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Home > Institutional Investor > Moneywise, Inc. > Profile

Instuitional Investor - Moneywise, Inc.

Fund Profile
Filing Period:
Fund Name: Moneywise, Inc.
Portfolio Value $174,139,891
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 570,444 $32,173,029 18.47%
2.
Schwab Strategic Trust
 FNDF 205,185 $15,454,515 8.87%
3.
Schwab Strategic Trust
 FNDF 313,020 $14,787,064 8.49%
4.
Pacer Fds Tr
 303,710 $14,587,172 8.37%
5.
Pacer Fds Tr
 266,734 $13,867,511 7.96%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)