MONEYWISE, INC.

Institutional manager (13F) · CIK 1703080

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $216M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$18M	709,595
2	STATE STR SPDR S&P 500 ETF T	$16M	24,157
3	ISHARES TR	$15M	40,287
4	VANGUARD INDEX FDS	$14M	45,537
5	ISHARES TR	$8M	93,611
6	ISHARES TR	$8M	58,693
7	NORTHERN LTS FD TR IV	$8M	30,750
8	STRATEGY SHS	$7M	277,518
9	ISHARES TR	$7M	73,371
10	ISHARES TR	$7M	122,065
11	ISHARES TR	$7M	36,154
12	SELECT SECTOR SPDR TR	$6M	101,851
13	SELECT SECTOR SPDR TR	$6M	124,180
14	ISHARES TR	$6M	22,663
15	SCHWAB STRATEGIC TR	$6M	180,794
16	ISHARES TR	$5M	16,363
17	ISHARES TR	$5M	102,246
18	STRATEGY SHS	$5M	193,800
19	NORTHERN LTS FD TR IV	$5M	101,372
20	SCHWAB STRATEGIC TR	$5M	190,343
21	PACER FDS TR	$4M	57,403
22	VANGUARD MUN BD FDS	$3M	63,902
23	ISHARES TR	$3M	65,709
24	ISHARES TR	$3M	4,363
25	NORTHERN LTS FD TR IV	$3M	73,092
26	ISHARES INC	$3M	37,767
27	VANGUARD INDEX FDS	$2M	9,431
28	ISHARES TR	$2M	14,480
29	SCHWAB STRATEGIC TR	$2M	77,471
30	VANGUARD INDEX FDS	$2M	6,933
31	ISHARES TR	$2M	36,466
32	AMERICAN CENTY ETF TR	$2M	17,492
33	STRATEGY SHS	$2M	57,720
34	ISHARES TR	$2M	17,007
35	NORTHERN LTS FD TR IV	$2M	43,843
36	SCHWAB STRATEGIC TR	$2M	61,181
37	SCHWAB STRATEGIC TR	$1M	45,408
38	ISHARES TR	$1M	21,096
39	ISHARES TR	$1M	12,120
40	FIRST TR EXCHANGE-TRADED ALP	$1M	11,990
41	PACER FDS TR	$1M	25,508
42	ALPHABET INC	$1M	3,984
43	ISHARES TR	$1M	9,910
44	FRANKLIN TEMPLETON ETF TR	$1M	20,382
45	VANGUARD INDEX FDS	$1M	3,315
46	NORTHERN LTS FD TR IV	$1M	23,218
47	FIS TR	$1M	31,303
48	MICROSOFT CORP	$984k	2,659
49	COLUMBIA ETF TR I	$839k	40,898
50	VANGUARD INDEX FDS	$797k	1,825

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.