Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MONEYWISE, INC. (CIK 1703080) reported $229.0M across 81 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($18.2M, 7.94%), SPY ($15.7M, 6.86%), IWV ($14.9M, 6.52%), VV ($13.6M, 5.94%), IEFA ($8.5M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $18.2M | 7.94% | 709,595 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $15.7M | 6.86% | 24,157 | Trimmed |
| 3 | IWV | ISHARES TR | $14.9M | 6.52% | 40,287 | Added |
| 4 | VV | VANGUARD INDEX FDS | $13.6M | 5.94% | 45,537 | Trimmed |
| 5 | IEFA | ISHARES TR | $8.5M | 3.70% | 93,611 | Trimmed |
| 6 | ITOT | ISHARES TR | $8.4M | 3.65% | 58,693 | Trimmed |
| 7 | PTL | NORTHERN LTS FD TR IV | $7.7M | 3.36% | 30,750 | Trimmed |
| 8 | EUSM | STRATEGY SHS | $7.3M | 3.17% | 277,518 | Added |
| 9 | IEF | ISHARES TR | $7.0M | 3.06% | 73,371 | New |
| 10 | EEM | ISHARES TR | $6.9M | 3.03% | 122,065 | Added |
| 11 | IWN | ISHARES TR | $6.9M | 2.99% | 36,154 | New |
| 12 | XLE | SELECT SECTOR SPDR TR | $6.2M | 2.72% | 101,851 | New |
| 13 | XLB | SELECT SECTOR SPDR TR | $6.2M | 2.71% | 124,180 | New |
| 14 | IWM | ISHARES TR | $5.6M | 2.45% | 22,663 | Added |
| 15 | SCHM | SCHWAB STRATEGIC TR | $5.6M | 2.44% | 180,794 | Added |
| 16 | IWO | ISHARES TR | $5.1M | 2.24% | 16,363 | Trimmed |
| 17 | IAGG | ISHARES TR | $5.1M | 2.23% | 102,246 | Added |
| 18 | HUSE | STRATEGY SHS | $5.1M | 2.21% | 193,800 | Added |
| 19 | BIBL | NORTHERN LTS FD TR IV | $4.8M | 2.09% | 101,372 | Trimmed |
| 20 | SCHF | SCHWAB STRATEGIC TR | $4.7M | 2.06% | 190,343 | Added |
| 21 | COWZ | PACER FDS TR | $3.6M | 1.57% | 57,403 | Trimmed |
| 22 | VTEB | VANGUARD MUN BD FDS | $3.2M | 1.39% | 63,902 | Trimmed |
| 23 | IUSB | ISHARES TR | $3.0M | 1.33% | 65,709 | Trimmed |
| 24 | IVV | ISHARES TR | $2.8M | 1.24% | 4,363 | Added |
| 25 | FDLS | NORTHERN LTS FD TR IV | $2.7M | 1.18% | 73,092 | Added |
Source: SEC Form 13F filings · as of 2026-03-31