Moneywise, Inc. Portfolio Holdings by Sector

Moneywise, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHX SPY IWV ITOT VV IEFA IWP COWZ 52 stocks	$164,591 94.07% of portfolio	26	25	12	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$2,166 1.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,601 0.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,323 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$977 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$872 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical GEF 1 stocks	$633 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$610 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$487 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$423 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BWXT 1 stocks	$372 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$300 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$212 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$203 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$202 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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