
     FTCS57,431+925$4,304
COLUMBIA ETF TR I (MUST) 203,722 +193,370 $4,107
     MUST203,722+193,370$4,107
VANGUARD INDEX FDS (VO) 15,733 -338 $3,207
     VO15,733-338$3,207
FIRST TR EXCHANGE TRADED ALP (FYC) 57,623 -1,651 $3,185
     FYC57,623-1,651$3,185
SPDR SER TR (CWB) 44,158 -28,490 $2,841
     CWB44,158-28,490$2,841
FRANKLIN TEMPLETON ETF TR (FLQM) 64,786 +64,786 $2,690
     FLQM64,786+64,786$2,690
SPDR SER TR (SHM) 56,343 -3,476 $2,647
     SHM56,343-3,476$2,647
FIRST TR EXCH TRADED FD III (FMB) 39,359 -77,698 $1,972
     FMB39,359-77,698$1,972
SCHWAB STRATEGIC TR 60,803 +2,562 $1,958
     SCHF60,803+2,562$1,958
INVESCO EXCH TRADED FD TR II (SPLV) 27,540 -722 $1,760
     SPLV27,540-722$1,760
UNITED PARCEL SERVICE INC 9,701 -12 $1,686
     UPS9,701-12$1,686
FIRST TR EXCH TRADED FD III (RFDI) 29,291 +10,377 $1,557
     RFDI29,291+10,377$1,557
ISHARES TR (IJH) 5,511 -815 $1,333
     IJH5,511-815$1,333
VANGUARD CHARLOTTE FDS (BNDX) 26,791 -13,847 $1,271
     BNDX26,791-13,847$1,271
VANGUARD INDEX FDS (VB) 6,898 +91 $1,266
     VB6,898+91$1,266
ISHARES TR (IVV) 3,280 -23 $1,260
     IVV3,280-23$1,260
FIRST TR EXCHANGE TRADED FD (LMBS) 24,447 -11,670 $1,159
     LMBS24,447-11,670$1,159
INVESCO EXCH TRADED FD TR II (XMLV) 21,411 -714 $1,145
     XMLV21,411-714$1,145
SPDR SER TR (SPSM) 21,908 -1,253 $810
     SPSM21,908-1,253$810
ISHARES TR (IJR) 8,117 +1 $768
     IJR8,117+1$768
FIRST TR EXCHNG TRADED FD VI (FIXD) 17,040 -1,719 $748
     FIXD17,040-1,719$748
GREIF INC 9,750 UNCH $654
     GEF9,750UNCH$654
SCHWAB STRATEGIC TR 9,539 -225 $435
     SCHZ9,539-225$435
NUSHARES ETF TR (NURE) 14,930 +2,013 $424
     NURE14,930+2,013$424
VANGUARD INDEX FDS (VNQ) 4,605 +197 $380
     VNQ4,605+197$380
ISHARES TR (CMBS) 8,065 +339 $370
     CMBS8,065+339$370
FIRST TR EXCHANGE TRADED FD (FTSM) 6,074 -7,171 $361
     FTSM6,074-7,171$361
NUSHARES ETF TR (NUDM) 13,997 +152 $361
     NUDM13,997+152$361
ISHARES TR (IVW) 5,649 +11 $330
     IVW5,649+11$330
FIRST TR EXCH TRADED FD III (HDMV) 11,833 -3,290 $321
     HDMV11,833-3,290$321
APPLE INC 2,366 +3 $307
     AAPL2,366+3$307
EXXON MOBIL CORP 2,678 -1,100 $295
     XOM2,678-1,100$295
ISHARES TR (IJJ) 2,672 +12 $269
     IJJ2,672+12$269
SCHWAB STRATEGIC TR 5,476 -3,591 $264
     SCHO5,476-3,591$264
INVESCO EXCH TRADED FD TR II (XSLV) 5,847 +1 $261
     XSLV5,847+1$261
SCHWAB STRATEGIC TR 4,616 +4 $256
     SCHG4,616+4$256
NEXTERA ENERGY INC 2,836 -1,044 $237
     NEE2,836-1,044$237
SPDR INDEX SHS FDS (SPDW) 7,781 +7,781 $231
     SPDW7,781+7,781$231
VANECK ETF TRUST (GRNB) 9,082 -936 $209
     GRNB9,082-936$209
CSX CORP 6,518 +6,518 $202
     CSX6,518+6,518$202
SPDR GOLD TR (GLD) 1,186 +1,186 $201
     GLD1,186+1,186$201
VANGUARD INDEX FDS (VUG) 939 +2 $200
     VUG939+2$200
ISHARES TR $0 (exited)
     ICF0-10,183$0
ISHARES TR $0 (exited)
     MUB0-5,146$0
NUSHARES ETF TR $0 (exited)
     NUSC0-6,453$0
SSGA ACTIVE ETF TR 0 -7,331 $0 (exited)
     TOTL0-7,331$0

See Summary: Moneywise Inc. Top Holdings
See Details: Top 10 Stocks Held By Moneywise Inc.

EntityShares/Amount
Change
Position Value
Change
FLQM +64,786+$2,690
SPDW +7,781+$231
CSX +6,518+$202
GLD +1,186+$201
EntityShares/Amount
Change
Position Value
Change
ICF -10,183-$546
MUB -5,146-$528
TOTL -7,331-$295
NUSC -6,453-$207
EntityShares/Amount
Change
Position Value
Change
MUST +193,370+$3,905
COWZ +137,649+$6,952
CALF +46,318+$2,064
BNDW +24,224+$1,631
RFDI +10,377+$684
SCHF +2,562+$320
NURE +2,013+$40
FTCS +925+$551
CMBS +339+$16
VNQ +197+$27
EntityShares/Amount
Change
Position Value
Change
FMB -77,698-$3,731
SCHX -33,823+$270
CWB -28,490-$1,758
SCHM -27,979-$316
SCHA -26,874+$52
BNDX -13,847-$669
LMBS -11,670-$551
FTSM -7,171-$425
SCHO -3,591-$174
Size ($ in 1000's)
At 12/31/2022: $133,699
At 09/30/2022: $122,548

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

All Stocks Held By Moneywise Inc. | www.HoldingsChannel.com

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