account_balance
Investment manager · 13F filer · SEC CIK 1703080
Moneywise, Inc.
Reported value$105Mas of Sep 30, 2026
Positions63 9 new, 32 sold out
Top 10 weight51.3%SCHX alone is 10%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
9.5%Trimmed −53%
ITOTiShares Tr
7.8%Trimmed −54%
IEFAiShares Tr
6.6%Trimmed −14%
IAGGiShares Tr
6.0%
SCHMSchwab Strategic Tr
5.4%Trimmed −9%
SCHFSchwab Strategic Tr
5.1%Trimmed −13%
IWLiShares Tr
3.3%
VTEBVanguard Mun Bd FDS
2.6%
IUSBiShares Tr
2.5%Trimmed −7%
SPYSPDR S&P 500 ETF Trust
2.4%Trimmed −85%
AGGiShares Tr
2.4%Added +36%
IEMGiShares Inc
2.3%Trimmed −24%
SCHXSchwab Strategic Tr
9.5%Trimmed −53%
ITOTiShares Tr
7.8%Trimmed −54%
IEFAiShares Tr
6.6%
IAGGiShares Tr
6.0%
SCHMSchwab Strategic Tr
5.4%−9%
SCHFSchwab Strategic Tr
5.1%
IWLiShares Tr
3.3%
VTEB2.6%
IUSB2.5%
SPY2.4%AGG2.4%
IEMG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 9.5% Trimmed −53%
ITOT iShares Tr 7.8% Trimmed −54%
IEFA iShares Tr 6.6% Trimmed −14%
IAGG iShares Tr 6.0% Held
SCHM Schwab Strategic Tr 5.4% Trimmed −9%
SCHF Schwab Strategic Tr 5.1% Trimmed −13%
IWL iShares Tr 3.3% Held
VTEB Vanguard Mun Bd FDS 2.6% Held
IUSB iShares Tr 2.5% Trimmed −7%
SPY SPDR S&P 500 ETF Trust 2.4% Trimmed −85%AGG iShares Tr 2.4% Added +36%
IEMG iShares Inc 2.3% Trimmed −24%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IUSV $874K
- VCIT $873K
- IUSG $724K
- IWO $471K
arrow_upwardAdded
- JMOM +417%
- IEF +397%
- QUAL +358%
- AGG +36%
arrow_downwardTrimmed
- ESSC −94%
- XLE −93%
- PTL −92%
- VTV −91%
remove_circleSold out
- FDLS $3.68M
- VUG $2.82M
- ELCV $2.06M
- WWJD $1.78M
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