Moneywise, Inc.
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$229M
Holdings
82
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 738.9k shares)
7.9%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 24.4k shares)
6.9%
03
$IWV
ISHARES TR
Q1 2026: Exited (was 39.5k shares)
6.5%
04
$VV
VANGUARD INDEX FDS
Q1 2026: Exited (was 48.2k shares)
5.9%
05
$IEFA
ISHARES TR
Q1 2026: Exited (was 115.3k shares)
3.7%
06
$ITOT
ISHARES TR
Q1 2026: Exited (was 71.9k shares)
3.7%
07
$PTL
NORTHERN LTS FD TR IV
Q1 2026: Exited (was 35.3k shares)
3.4%
08
$ESUM
STRATEGY SHS
Q1 2026: Exited (was 269.2k shares)
3.2%
09
$IEF
ISHARES TR
Held since at least Q1 2024
3.1%
10
$EEM
ISHARES TR
Q1 2026: Exited (was 42.2k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.