Moneywise, Inc. Portfolio Holdings by Sector

Moneywise, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHX ITOT COWZ SPY VV IWV CALF SCHM 46 stocks	$185,575 96.17% of portfolio	21	25	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,558 0.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$1,320 0.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$845 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$714 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$672 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical GEF 1 stocks	$610 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$455 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$282 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BWXT 1 stocks	$281 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$227 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$225 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$202 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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