Moneywise, Inc. Reduced Holdings in Q3 2025

Moneywise, Inc.

  • $204 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRSK
Toews Agility Shares Managed R

Technology
-63K
- 9.43%
$33.48 - $35.68 $2.11M - $2.25M
605K $21.5M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-21.4K
- 27.09%
$19.87 - $20.65 $424K - $441K
57.5K $1.18M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-4.84K
- 55.98%
$68.58 - $69.85 $332K - $338K
3.8K $264K
UPS
United Parcel Service Inc

Industrials
-20
- 0.21%
$82.58 - $105.54 $1.65K - $2.11K
9.67K $807K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-2.98K
- 8.42%
$107.5 - $115.86 $320K - $345K
32.4K $3.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.1K
- 16.51%
$108.46 - $120.63 $120K - $133K
5.57K $662K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-836
- 6.24%
$72.01 - $74.44 $60.2K - $62.2K
12.6K $923K
VTI
Vanguard Total Stock Market Et

ETFs
-431
- 9.9%
$303.93 - $329.86 $131K - $142K
3.92K $1.29M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-866
- 5.9%
$47.76 - $48.46 $41.4K - $42K
13.8K $665K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-708
- 14.0%
$49.05 - $49.99 $34.7K - $35.4K
4.35K $216K
MSFT
Microsoft Corp

Technology
-129
- 4.01%
$491.09 - $535.64 $63.4K - $69.1K
3.09K $1.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-641
- 3.48%
$21.69 - $23.34 $13.9K - $15K
17.8K $414K
IVE
Ishares S&P 500 Value ETF

ETFs
-51
- 2.84%
$194.44 - $206.51 $9.92K - $10.5K
1.74K $359K
AAPL
Apple Inc.

Technology
-519
- 17.44%
$202.38 - $256.87 $105K - $133K
2.46K $625K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-26
- 0.32%
$42.26 - $47.16 $1.1K - $1.23K
8.04K $372K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-656
- 2.9%
$62.09 - $66.51 $40.7K - $43.6K
21.9K $1.43M
VB
Vanguard Small Cap ETF

ETFs
-208
- 4.25%
$237.58 - $259.17 $49.4K - $53.9K
4.69K $1.19M
BWXT
Bwx Technologies, Inc.

Industrials
-356
- 13.77%
$136.45 - $184.37 $48.6K - $65.6K
2.23K $411K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.19K
- 3.37%
$55.15 - $58.11 $176K - $186K
91.6K $5.27M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-229
- 0.74%
$53.93 - $57.58 $12.3K - $13.2K
30.9K $1.75M
VO
Vanguard Mid Cap ETF

ETFs
-224
- 2.45%
$279.83 - $293.74 $62.7K - $65.8K
8.93K $2.62M
IWP
Ishares Russell Mid Cap Growth

ETFs
-573
- 1.1%
$137.51 - $145.26 $78.8K - $83.2K
51.3K $7.31M
IVV
Ishares Core S&P 500 ETF

ETFs
-96
- 2.6%
$620.67 - $670.08 $59.6K - $64.3K
3.6K $2.41M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.94K
- 4.43%
$39.37 - $44.24 $116K - $130K
63.4K $2.78M
EEM
Ishares Msci Emerging Markets

ETFs
-1.3K
- 2.89%
$48.07 - $53.4 $62.3K - $69.2K
43.6K $2.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.49K
- 1.55%
$28.15 - $30.13 $70.1K - $75.1K
158K $4.68M
VUG
Vanguard Growth ETF

ETFs
-18
- 0.32%
$433.97 - $484.08 $7.81K - $8.71K
5.65K $2.71M
FYC
First Trust Small Cap Growth A

ETFs
-489
- 1.87%
$77.98 - $92.23 $38.1K - $45.1K
25.7K $2.33M
GOOG
Alphabet Inc.

Communication Services
-286
- 5.81%
$175.16 - $255.24 $50.1K - $73K
4.63K $1.13M
IEFA
Ishares Tr

ETFs
-792
- 0.86%
$81.7 - $87.53 $64.7K - $69.3K
91.8K $8.01M
VV
Vanguard Large Cap ETF

ETFs
-497
- 1.27%
$285.05 - $309.14 $142K - $154K
38.8K $11.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-770
- 2.92%
$617.65 - $666.84 $476K - $513K
25.6K $17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-30.6K
- 3.69%
$24.46 - $26.5 $750K - $812K
799K $21.1M
IWV
Ishares Russell 3000 ETF

ETFs
-436
- 1.12%
$351.04 - $379.81 $153K - $166K
38.6K $14.6M
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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