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Home > Institutional Investor > Moneywise, Inc. > Profile

Instuitional Investor - Moneywise, Inc.

Fund Profile
Filing Period:
Fund Name: Moneywise, Inc.
Portfolio Value $199,450,874
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,318,408 $30,560,695 15.32%
2.
Ishares Trust
 IEF 139,915 $17,995,827 9.02%
3.
Spdr S & P 500 Etf Trust
 SPY 23,944 $14,033,383 7.03%
4.
Vanguard Index Fds - LARGE CAP ETF
 50,908 $13,729,871 6.88%
5.
Ishares Trust
 IEF 35,673 $11,923,844 5.97%
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)