MONEYWISE, INC.: 13F holdings
CIK 17030802026Q2
| Positions | 86 |
|---|---|
| Reported value | $266.9m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHX SCHWAB STRATEGIC TR | 712,622 | $21.0m | 7.9% |
| ITOT ISHARES TR | 106,454 | $17.5m | 6.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 23,276 | $17.4m | 6.5% |
| IWV ISHARES TR | 39,011 | $16.6m | 6.2% |
| VV VANGUARD INDEX FDS | 44,629 | $15.3m | 5.8% |
| NORTHERN LTS FD TR IV | 44,863 | $12.8m | 4.8% |
| STRATEGY SHS | 290,812 | $8.9m | 3.3% |
| IWN ISHARES TR | 40,123 | $8.9m | 3.3% |
| EEM ISHARES TR | 127,286 | $8.7m | 3.3% |
| IEFA ISHARES TR | 83,608 | $8.1m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1703080")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.