MI
| |
MONEYWISE, INC.13F | |
| MONEYWISE, INC. | |
| Last update 2025-07-16 | 74 Stocks (21 new) |
| Value $213.00 Mil | Turnover 33 % |
MONEYWISE, INC. Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRSK |
Toews Agility Shares Managed Risk ETF
Toews Agility Shares Managed Risk ETF
| 667,785 | 22,415.2 | New Holding | 10.510 | +10.51% | 7.560 | +8.04% | +2.58% | 298.7 | ||
SCHX | Schwab U.S. Large-Cap ETF | 830,036 | 20,286.1 | -34.71% | 9.510 | -5.16% | 0.040 | +19.43% | +7.28% | 56,569.2 | ||
SPY | SPDR S&P 500 ETF Trust | 26,351 | 16,280.7 | +5.78% | 7.630 | +0.42% | 0.000 | +19.10% | +7.14% | 639,845.6 | ||
IWV | iShares Russell 3000 ETF | 39,085 | 13,719.0 | +5.94% | 6.430 | +0.36% | 0.090 | +19.29% | +6.74% | 16,007.5 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 90,884 | 12,273.0 | -33.06% | 5.750 | -2.90% | 0.020 | +19.44% | +6.75% | 71,709.3 | ||
VV | Vanguard Large Cap ETF | 39,251 | 11,198.3 | -28.72% | 5.250 | -2.15% | 0.030 | +19.48% | +7.51% | 40,459.1 | ||
IEFA | iShares Core MSCI EAFE ETF | 92,555 | 7,726.4 | New Holding | 3.620 | +3.62% | 0.010 | +12.84% | +19.64% | 141,396.5 | ||
PTL | Inspire 500 ETF | 31,884 | 7,311.0 | -28.57% | 3.430 | -1.39% | 1.880 | +19.69% | +9.63% | 394.7 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 51,908 | 7,198.7 | New Holding | 3.380 | +3.38% | 0.040 | +23.20% | +9.34% | 19,383.1 | ||
EUSM | Eventide US Market ETF | 222,365 | 5,779.6 | +274.18% | 2.710 | +1.99% | - | +17.23% | +8.34% | 0 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MRSK |
Toews Agility Shares Managed Risk ETF
Toews Agility Shares Managed Risk ETF
| 2025-06-30 | New Buy New Buy | +10.51% | 30.02 ($32.18) 33.57 | $33.85 | 5.19% | New holding | 667,785 | 667,785 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-06-30 | Reduce Reduce | -5.16% | 19.6 ($22.6) 24.44 | $24.72 | 9.38% | Reduce -34.71% | 830,036 | -441,190 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | New Buy New Buy | +3.62% | 67.83 ($79.31) 84.09 | $82.60 | 4.15% | New holding | 92,555 | 92,555 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-06-30 | New Buy New Buy | +3.38% | 104.34 ($126.36) 138.68 | $138.45 | 9.57% | New holding | 51,908 | 51,908 | |
IVW | iShares S&P 500 Growth ETF | 2025-06-30 | Reduce Reduce | -3.07% | 82.96 ($98.88) 110.1 | $111.53 | 12.79% | Reduce -87.41% | 9,002 | -62,506 | |
VO | Vanguard Mid-Cap ETF | 2025-06-30 | Reduce Reduce | -2.92% | 228.54 ($262.5) 279.83 | $280.88 | 7.00% | Reduce -69.93% | 9,157 | -21,294 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-06-30 | Reduce Reduce | -2.90% | 108.12 ($124.74) 135.04 | $136.50 | 9.43% | Reduce -33.06% | 90,884 | -44,886 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-06-30 | Reduce Reduce | -2.44% | 47.46 ($52.98) 55.3 | $55.58 | 4.91% | Reduce -47.06% | 94,830 | -84,310 | |
VV | Vanguard Large Cap ETF | 2025-06-30 | Reduce Reduce | -2.15% | 228.25 ($263.38) 285.3 | $288.12 | 9.39% | Reduce -28.72% | 39,251 | -15,813 | |
XLI | Industrial Select Sector SPDR | 2025-06-30 | New Buy New Buy | +2.05% | 116.42 ($136.33) 147.52 | $150.41 | 10.33% | New holding | 29,635 | 29,635 |
MONEYWISE, INC. Total Holding History ($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 2025-06-30
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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