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MONEYWISE, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

MONEYWISE, INC.

报告期 2026-03-31 · CIK 0001703080

持仓数

82

前50大市值合计

$216.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$18.2M

709,595

8.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$15.7M

24,157

7.3%

IWV ISHARES TR

RUSSELL 3000 ETF

$14.9M

40,287

6.9%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$13.6M

45,537

6.3%

IEFA ISHARES TR

CORE MSCI EAFE

$8.5M

93,611

3.9%

ITOT ISHARES TR

CORE S&P TTL STK

$8.4M

58,693

3.9%

PTL NORTHERN LTS FD TR IV

INSPIRE 500 ETF

$7.7M

30,750

3.6%

ESUM STRATEGY SHS

EVENTIDE US MRKT

$7.3M

277,518

3.4%

IEF ISHARES TR

7-10 YR TRSY BD

$7.0M

73,371

3.2%

EEM ISHARES TR

MSCI EMG MKT ETF

$6.9M

122,065

3.2%

IWN ISHARES TR

RUS 2000 VAL ETF

$6.9M

36,154

3.2%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$6.2M

101,851

2.9%

XLB SELECT SECTOR SPDR TR

STATE STREET MAT

$6.2M

124,180

2.9%

IWM ISHARES TR

RUSSELL 2000 ETF

$5.6M

22,663

2.6%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$5.6M

180,794

2.6%

IWO ISHARES TR

RUS 2000 GRW ETF

$5.1M

16,363

2.4%

IAGG ISHARES TR

CORE INTL AGGR

$5.1M

102,246

2.4%

ESSC STRATEGY SHS

EVENTIDE SMALL C

$5.1M

193,800

2.3%

BIBL NORTHERN LTS FD TR IV

INSPIRE 100 ETF

$4.8M

101,372

2.2%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$4.7M

190,343

2.2%

COWZ PACER FDS TR

US CASH COWS 100

$3.6M

57,403

1.7%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$3.2M

63,902

1.5%

IUSB ISHARES TR

CORE UNIVRSL USD

$3.0M

65,709

1.4%

IVV ISHARES TR

CORE S&P500 ETF

$2.8M

4,363

1.3%

FDLS NORTHERN LTS FD TR IV

INSPIRE FIDELIS

$2.7M

73,092

1.2%

IEMG ISHARES INC

CORE MSCI EMKT

$2.6M

37,767

1.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$2.5M

9,431

1.1%

IWL ISHARES TR

RUS TOP 200 ETF

$2.3M

14,480

1.1%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$2.3M

77,471

1.0%

VO VANGUARD INDEX FDS

MID CAP ETF

$2.0M

6,933

0.9%

IGSB ISHARES TR

ISHS 1-5YR INVS

$1.9M

36,466

0.9%

QGRO AMERICAN CENTY ETF TR

US QUALITY GROW

$1.8M

17,492

0.8%

ELCV STRATEGY SHS

EVENTIDE HIGH DI

$1.7M

57,720

0.8%

IWR ISHARES TR

RUS MID CAP ETF

$1.7M

17,007

0.8%

WWJD NORTHERN LTS FD TR IV

INSPIRE INTL ETF

$1.6M

43,843

0.8%

SCHJ SCHWAB STRATEGIC TR

1 5YR CORP BD

$1.5M

61,181

0.7%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$1.5M

45,408

0.7%

IJH ISHARES TR

CORE S&P MCP ETF

$1.4M

21,096

0.7%

AGG ISHARES TR

CORE US AGGBD ET

$1.2M

12,120

0.6%

FYC FIRST TR EXCHANGE-TRADED ALP

SML CP GRW ALP

$1.2M

11,990

0.5%

CALF PACER FDS TR

US SMALL CAP CAS

$1.1M

25,508

0.5%

GOOG ALPHABET INC

CAP STK CL C

$1.1M

3,984

0.5%

IVW ISHARES TR

S&P 500 GRWT ETF

$1.1M

9,910

0.5%

FLQM FRANKLIN TEMPLETON ETF TR

US MID CP MLTFCT

$1.1M

20,382

0.5%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.1M

3,315

0.5%

BLES NORTHERN LTS FD TR IV

INSPIRE GBL HOPE

$1.0M

23,218

0.5%

PRAY FIS TR

FIS CHRISTIAN ST

$1.0M

31,303

0.5%

MSFT MICROSOFT CORP

COM

$984.3K

2,659

0.5%

MUST COLUMBIA ETF TR I

MULTI SEC MUNI

$838.8K

40,898

0.4%

VUG VANGUARD INDEX FDS

GROWTH ETF

$797.1K

1,825

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

SCHX8.4%SPY7.3%IWV6.9%VV6.3%IEFA3.9%ITOT3.9%