MI
| |
MONEYWISE, INC.13F | |
| MONEYWISE, INC. | |
| Last update 2024-10-21 | 60 Stocks (6 new) |
| Value $203.00 Mil | Turnover 29 % |
| Portfolio Report | |
MONEYWISE, INC. Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 1,394,310 | 31534.630 | +173.88% | 15.510 | +9.85% | 0.070 | +13.25% | +25.96% | 52078.240 | ||
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 132,519 | 16647.040 | +9.61% | 8.190 | +0.72% | 0.030 | +13.27% | +25.16% | 64825.224 | ||
COWZ | Pacer US Cash Cows 100 ETF | 210,470 | 12171.470 | -5.98% | 5.990 | -0.39% | 0.050 | +8.97% | +14.91% | 26163.133 | ||
SPY | S&P 500 ETF TRUST ETF | 20,424 | 11718.350 | +67.42% | 5.760 | +2.32% | 0.000 | +12.73% | +25.85% | 618697.219 | ||
VV | Vanguard Large Cap ETF | 40,868 | 10760.190 | +72.02% | 5.290 | +2.21% | 0.030 | +12.85% | +26.06% | 38254.126 | ||
IWV | iShares Russell 3000 ETF | 32,717 | 10689.550 | +85.86% | 5.260 | +2.43% | 0.070 | +13.36% | +25.13% | 15721.648 | ||
PTL | Inspire 500 ETF | 43,201 | 9224.440 | +20.30% | 4.540 | +0.77% | 4.410 | +12.49% | 0% | 222.703 | ||
CALF | Pacer US Small Cap Cash Cows 100 ETF | 167,725 | 7802.550 | -20.81% | 3.840 | -1.02% | 0.090 | +8.90% | +0.35% | 9319.470 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 253,485 | 7020.710 | +88.61% | 3.450 | +1.62% | 0.020 | +13.44% | +16.29% | 11893.160 | ||
QGRO | American Century U.S. Quality Growth ETF | 69,319 | 6312.180 | -19.73% | 3.110 | -0.78% | 0.700 | +20.67% | +32.23% | 1008.515 |
MONEYWISE, INC.'s Historical Top Holdings Breakdowns
MONEYWISE, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add | +9.85% | 20.37 ($21.79) 22.62 | $23.68 | 8.67% | Add 173.88% | 1,394,310 | 295,070 | |
IWV | iShares Russell 3000 ETF | 2024-09-30 | Add | +2.43% | 294.75 ($314.76) 326.73 | $342.52 | 8.82% | Add 85.86% | 32,717 | 15,114 | |
SPY | S&P 500 ETF TRUST ETF | 2024-09-30 | Add | +2.32% | 517.38 ($552.93) 573.76 | $598.19 | 8.19% | Add 67.42% | 20,424 | 8,225 | |
VV | Vanguard Large Cap ETF | 2024-09-30 | Add | +2.21% | 236.92 ($253.7) 263.4 | $275.00 | 8.40% | Add 72.02% | 40,868 | 17,110 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2024-09-30 | Add | +1.62% | 25.16 ($26.59) 27.75 | $29.20 | 9.82% | Add 88.61% | 253,485 | 39,697 | |
DGRO | iShares Core Dividend Growth ETF | 2024-09-30 | New Buy | +1.34% | 57.47 ($60.28) 62.76 | $64.15 | 6.42% | New holding | 43,303 | 43,303 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2024-09-30 | Add | +1.29% | 49.93 ($50.68) 51.15 | $50.54 | -0.28% | Add 82.16% | 114,257 | 51,534 | |
MUST | Columbia Multi-Sector Municipal Income ETF | 2024-09-30 | Reduce | -1.15% | 20.28 ($20.61) 20.85 | $20.54 | -0.34% | Reduce -34.68% | 200,471 | -106,421 | |
BNDW | Vanguard Total World Bond ETF | 2024-09-30 | Reduce | -1.04% | 67.53 ($69.6) 70.89 | $69.35 | -0.36% | Reduce -52.7% | 25,880 | -28,831 | |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 2024-09-30 | Reduce | -1.02% | 42.22 ($45.16) 48.62 | $48.20 | 6.73% | Reduce -20.81% | 167,725 | -44,064 |
MONEYWISE, INC. Total Holding History ($B)
MONEYWISE, INC.'s Asset Allocation
MONEYWISE, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MONEYWISE, INC.'s Hypothetical Growth since 2024-09-30
MONEYWISE, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MONEYWISE, INC.'s Holdings Heat Map
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MONEYWISE, INC.'s Holdings Bubble Chart
MONEYWISE, INC. News
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