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Home > Institutional Investor > Moneywise, Inc. > Profile

Instuitional Investor - Moneywise, Inc.

Fund Profile
Filing Period:
Fund Name: Moneywise, Inc.
Portfolio Value $188,881,207
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,271,226 $28,068,680 14.86%
2.
Ishares Trust
 IEF 135,770 $16,565,329 8.77%
3.
Vanguard Index Fds - LARGE CAP ETF
 55,064 $14,153,115 7.49%
4.
Spdr S & P 500 Etf Trust
 SPY 24,911 $13,934,822 7.38%
5.
Ishares Trust
 IEF 36,892 $11,718,227 6.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)