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.

Entity	Amount	Change 09/30/2022 to 12/31/2022	Position Size ($ in 1000's)
SCHWAB STRATEGIC TR	608,078	-33,823	$27,455
SCHX	608,078	-33,823	$27,455
SCHWAB STRATEGIC TR	271,083	-27,979	$17,786
SCHM	271,083	-27,979	$17,786
SCHWAB STRATEGIC TR	394,148	-26,874	$15,967
SCHA	394,148	-26,874	$15,967
PACER FDS TR	249,648	+137,649	$11,546
COWZ	249,648	+137,649	$11,546
VANGUARD SCOTTSDALE FDS (BNDW)	102,550	+24,224	$6,876
BNDW	102,550	+24,224	$6,876
PACER FDS TR	162,092	+46,318	$5,827
CALF	162,092	+46,318	$5,827
FIRST TR EXCHANGE TRADED FD (FTCS)	57,431	+925	$4,304
FTCS	57,431	+925	$4,304
COLUMBIA ETF TR I (MUST)	203,722	+193,370	$4,107
MUST	203,722	+193,370	$4,107
VANGUARD INDEX FDS (VO)	15,733	-338	$3,207
VO	15,733	-338	$3,207
FIRST TR EXCHANGE TRADED ALP (FYC)	57,623	-1,651	$3,185
FYC	57,623	-1,651	$3,185
SPDR SER TR (CWB)	44,158	-28,490	$2,841
CWB	44,158	-28,490	$2,841
FRANKLIN TEMPLETON ETF TR (FLQM)	64,786	+64,786	$2,690
FLQM	64,786	+64,786	$2,690
SPDR SER TR (SHM)	56,343	-3,476	$2,647
SHM	56,343	-3,476	$2,647
FIRST TR EXCH TRADED FD III (FMB)	39,359	-77,698	$1,972
FMB	39,359	-77,698	$1,972
SCHWAB STRATEGIC TR	60,803	+2,562	$1,958
SCHF	60,803	+2,562	$1,958
INVESCO EXCH TRADED FD TR II (SPLV)	27,540	-722	$1,760
SPLV	27,540	-722	$1,760
UNITED PARCEL SERVICE INC	9,701	-12	$1,686
UPS	9,701	-12	$1,686
FIRST TR EXCH TRADED FD III (RFDI)	29,291	+10,377	$1,557
RFDI	29,291	+10,377	$1,557
ISHARES TR (IJH)	5,511	-815	$1,333
IJH	5,511	-815	$1,333
VANGUARD CHARLOTTE FDS (BNDX)	26,791	-13,847	$1,271
BNDX	26,791	-13,847	$1,271
VANGUARD INDEX FDS (VB)	6,898	+91	$1,266
VB	6,898	+91	$1,266
ISHARES TR (IVV)	3,280	-23	$1,260
IVV	3,280	-23	$1,260
FIRST TR EXCHANGE TRADED FD (LMBS)	24,447	-11,670	$1,159
LMBS	24,447	-11,670	$1,159
INVESCO EXCH TRADED FD TR II (XMLV)	21,411	-714	$1,145
XMLV	21,411	-714	$1,145
SPDR SER TR (SPSM)	21,908	-1,253	$810
SPSM	21,908	-1,253	$810
ISHARES TR (IJR)	8,117	+1	$768
IJR	8,117	+1	$768
FIRST TR EXCHNG TRADED FD VI (FIXD)	17,040	-1,719	$748
FIXD	17,040	-1,719	$748
GREIF INC	9,750	UNCH	$654
GEF	9,750	UNCH	$654
SCHWAB STRATEGIC TR	9,539	-225	$435
SCHZ	9,539	-225	$435
NUSHARES ETF TR (NURE)	14,930	+2,013	$424
NURE	14,930	+2,013	$424
VANGUARD INDEX FDS (VNQ)	4,605	+197	$380
VNQ	4,605	+197	$380
ISHARES TR (CMBS)	8,065	+339	$370
CMBS	8,065	+339	$370
FIRST TR EXCHANGE TRADED FD (FTSM)	6,074	-7,171	$361
FTSM	6,074	-7,171	$361
NUSHARES ETF TR (NUDM)	13,997	+152	$361
NUDM	13,997	+152	$361
ISHARES TR (IVW)	5,649	+11	$330
IVW	5,649	+11	$330
FIRST TR EXCH TRADED FD III (HDMV)	11,833	-3,290	$321
HDMV	11,833	-3,290	$321
APPLE INC	2,366	+3	$307
AAPL	2,366	+3	$307
EXXON MOBIL CORP	2,678	-1,100	$295
XOM	2,678	-1,100	$295
ISHARES TR (IJJ)	2,672	+12	$269
IJJ	2,672	+12	$269
SCHWAB STRATEGIC TR	5,476	-3,591	$264
SCHO	5,476	-3,591	$264
INVESCO EXCH TRADED FD TR II (XSLV)	5,847	+1	$261
XSLV	5,847	+1	$261
SCHWAB STRATEGIC TR	4,616	+4	$256
SCHG	4,616	+4	$256
NEXTERA ENERGY INC	2,836	-1,044	$237
NEE	2,836	-1,044	$237
SPDR INDEX SHS FDS (SPDW)	7,781	+7,781	$231
SPDW	7,781	+7,781	$231
VANECK ETF TRUST (GRNB)	9,082	-936	$209
GRNB	9,082	-936	$209
CSX CORP	6,518	+6,518	$202
CSX	6,518	+6,518	$202
SPDR GOLD TR (GLD)	1,186	+1,186	$201
GLD	1,186	+1,186	$201
VANGUARD INDEX FDS (VUG)	939	+2	$200
VUG	939	+2	$200
ISHARES TR			$0 (exited)
ICF	0	-10,183	$0
ISHARES TR			$0 (exited)
MUB	0	-5,146	$0
NUSHARES ETF TR			$0 (exited)
NUSC	0	-6,453	$0
SSGA ACTIVE ETF TR	0	-7,331	$0 (exited)
TOTL	0	-7,331	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
FLQM	+64,786	+$2,690
SPDW	+7,781	+$231
CSX	+6,518	+$202
GLD	+1,186	+$201

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
ICF	-10,183	-$546
MUB	-5,146	-$528
TOTL	-7,331	-$295
NUSC	-6,453	-$207

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
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

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
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

Moneywise Inc. Info

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

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