Moneywise, Inc.
CIK Number: 0001703080
188.88M
Market Value
51
# of Holdings
14 months
Avg. Holding Period
41.67%
Win Rate
10.43%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Lar... | 23.59 | +0.66% | 1.32M | +183.67% | 30.56M | 11.32 | 15.32% |
| 2 | ITOT | iShares Core S&... | 130.31 | +0.73% | 139.91K | +5.58% | 18M | 117.48 | 9.02% |
| 3 | SPY | SPDR S&P 500 ET... | 596.22 | +0.59% | 23.94K | +17.23% | 14.03M | 546.91 | 7.04% |
| 4 | VV | Vanguard Large ... | 275.08 | +0.49% | 50.91K | +24.57% | 13.73M | 255.73 | 6.88% |
| 5 | IWV | iShares Russell... | 338.92 | +0.71% | 35.67K | +9.04% | 11.92M | 314.03 | 5.98% |
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