Sponsored

The Analysis of MONEYWISE, INC.'s Holdings & P&L

Currently, MONEYWISE, INC. holds 82 types of securities in its portfolio with a total value $229.0M. In the most recent quarter, they have increased their positions in IEF (+73.4K shares, valued at $7.0M), IWN (+36.2K shares, valued at $6.9M), XLE (+101.9K shares, valued at $6.2M); decreased their positions in MRSK (-443.1K shares, valued at $15.7M), TPIF (-97.8K shares, valued at $3.5M), IEFA (-21.7K shares, valued at $2.0M); initiated new positions in IEF (+73.4K shares, valued at $7.0M), IWN (+36.2K shares, valued at $6.9M), XLE (+101.9K shares, valued at $6.2M).

1M P&L

+7.4M+3.14%

3M P&L

-926.0K-0.38%

HY P&L

+14.0M+6.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A217.1M

98.3%

2Software - Infrastructure984.3K

0.4%

3Packaging & Containers653.9K

0.3%

Top Industries by Stock Count

1N/A67 stocks

87.0%

2Packaging & Containers1 stocks

1.3%

3Consumer Electronics1 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR709.6K shares-3.97%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T24.2K shares-1.06%2026-03-312026-04-27

IWV ISHARES TR40.3K shares1.90%2026-03-312026-04-27

VV VANGUARD INDEX FDS45.5K shares-5.44%2026-03-312026-04-27

IEFA ISHARES TR93.6K shares-18.81%2026-03-312026-04-27

ITOT ISHARES TR58.7K shares-18.36%2026-03-312026-04-27

PTL NORTHERN LTS FD TR IV30.8K shares-12.87%2026-03-312026-04-27

ESUM STRATEGY SHS277.5K shares3.08%2026-03-312026-04-27

Sponsored

IEF ISHARES TR73.4K sharesnew addition2026-03-312026-04-27

EEM ISHARES TR122.1K shares188.99%2026-03-312026-04-27

IWN ISHARES TR36.2K sharesnew addition2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR101.9K sharesnew addition2026-03-312026-04-27

XLB SELECT SECTOR SPDR TR124.2K sharesnew addition2026-03-312026-04-27

IWM ISHARES TR22.7K shares976.63%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR180.8K shares10.10%2026-03-312026-04-27

IWO ISHARES TR16.4K shares-24.05%2026-03-312026-04-27

Sponsored

IAGG ISHARES TR102.2K shares52.79%2026-03-312026-04-27

STRATEGY SHS STRATEGY SHS193.8K shares199.08%2026-03-312026-04-27

BIBL NORTHERN LTS FD TR IV101.4K shares-24.24%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR190.3K shares54.70%2026-03-312026-04-27

COWZ PACER FDS TR57.4K shares-19.73%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS63.9K shares-12.98%2026-03-312026-04-27

IUSB ISHARES TR65.7K shares-9.64%2026-03-312026-04-27

IVV ISHARES TR4.4K shares20.46%2026-03-312026-04-27

Sponsored

FDLS NORTHERN LTS FD TR IV73.1K shares56.78%2026-03-312026-04-27

IEMG ISHARES INC37.8K shares17.70%2026-03-312026-04-27

VB VANGUARD INDEX FDS9.4K shares-6.83%2026-03-312026-04-27

IWL ISHARES TR14.5K shares71.87%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR77.5K shares-26.76%2026-03-312026-04-27

VO VANGUARD INDEX FDS6.9K shares-8.57%2026-03-312026-04-27

IGSB ISHARES TR36.5K shares28.05%2026-03-312026-04-27

QGRO AMERICAN CENTY ETF TR17.5K shares-13.32%2026-03-312026-04-27

Sponsored

ELCV STRATEGY SHS57.7K shares5.27%2026-03-312026-04-27

IWR ISHARES TR17.0K shares60.01%2026-03-312026-04-27

WWJD NORTHERN LTS FD TR IV43.8K shares54.15%2026-03-312026-04-27

SCHJ SCHWAB STRATEGIC TR61.2K shares70.83%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR45.4K shares27.09%2026-03-312026-04-27

IJH ISHARES TR21.1K shares0.05%2026-03-312026-04-27

AGG ISHARES TR12.1K shares51.41%2026-03-312026-04-27

FYC FIRST TR EXCHANGE-TRADED ALP12.0K shares-5.87%2026-03-312026-04-27

Sponsored

CALF PACER FDS TR25.5K shares-17.93%2026-03-312026-04-27

ALPHABET INC ALPHABET INC4.0K shares-13.01%2026-03-312026-04-27

IVW ISHARES TR9.9K shares11.26%2026-03-312026-04-27

FLQM FRANKLIN TEMPLETON ETF TR20.4K shares-18.31%2026-03-312026-04-27

VTI VANGUARD INDEX FDS3.3K shares-7.56%2026-03-312026-04-27

BLES NORTHERN LTS FD TR IV23.2K shares0.57%2026-03-312026-04-27

FIS TR FIS TR31.3K sharesnew addition2026-03-312026-04-27

MSFT MICROSOFT CORP2.7K shares0.00%2026-03-312026-04-27

Sponsored

MUST COLUMBIA ETF TR I40.9K shares-2.19%2026-03-312026-04-27

VUG VANGUARD INDEX FDS1.8K shares-67.41%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.9K shares-2.97%2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR33.6K shares101.03%2026-03-312026-04-27

BIL SPDR SERIES TRUST7.9K sharesnew addition2026-03-312026-04-27

GEF GREIF INC9.8K shares0.00%2026-03-312026-04-27

SHM SPDR SERIES TRUST12.5K shares-1.36%2026-03-312026-04-27

FTCS FIRST TR EXCHANGE-TRADED FD6.4K shares-15.32%2026-03-312026-04-27

Sponsored

MRSK NORTHERN LIGHTS FD TR15.8K shares-96.56%2026-03-312026-04-27

IVE ISHARES TR2.5K shares26.19%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR16.4K shares-4.75%2026-03-312026-04-27

VLUE ISHARES TR3.2K sharesnew addition2026-03-312026-04-27

BINC BLACKROCK ETF TRUST II8.6K shares-1.79%2026-03-312026-04-27

XMLV INVESCO EXCH TRADED FD TR II6.8K shares-48.88%2026-03-312026-04-27

TPIF TIMOTHY PLAN11.2K shares-89.69%2026-03-312026-04-27

IJR ISHARES TR3.0K shares-28.69%2026-03-312026-04-27

Sponsored

GLD SPDR GOLD TR876 shares11.59%2026-03-312026-04-27

MGK VANGUARD WORLD FD1.0K sharesnew addition2026-03-312026-04-27

SPSM SPDR SERIES TRUST7.3K shares-0.06%2026-03-312026-04-27

TPSC TIMOTHY PLAN7.6K shares-64.91%2026-03-312026-04-27

NVDA NVIDIA CORPORATION1.7K shares-10.30%2026-03-312026-04-27

RFDI FIRST TR EXCH TRADED FD III3.5K shares0.00%2026-03-312026-04-27

AAPL APPLE INC1.1K shares-4.92%2026-03-312026-04-27

CSX CSX CORP6.5K shares0.00%2026-03-312026-04-27

Sponsored

IJK ISHARES TR2.5K shares0.08%2026-03-312026-04-27

BWXT BWX TECHNOLOGIES INC1.2K shares0.00%2026-03-312026-04-27

NEE NEXTERA ENERGY INC2.7K shares0.00%2026-03-312026-04-27

XOM EXXON MOBIL CORP1.5K sharesnew addition2026-03-312026-04-27

BNDW VANGUARD SCOTTSDALE FDS3.6K shares-5.03%2026-03-312026-04-27

BUYW NORTHERN LTS FD TR IV16.1K sharesnew addition2026-03-312026-04-27

IJJ ISHARES TR1.7K shares0.24%2026-03-312026-04-27

HD HOME DEPOT INC654 shares0.00%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC740 shares0.00%2026-03-312026-04-27

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-04-27

SCHX

SCHWAB STRATEGIC TR

-3.97%

Shares709.6K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-1.06%

Shares24.2K

Event2026-03-31

Filed2026-04-27

IWV

ISHARES TR

1.90%

Shares40.3K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-5.44%

Shares45.5K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

-18.81%

Shares93.6K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

-18.36%

Shares58.7K

Event2026-03-31

Filed2026-04-27

PTL

NORTHERN LTS FD TR IV

-12.87%

Shares30.8K

Event2026-03-31

Filed2026-04-27

ESUM

STRATEGY SHS

3.08%

Shares277.5K

Event2026-03-31

Filed2026-04-27

IEF

ISHARES TR

New

Shares73.4K

Event2026-03-31

Filed2026-04-27

EEM

ISHARES TR

188.99%

Shares122.1K

Event2026-03-31

Filed2026-04-27

IWN

ISHARES TR

New

Shares36.2K

Event2026-03-31

Filed2026-04-27

XLE

SELECT SECTOR SPDR TR

New

Shares101.9K

Event2026-03-31

Filed2026-04-27

XLB

SELECT SECTOR SPDR TR

New

Shares124.2K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

976.63%

Shares22.7K

Event2026-03-31

Filed2026-04-27

SCHM

SCHWAB STRATEGIC TR

10.10%

Shares180.8K

Event2026-03-31

Filed2026-04-27

IWO

ISHARES TR

-24.05%

Shares16.4K

Event2026-03-31

Filed2026-04-27

IAGG

ISHARES TR

52.79%

Shares102.2K

Event2026-03-31

Filed2026-04-27

STRATEGY SHS

199.08%

Shares193.8K

Event2026-03-31

Filed2026-04-27

BIBL

NORTHERN LTS FD TR IV

-24.24%

Shares101.4K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

54.70%

Shares190.3K

Event2026-03-31

Filed2026-04-27

COWZ

PACER FDS TR

-19.73%

Shares57.4K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

-12.98%

Shares63.9K

Event2026-03-31

Filed2026-04-27

IUSB

ISHARES TR

-9.64%

Shares65.7K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

20.46%

Shares4.4K

Event2026-03-31

Filed2026-04-27

FDLS

NORTHERN LTS FD TR IV

56.78%

Shares73.1K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

17.70%

Shares37.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-6.83%

Shares9.4K

Event2026-03-31

Filed2026-04-27

IWL

ISHARES TR

71.87%

Shares14.5K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

-26.76%

Shares77.5K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-8.57%

Shares6.9K

Event2026-03-31

Filed2026-04-27

IGSB

ISHARES TR

28.05%

Shares36.5K

Event2026-03-31

Filed2026-04-27

QGRO

AMERICAN CENTY ETF TR

-13.32%

Shares17.5K

Event2026-03-31

Filed2026-04-27

ELCV

STRATEGY SHS

5.27%

Shares57.7K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

60.01%

Shares17.0K

Event2026-03-31

Filed2026-04-27

WWJD

NORTHERN LTS FD TR IV

54.15%

Shares43.8K

Event2026-03-31

Filed2026-04-27

SCHJ

SCHWAB STRATEGIC TR

70.83%

Shares61.2K

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

27.09%

Shares45.4K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

0.05%

Shares21.1K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

51.41%

Shares12.1K

Event2026-03-31

Filed2026-04-27

FYC

FIRST TR EXCHANGE-TRADED ALP

-5.87%

Shares12.0K

Event2026-03-31

Filed2026-04-27

CALF

PACER FDS TR

-17.93%

Shares25.5K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-13.01%

Shares4.0K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

11.26%

Shares9.9K

Event2026-03-31

Filed2026-04-27

FLQM

FRANKLIN TEMPLETON ETF TR

-18.31%

Shares20.4K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-7.56%

Shares3.3K

Event2026-03-31

Filed2026-04-27

BLES

NORTHERN LTS FD TR IV

0.57%

Shares23.2K

Event2026-03-31

Filed2026-04-27

FIS TR

New

Shares31.3K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-27

MUST

COLUMBIA ETF TR I

-2.19%

Shares40.9K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

-67.41%

Shares1.8K

Event2026-03-31

Filed2026-04-27

INVESCO EXCH TRADED FD TR II

-2.97%

Shares10.9K

Event2026-03-31

Filed2026-04-27

SCHZ

SCHWAB STRATEGIC TR

101.03%

Shares33.6K

Event2026-03-31

Filed2026-04-27

BIL

SPDR SERIES TRUST

New

Shares7.9K

Event2026-03-31

Filed2026-04-27

GEF

GREIF INC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-27

SHM

SPDR SERIES TRUST

-1.36%

Shares12.5K

Event2026-03-31

Filed2026-04-27

FTCS

FIRST TR EXCHANGE-TRADED FD

-15.32%

Shares6.4K

Event2026-03-31

Filed2026-04-27

MRSK

NORTHERN LIGHTS FD TR

-96.56%

Shares15.8K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

26.19%

Shares2.5K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

-4.75%

Shares16.4K

Event2026-03-31

Filed2026-04-27

VLUE

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-27

BINC

BLACKROCK ETF TRUST II

-1.79%

Shares8.6K

Event2026-03-31

Filed2026-04-27

XMLV

INVESCO EXCH TRADED FD TR II

-48.88%

Shares6.8K

Event2026-03-31

Filed2026-04-27

TPIF

TIMOTHY PLAN

-89.69%

Shares11.2K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-28.69%

Shares3.0K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

11.59%

Shares876

Event2026-03-31

Filed2026-04-27

MGK

VANGUARD WORLD FD

New

Shares1.0K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR SERIES TRUST

-0.06%

Shares7.3K

Event2026-03-31

Filed2026-04-27

TPSC

TIMOTHY PLAN

-64.91%

Shares7.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-10.30%

Shares1.7K

Event2026-03-31

Filed2026-04-27

RFDI

FIRST TR EXCH TRADED FD III

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-4.92%

Shares1.1K

Event2026-03-31

Filed2026-04-27

CSX

CSX CORP

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-27

IJK

ISHARES TR

0.08%

Shares2.5K

Event2026-03-31

Filed2026-04-27

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-27

BNDW

VANGUARD SCOTTSDALE FDS

-5.03%

Shares3.6K

Event2026-03-31

Filed2026-04-27

BUYW

NORTHERN LTS FD TR IV

New

Shares16.1K

Event2026-03-31

Filed2026-04-27

IJJ

ISHARES TR

0.24%

Shares1.7K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

0.00%

Shares654

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.00%

Shares740

Event2026-03-31

Filed2026-04-27

COCA COLA CO

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available