MONEYWISE, INC. - Portfolio overview

MONEYWISE, INC. has 95 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 6.98%
2. SPY - STATE STR SPDR S&P 500 ETF T, 6.03%
3. IWV - ISHARES TR, 5.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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